Onboarding
Guide

Step-by-Step Licensing & Certification Process – North Carolina

Welcome to Rockstar Asset Management!

This onboarding guide was created to make your journey to becoming a fully licensed and certified insurance agent as easy and straightforward as possible. Whether you’re brand new to the industry or transitioning from another field, this guide will walk you step by step through everything you need to:

– Pass your licensing exams
– Get registered and certified with the State of North Carolina
– Join our Rockstar Asset Management team
– Get connected with our partner carriers and start selling with confidence

You’ll find helpful links, pricing details, checklists, and contacts throughout this document. 

Let’s get started!

Step 1: Prelicensing Education

Choose ExamFX for your prelicensing education due to its high pass rate (93%).
Website: https://www.examfx.com

Course Options (as of 4/1/2025):
– Health or Life Self-Study Package (60-day access): $169.95
– With flashcards & video lectures: $219.95
– With live online training: $299.95
– Access extension (30 days): $39.95

Tip: You can bundle Health & Life with the same access and price.

Step 2: Complete Course Requirements

  • Spend at least 20 hours in the course
  • Complete all chapter quizzes to unlock:
      – Practice Exam
      – Readiness Exam
      – Proctored Certificate Exam

Passing Requirements:
 – Practice Exam: 70%+
 – Proctored Certificate Exam: 70%+

Proctoring: Must be done by a disinterested third party (in-person and unbiased).

Step 3: Schedule & Take the State Exam​

Once you pass the proctored exam:

  1. Download your Examination Admission Ticket from ExamFX.
  2. Look for a Pearson VUE email with your “Authorization to Test.”
  3. Schedule your state exam:
    https://www.pearsonvue.com/nc/insurance/
    – Or call: 1-800-274-0668
  4. Fee: $45

Exam Day Checklist:
  – Arrive 30 minutes early
  – Bring:
        – Two forms of ID (one government-issued photo ID)
        – Printed Exam Admission Ticket

Step 4: Apply for Your License

Go to: https://www.nipr.com

Instructions:
– Choose Resident License for NC
– Sign in as an Individual
– Double-check all info carefully

Application Fee: $137.60 (Includes $38 fingerprinting fee)

Step 5: Submit Fingerprints & Background Check

  1. Download the fingerprint packet: https://www.ncdoi.com/ASD/ASD_InsuranceProducers.aspx
  2. Schedule your scan at a Live Scan site (e.g., Wake County Bureau of Identification)
  3. Pay $30 for fingerprint processing
  4. Email all completed documents to: northcarolinalicensingoffice@pearson.com

 

If you answered “Yes” on background questions:
– Submit required documents to https://nipr.com
– This can add 4-6 weeks to processing

Step 6: License Status Check

Track your application here: https://nipr.com/help/check-your-application-status

If there’s no update after 10 business days, contact:
– Pearson VUE: (866) 265-6329

Once approved, you’ll receive a “Congratulations” email with a link to print your license from SBS Connect.

Step 7: Add Medicare & LTC Line of Authority

ExamFX Course:
– 60-day access: $79.95
– Minimum 10 hours
– Same testing requirements as previous course

Once you pass the exam, apply via:
NIPR > Add a Line of Authority
– Fee: $99.60
– No need to resubmit fingerprints

Step 8: Rockstar Onboarding Begins

You’re now licensed! Here’s what’s next:

Email & Portal Setup

 You’ll receive:
  – A rockstarassetmanagement.com email address
  – Invitations to onboard with each insurance carrier via Gordon Marketing

Your Main Contacts:
– Julia Fisher – julia@gordonmarketing.com | (463) 224-6797
– Taylor Sterrett – taylor@gordonmarketing.com | (463) 207-9451

Step 9: AHIP Certification & E&O Insurance

AHIP Certification:
– Fee: $137.07
– Choose the transferable option
– Optional: Add 6 CE credits for $31.50

Errors & Omissions (E&O) Insurance:
– Fee: $377
– Purchase link will be emailed by Gordon Marketing

Step 10: Carrier Training & Certification

Before you can sell, you’ll need to complete certification with each carrier.

Core Carriers:
– Aetna
– UnitedHealthcare
– Humana
– Anthem
– Cigna

Use their portals, reps, and tools to get “Ready to Sell” and start building your business!

Questions or Support?

NC Dept. of Insurance
P.O. Box 14209, Raleigh, NC 27620
Toll-Free: 855-408-1212
Pearson VUE: (866) 265-6329
Email: NorthCarolinaLicensingOffice@Pearson.com