Manage and maintain your license with Everise in 7 steps.
How to get started with Everise
This is your guide to ensure accuracy in completing the required NIPR / State information gathering. It is very important that your data is entered correctly in our system as it will be transmitted to the states as required by the client for which you are assigned.
We created 7 short videos which will walk you through key sections that routinely cause confusion or are entered incorrectly that can cause you problems for months and years to come even after you leave Everise. Our goal is to ensure you fully understand the questions being asked. You may either watch the corresponding video as you get to that section or you can watch them all before you start and refer back as you need.
In total it is 24 minutes worth of information. We also included the Everise Portal Licensing Guide as a supplement to the videos for you to reference.
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STEP 1: Logging Into the Everise Licensing Portal
Learn how to set up your password, access important documents like the Fingerprint Questionnaire, and prepare everything you will need to upload to complete your licensing profile on the Everise portal.
STEP 2: Entering Your Biographic Information
Update your Producer Detail Record by properly entering your biographic information (Social Security number, gender, and citizenship). This ensures your licenses are properly applied for and maintained in the Everise portal.
STEP 3: Completing Your Employment History
Enter five full years of your employment history (jobs, education, self-employment, military service, and unemployment), so your application can be processed without delays.
STEP 4: Providing Your Contact Information
Input your contact details (personal and business email, residential and mailing address, & phone numbers), ensuring your Everise licensing contact information is properly reflected on your profile on the Everise portal.
STEP 5_Part 1: Answering General Background Questions
Complete your individual background questions in the Everise portal, disclosing any past incidents, submitting required court documents, and understanding how responses may differ by application type, to avoid delays or denials in your licensing process.
STEP 5_Part 2: Answering State-Specific Questions
Learn how to answer state-specific background questions in the Everise portal in order to obtain and maintain your non-resident license for each of these states and successfully complete your licensing profile.
STEP 6: Uploading Licensing Documents
Upload your required documents in the Everise portal to complete your licensing profile and make it ready for review by the Everise licensing team.
If you are a current employee and in need of assistance, we are here to help. To ensure that your request is addressed as efficiently as possible, please open a ticket on Workday. Our dedicated support team will be happy to assist you.
If you are a potential candidate interested in joining our team, we encourage you to explore the opportunities on our career page. There, you will find all the information you need and the positions we currently have available. We look forward to hearing from you and seeing how you can contribute to our dynamic team.
