Quick Guide - Licensee
What do I do if there is a change in my background information?
Section 1729.2 of the California Insurance Code requires insurance producer applicants and licensees to notify the Insurance Commissioner in writing, within 30 days, of changes in background information after an application has been submitted or a license has been issued. Please select the following link for specific information: Background Reporting Requirements
How do I print or download my license?
If you would like to download your license, please select the following link and follow the instructions: Download and Print License
How do I make changes to my license (address, name, resident to non-resident, etc…)?
Please select the following link and follow the instructions to make changes to your license: License Changes
How much continuing education do I need to renew my license?
There are specific continuing education requirements for each license type. Please select the following link and read the instructions to determine how many hours you need: Continuing Education Requirements
You may also review how many continuing education hours you completed and how many continuing education hours you may need to complete to renew your license by selecting the following link: Check License Status
How do I find a continuing education provider?
CDI cannot recommend a specific education provider. However, CDI has a Locating Provider online service that you can use to locate a CDI certified provider. Please select the following link if you would like to search continuing education providers: Search Continuing Education Providers
How do I renew my license?
CDI offers an online renewal service. Please select the following link and follow the instructions to immediately renew your license: License Renewal
Why am I unable to renew my license online?
There are several reasons that you may not be able to renew your license online.
First, is the license number correct? Please be sure that you are inserting your license number correctly onto the online service. The license number contains a zero (e.g., 0) followed by either a number or a letter which is followed by five numbers (e.g., 0H12345).
Second, are the continuing education requirements completed? Please confirm that you have completed the required continuing education, which includes three hours of ethics, before your license renewal date (Check License Status)
How do I get a certificate of license status?
The California Department of Insurance (CDI) has arranged with a third party vendor, Sircon Corporation's Web site, to allow resident insurance producer licensees to request a certificate of license status online and pay their fees with a credit card (VISA or MasterCard) and immediately print the Certificate of License Status. Please select the following link to obtain your certificate of license status: Certificate of License Status
How do I get licensed as a non-resident in another state if I currently hold a California resident license?
Every state has laws and regulations pertaining to non-resident licensing. Please select the following link for more information: California Non-resident Information
How do I find out if there are non-resident continuing education requirements in California?
Please select the following link for information on continuing education requirements for non-residents: Non-resident Continuing Education Requirements
How do I find information on the continuing education requirements that I must complete if I plan to sell annuities?
Please select the following link to find comprehensive information on annuities: Annuity Requirements
How do I find information on the continuing education requirements that I must complete if I plan to sell long term care products?
Please select the following link to find information on long term care: Long Term Care Information
How do I get variable contract authority added to my life-only agent license?
Please select the following link for specific information on adding variable contract authority to your license: Variable Contract Authority
How do I add broker authority and submit the original bond to CDI?
You cannot transact as a broker until the broker bond is filed with CDI. Please select the following link to get the Bond of Insurance Broker: Bond of Insurance Broker