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Agents & Brokers: Business Entity Online Application Service

Business Entity Online Application Service

The California Department of Insurance (CDI) provides a Business Entity Online Application Service to business entity's applying for an insurance agency license. When using this service the applicant is first directed to Step #1 "Business Entity Name Approval Reservation" which is intended for use by new applicants to have their names approved and reserved. Once the name is approved, the applicant will receive an e-mail that provides a confirmation number for the reserved name with a link to Step #2, the online Business Entity Service (BES). 

Step #1:  Business Entity Name Approval Online Reservation Request (Go to Step #2 if you are a licensed business entity adding an additional line of authority.)

The Business Entity Name Approval Online Reservation Request process is the first step to complete the Business Entity Online Application. This process is designed to simplify and expedite the process of filing a Name Approval Request. 

The Business Entity Name Approval Online Reservation Request cannot be used to request a Fictitious Name (DBA). In addition, this service cannot be used to request a name change of an existing business entity. These applicants and business entities must file the Name Approval Request, Form LIC 447-42A along with the appropriate fees. The Business Entity Name Approval Online Reservation Request service is designed for new business entities to have their names approved and reserved prior to submitting an online business entity application.  

The links below are for California resident and nonresident name approval requests. After following the steps provided in the links below you may electronically submit your Name Approval/Reservation request. As stated above, you will receive an e-mail that provides you with a confirmation number for the reserved name and instructions on how to link to the online business entity application.

California Resident Business
Name Approval Request

Non-Resident Business
Name Approval Request

We recommend you review the Name Approval Criteria prior to submitting your Business Entity Name Approval Request.

Step #2:  Business Entity Online Application

Step 2 is designed to allow you to submit your business entity online application. Before you can proceed to submit your application, you will need to  Register for a new BES account by selecting that link. After registering for a business entity account, open the business entity online application and insert the confirmation number that is assigned to your approved name in the space provided. The confirmation number will automatically upload the approved name onto the business entity application. After following the instructions to complete the online business entity application, you can then electronically submit the business entity application.

After you receive your business entity license, your BES account will allow you to use the business entity online endorsement and termination service.


Frequently Asked Questions

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If you need further assistance, please call our Business Entity Licensing Inquiry Line at (916) 492-3069. You may also send an e-mail to the Producer Licensing Bureau. Please be sure to include your name, telephone number, license number and e-mail address in all correspondence with the CDI.

 

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