Requirements for Obtaining a License
Written Application
The applicant is required to complete an application. There are two types of application forms: business entity and individual. If the applicant is an organization (business entity), Form 441-11* must be submitted. If the applicant is an individual, Form 441-9 needs to be submitted.
*Note: The Notice of Appointment on this form cannot be used for the Self-Service Storage Agent License. Please use Self-Service Agent Appointment Form SSA 2.
Insurer Certification
The self-service storage agent must be appointed by an authorized insurer. The insurer must sign a certification (Form SSA 2) stating that the insurer has satisfied itself that the named applicant is trustworthy and competent to act as its insurance agent limited to this purpose. The insurer will appoint the applicant to act as its agent to transact rental insurance in connection with, or incidental to self-service storage rental agreements.
Certification of Authorized Employees
The applicant must annually complete form SSA 1 certifying that all employees who offer or sell insurance have completed the required training. Form must be retained for 3 years.
Training Materials
Employees who sell self-service storage insurance must receive training in the following areas:
- Insurance products
- Ethical Sales Practices
- Consumer disclosures
The training materials must be filed with the application for license.
Application Fee
An application fee of $294 must accompany the license application. The license is issued for a two year period.
Where to File
Mail applicant filings with fees to:
DEPARTMENT OF INSURANCE
P.O. BOX 1139
SACRAMENTO, CA 95812-1139