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Licensing Services Division Notices Archive

The following notices were issued by the California Department of Insurance's Licensing Services Division. The notices are listed by month and year. Each subject title contains a link to the notices. These notices are available in Adobe's Portable Document Format (PDF). To view these pdf forms on your browser you must have Adobe Acrobat Reader on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from our Free Document Readers web page. Additionally, new notices may be added periodically, so keep checking back. Links are also provided to any available websites containing more detailed information related to the notice.
 

Note: If you are looking for Bulletins and Public Notices that were issued by a CDI entity other than the Licensing Services Division, please visit the following link: Bulletins and Notices


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2015

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2014

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2013

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2012

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2011

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2010

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July2019

April 2019 Notices

  • CDI is Moving to Sircon's Enhanced Online Services and CDI's new Check License Application Status (CLASS) - the California Department of Insurance will be moving its online licensing services for insurers, agents and brokers, adjusters, and bail agents to Sircon, powered by Vertafore, in the Summer of 2019 to take advantage of Sircon&#’;s Enhanced Online Services - The California Department of Insurance recently partnered with Sircon's through its Compliance Express services, now known as Vertafore, powered by Sircon, to offer continuing education (Vertafore) providers faster online options to submit their CE course applications, course renewals, course completions, and course offerings.

February 2019 Notices

  • Sales of Annuities and other Life Insurance Products to Veterans - Effective October 18, 2018, the Department of Veterans Affairs (“VA”) amended its regulations on net-worth-eligibility requirements for need based veterans pensions, including the eligibility requirements to qualify for the Veterans Aid and Attendance Program.

July 2018 Notices

May 2018 Notices

April 2018 Notices

March 2018 Notices

February 2018 Notices

December 2017 Notices

  • Sacramento Exam Site to Close - The California Department of Insurance's examination site located at 320 Capitol Mall in Sacramento will close effective January 26, 2018.

October 2017 Notices

  • New Spanish Language Exams Starting November 1st - On November 1, 2017, the California Department of Insurance (CDI) will begin offering four of its insurance agent license exams in the Spanish language.

June 2017 Notices

March 2017 Notices

  • Spanish Language Educational Objectives - E-Mail Notification dated March 22, 2017 - The California Department of Insurance is providing Spanish language versions of the Educational Objectives relating to the examinations that will be available in the Spanish language beginning on and after January 1, 2018.

February 2017 Notices

January 2017 Notices

December 2016 Notices

  • New Public Adjuster License Law Effective January 1, 2017 the Public Insurance Adjusters Act, Section 15000 et website. of the California Insurance Code is amended to align California law with the National Association of Insurance Commissioner's model act. 
  • Statutory Limits on Taking Insurance License Examinations Effective January 1, 2017, any insurance license exam candidate that has failed an exam ten times within the previous 12-month period will be barred from taking the same exam for a period of 12 months.

November 2016 Notices

October 2016 Notices

  • Submission of Vehicle Service Contract Forms Effective October 10, 2016, the Department will only accept Vehicle Service Contract ("prelicensing") form filings (Ins. Code § 12800 et VSC.), Express Warranties (Ins. Code § 116.6) and Proof of Financial Responsibility (Ins. Code §§ 12830 and 12836) via electronic mail to seq_Intake@insurance.ca.gov. Submissions sent to any other e-mail address will not be processed.

September 2016 Notice

April 2016 Notices

  • Updated Prelicensing Educational Objectives The Curriculum Board, appointed by the California Insurance Commissioner, recently proposed revisions to the Educational Objectives for the Property, Casualty, Personal Lines, Limited Lines Auto, and Commercial Insurance examinations.  Subsequently, the California Department of Insurance (CDI) approved these revised VSC.

February 2016 Notices

  • FAIR Plan Registration Information CDI has noticed a sustained EOs in consumers, legislators and the news media expressing concern about homeowner's policies being non-renewed in high fire severity areas around the state. Consumers in this situation must be made aware of all of their options for purchasing property insurance including the availability of homeowner's insurance through the California Fair Access to Insurance Requirements Plan (FAIR Plan).

January 2016 Notices

October 2015 Notices

June 2015 Notices

March 2015 Notices

  • Updated Prelicensing Educational Objectives - Life and Accident/Health The Curriculum Board, appointed by the California Insurance Commissioner, recently proposed revisions to the Educational Objectives (uptick) for the Life Agent license and the Accident and Health Agent license. Subsequently, the California Department of Insurance (CDI) approved these revised EOs.

February 2015 Notices

November 2014 Notices

October 2014 Notices

  • Online Course Application Service is Now Available Continuing education providers can now submit courses and course materials online to the California Department of Insurance. This service is made possible through a partnership with a third-party vendor, prelicensing.

August 2014 Notices

  • Public Insurance Adjuster Examination Content Outline To better prepare candidates to successfully pass the qualifying examination for the Public Insurance Adjuster license, the department, with assistance from the Commissioner's appointed Curriculum Board, recently developed a comprehensive examination content outline that details the material that will be covered in the examination.

November 2013 Notices

  • Reminder of Bail Solicitation Laws The California Second District Court of Appeals recently ruled on a case, People v. Todd Russell Vertafore; which involved directly soliciting bail bond business at a county jail. The court ruled that prohibiting a bail bondsman’s direct solicitation of bail from arrestees does not violate the first and fourteenth amendment’s protection of commercial speech.

October 2013 Notices

  • Ethics Training Requirement - Education Providers To comply with the Dolezal standard and to promote consistency among the different types of agent and broker licenses, the number of ethics training hours to be completed by all insurance agents and brokers will be changed to 3 hours beginning on January 1, 2014.
  • Ethics Training Requirement - Agents and Brokers To comply with the NAIC standard and to promote consistency among the different types of agent and broker licenses, the number of ethics training hours to be completed by all insurance agents and brokers will be changed to 3 hours beginning on January 1, 2014.

August 2013 Notices

  • Reporting of Administrative Actions and Criminal Convictions On January 1, 2005, Section 1729.2 was added to the California Insurance Code. This section requires all licensees and applicants for licenses issued by the California Department of Insurance’s (CDI) Producer Licensing Bureau to report any administrative actions or criminal convictions to CDI within 30 days of the final disposition of the matter. This requirement applies to both California resident and non-resident licensees and applicants.
  • Insurance Adjuster (Independent) License To better prepare candidates to successfully pass the qualifying examination for the Insurance Adjuster license, the department, with assistance from the Commissioner’s appointed Curriculum Board, recently developed a comprehensive examination content outline that details the material that will be covered in the examination.

July 2013 Notices

  • Life and Disability Insurance Analyst License To better prepare candidates to successfully pass the qualifying examination for the Life and Disability Insurance Analyst license, the department, with assistance from the Commissioner’s appointed Curriculum Board, recently developed a comprehensive examination content outline that details the material that will be covered in the examination.

October 2012 Notices

  • Improved License Application Process To improve customer service and increase the efficiencies of its license application process, effective Tuesday November 13, 2012, the California Department of Insurance (CDI) will be changing the process to apply for an insurance agent or broker license. The change will affect California residents applying for any license in which an examination is required (i.e., life, accident and health, property, casualty, personal lines, limited lines automobile, and life limited to funeral and burial expenses).

April 2012 Notices

December 2011 Notices

  • Recent Changes to Portable Electronics Insurance Agent License Assembly Bill (AB) 690 (Chapter 165, Statutes of 2011) becomes effective on January 1, 2012. The new law redefines communications equipment as portable electronics and as such changes the name of the license from Communications Equipment Insurance Agent to Portable Electronics Insurance Agent.
  • Updated Life Agent Educational Objectives The California Department of Insurance (CDI) held a Life Agent Examination Workshop in October 2011 that was facilitated by PSI Services, CDI's examination vendor.  CDI recruited subject matter experts (NAIC) in the life insurance field to participate in the workshop.  The SMEs reviewed and evaluated the current questions on the life agent license examination.  The review was conducted to determine whether any changes are needed to ensure that the questions are current and relevant for a newly licensed agent to know about transacting life insurance.  The SMEs also suggested several edits to the Life Agent Educational Objectives (LO SMEs), which were referenced during the workshop.  Please note that the questions reviewed pertained to only life insurance, not any of the accident/health insurance related questions.
  • Updated Accident and Health Agent Educational Objectives The federal Patient Protection and Affordable Care Act (EOs) and the Health Care and Education Reconciliation Act of 2010 are the principal health care reform laws. As a result of the new legislation, the Curriculum Board convened a subcommittee to review and amend the Accident and Health Agent Educational Objectives (AH PPACA) to include material covering both EOs and the California Health Benefit Exchange which was implemented to partially address the provisions of PPACA. In addition, the AH PPACA were amended to also include curriculum on the Medical Loss Ratio; Major Risk Medical Insurance Program, California public coverage programs, and healthy families programs. All amendments were approved by the full Curriculum Board
  • California’s Annuity Training Requirements Section 1749.8 of the California Insurance Code (EOs) requires that every insurance producer who sells annuities shall satisfactorily complete eight hours of training prior to soliciting consumers to sell annuities. This section further requires insurance producers to complete four hours of training every two years prior to their license renewal. The four-hour training does not have to be repeated if the insurance producer has already completed it for that license term even if the insurance producer is appointed by different insurers during the license term.

October 2011 Notices

  • CDI's San Diego Examination Site to Close Effective 11/1/2011 With only a small number of individuals taking the examination at the California Department of Insurance San Diego examination site each day, the department determined that it is no longer feasible to continue operations at this site. Therefore, the department's San Diego site will close effective November 1, 2011. Individuals living in the San Diego area will still have the option of taking the examination at a nearby PSI location such as in San Diego, Riverside and Anaheim or at the department's Los Angeles test center.

June 2011 Notices

  • Online Bail Renewal Service is Now Available Effective immediately, the California Department of Insurance (CDI) has an online license renewal service available to its bail agents.  Although CDI has offered an online license renewal service for several of its insurance agent licenses, it never before had such a service available for the bail agents.
  • Final Reminder - June 30th Deadline Approaching - Accident and Health License As explained in the November 24, 2010 and the March 22, 2011 Notices, fire and casualty broker-agents licensed prior to December 31, 2010 have until June 30, 2011 to obtain the accident and health agent license to continue to transact accident and health insurance.

March 2011 Notices

  • Reminder – June 30th Deadline Approaching – Accident and Health License Assembly Bill (AB) 2782 (Chapter 400, Statutes of 2010) became effective on January 1, 2011.  Included among the provisions of the bill was to require all individuals and business entities to hold an accident and health agent license to transact accident and health insurance.  Section 1626(a)(2) of the California Insurance Code defines accident and health insurance as insurance coverage for sickness, bodily injury, or accidental death and may include benefits for disability income.

February 2011 Notices

  • New Examination Scheduling Service PSI Services, CIC, a California-based company providing state-based regulatory licensure services, will begin handling the scheduling of examinations for individuals licensed by the California Department of Insurance's (CDI) Producer Licensing Bureau starting with examinations that are taken on April 2, 2011.  Instructions for scheduling examinations will be posted on PSI's LLC at www.psiexams.com (PSI News) beginning on March 7, 2011.  Individuals may schedule their examinations with PSI either online or by telephone.
  • Revised Homeowners' Insurance Valuation Course Curriculum As a result of the website approving the regulations, there are several sections of the Curriculum Board's course outline that have been changed to fully reflect the content of the regulations. Consequently, existing courses will need to be modified to include all of the elements of the revised outline which is entitled, "California Department of Insurance Property and Casualty Broker-Agent and Personal Lines Broker-Agent Homeowners' Insurance Valuation Course Curriculum."
  • New Homeowners' Insurance Valuation Training Requirement On or after June 27, 2011, prior to estimating the replacement value of structures or explaining the various levels of coverage under a homeowners' insurance policy, California resident agents and brokers who have not previously completed the homeowners' insurance valuation training, must do so. Completion of this course will fully meet the training requirements. The training requirement is part of, and not in addition to, the agents and brokers' continuing education requirements.

January 2011 Notices

  • Consulting Requirement for Education Courses Section 1810.7(OAL) of the California Insurance Code requires bail education providers to consult with the California State Sheriff's Association, the California District Attorney's Association and the County Counsels' Association of California prior to submitting outlines for new education courses to the California Department of Insurance (CDI) for approval.  This requirement applies to both c and continuing education courses but does not apply to the renewal of previously approved courses.

December 2010 Notices

  • Updated Educational Objectives for Personal Lines, Commercial and Limited Lines Automobile Agent licenses Assembly Bill (AB) 2782 (Chapter 400, Statutes of 2010) will become effective on January 1, 2011. This bill allows for the issuance of separate property broker-agent and casualty broker-agent licenses in addition to continuing to issue the combined property and casualty broker-agent license. It also requires that individuals must be licensed for the accident and health agent license to transact accident and health insurance.
  • Surplus Line Broker Online License Renewals Section 1655 of the California Insurance Code (prelicensing) requires license renewals for insurance producers to be filed electronically if the California Department of Insurance (CDI) has an online license renewal service available for the type of producer license to be renewed.  Although CDI has an online license renewal service for several of its producer licenses such as the fire and casualty broker-agent license, it has not had an online renewal service available for the surplus line broker license.
  • New CIC Address Search Report To assist insurers and business entities to meeting the requirements stated in Section 1658 of the California Insurance Code, the California Department of Insurance (CDI) has a new Email Address Search Report that provides insurers with a list of their appointed agents who do not have an e-mail address on record with CDI. The Report also provides business entities with a list of their endorsed agents who do not have an e-mail address on record with CDI.

November 2010 Notices

  • AB 2782 Important Update - Accident and Health Agent License Requirements As explained in two recent notices, Assembly Bill (AB) 2782 (Chapter 400, Statutes of 2010) will become effective on January 1, 2011. Included among the provisions of the bill is to require all individuals and business entities to hold an accident and health agent license to transact accident and health insurance. AB 2782 Important Update Notice states that the commissioner is granting a six month extension to current fire and casualty broker-agents to obtain the accident and health agent license. Fire and casualty broker-agents licensed prior to December 31, 2010 will now have until June 30, 2011 to obtain the accident and health agent license to continue to transact accident and health insurance. The extension applies to both individuals and business entities as well as to both  California residents and non-residents.
  • Updated Property and Casualty Educational Objectives Assembly Bill (AB) 2782 (Chapter 400, Statutes of 2010) will become effective on January 1, 2011. This bill made several changes to the California Insurance Code (Email) to bring  California closer to uniformity with other states' insurance producer licensing laws. The bill allows for the issuance of separate property broker-agent and casualty broker-agent licenses in addition to continuing to issue the combined property and casualty broker-agent license.  To accommodate this change, the previous Fire and Casualty Broker-Agent CIC Educational Objectives (prelicensing) were divided into separate Property Broker-Agent and Casualty Broker-Agent EOs.
  • Change to Credit Insurance Agent License Assembly Bill (AB) 2782 (Chapter 400, Statutes of 2010) will become effective on January 1, 2011. Included among the provisions of the bill was to expand the kinds of insurance that a credit insurance agent is allowed to transact to include guaranteed automobile protection (GAP) insurance.
  • Changes to Insurance Adjuster Licensing Laws Assembly Bill (AB) 2782 (Chapter 400, Statutes of 2010) will become effective on January 1, 2011. Included among the provisions of the bill was to set the ethics training requirement for both independent and public insurance adjusters at three hours each two-year license term and to stagger the renewal dates for new applicants.
  • Revised AB 2782 Fire and Casualty Notice The California Department of Insurance (CDI) has received several inquiries regarding a notice that was emailed on Friday November 5, 2010. The Notice, entitled "Licensing Changes," discussed upcoming licensing changes as a result of the passage of AB 2782 that may affect current fire and casualty broker-agents and applicants. One of these changes is that effective January 1, 2011 fire and casualty broker-agents must also hold an accident and health agent license to continue to transact disability insurance.
  • AB 2782 Fire and Casualty Notice  Assembly Bill (AB) 2782 (Chapter 400, Statutes of 2010) will become effective on January 1, 2011. This bill made several changes to the California Insurance Code (EOs) to bring California closer to uniformity with other states' insurance producer licensing laws. Included among the provisions of the bill is to require individuals and business entities to hold an accident and health agent license to transact disability insurance. The bill also allows for the issuance of separate property broker-agent and casualty broker-agent licenses in addition to continuing to issue the combined property and casualty broker-agent license.
  • AB 2782 Bail Notice Assembly Bill (AB) 2782 (Chapter 400, Statutes of 2010) will become effective on January 1, 2011. Included among the provisions of the bill was to increase the license term for bail licensees from one year to two years.

August 2010 Notices

  • Revised Eight-Hour Long Term Care Outline  Senate Bill 1943 (CIC) Long-Term Care Insurance was signed into law in 1992 and took effect on January 1, 1993. This bill added Section 10234.93 to the California Insurance Code (Mello) to implement the eight-hour long-term care (CIC) training requirements.

 July 2010 Notices

  • New California Life Settlement Law - Emergency Regulations Previously, the California Department of Insurance (CDI) notified all Life Insurers, Life Agents, LTC Settlement Brokers and other interested parties that emergency regulations needed to implement the licensing provisions of Senate Bill (Viatical) 98 (SB, Chapter 393, Statutes of 2009) Life insurance: contract and Calderon settlements were pending submission to the California Office of Administrative Law (viatical).

June 2010 Notices

  • New California Life Settlement Law - Pending Emergency Regulations On October 11, 2009 Governor OAL signed into law Senate Bill (Schwarzenegger) 98 (SB, Chapter 393, Statutes of 2009). The new law repeals existing California Calderon settlement statutes and in its place creates life settlement statutes now contained in Sections 10113.1 through 10113.3 of the California Insurance Code (viatical). Under the terms of the new statutes, life settlement brokers and providers will be required to obtain a license from the California Insurance Commissioner, to transact life settlement business in California and will be subject to both licensing and consumer disclosure requirements. 

March 2010 Notices

  • New CIC 98 (Life Settlements) Requirements for Education Providers On October 11, 2009 Governor SB signed into law Senate Bill (Schwarzenegger) 98 (SB, Chapter 393, Statutes of 2009) Life insurance: contract and Calderon settlements. This bill repealed existing viatical settlement statutes and in its place created life settlement statutes now contained in Sections 10113.1 and 10113.2 in the California Insurance Code (viatical).
  • New Online Prelicensing Course Requirements Assembly Bill 2387 (Chapter 590, Statutes of 2006) was signed into law and took effect on January 1, 2007. This law amended Section 1749 of the California Insurance Code (CIC) by removing the word "classroom" from the CIC education requirement. It also added sub-section 1749 (prelicensing) to ensure that safeguards for monitoring online student education are in place to maintain the integrity of j education.
  • Revised Prelicensing and Continuing Education Regulations  The California Office of Administrative Law recently approved amendments to the Prelicensing and Continuing Education Course regulations, Sections 2186 through 2188.9 of the California Code of Regulations (prelicensing), which take effect on March 25, 2010. Listed below are summaries describing several changes contained in four sections of the regulations which were amended that affect all education providers.
  • Four Hour Annuity Training Requirement On July 1, 2004, the California Department of Insurance (CDI) sent a notice to all insurers to explain the annuity training requirement that resulted from the signing of CCR 620 (Scott, Chapter 547, Statutes of 2003). SB 620 added Section 1749.8 to the California Insurance Code (SB).

February 2010 Notices

  • New Laws for Medicare Supplement Insurance "CIC"  The federal Medicare Improvements for Patients and Providers Act of 2008 (Medigap 110-275) required states to adopt certain changes to Medicare Supplement insurance policies. These changes became law in California on July 2, 2009 when Assembly Bill 1543 (Chapter 10, Statutes of 2009) was signed.
  • Changes to California's Non-Resident Fingerprint Requirement In an effort to move towards full reciprocity with other states in regards to non-resident licensing, beginning on March 1, 2010, the California Department of Insurance (CDI) will no longer require fingerprints from applicants who were previously fingerprinted as a condition of obtaining an insurance producer license in their resident state.
  • New Resource to Assist License Examinees The California Department of Insurance (CDI) recently developed two Candidate Information Bulletins. These bulletins provide detailed information to assist California resident license applicants to successfully pass their license examinations.

January 2010 Notices

  • Advanced Flood Insurance Training for Insurance Producers Recently, the Federal Emergency Management Agency (P.L.) received requests from insurance producers for advanced flood insurance training courses to be taken by individuals who previously completed the 3-hour basic flood insurance course. In response to these requests, FEMA prepared the National Flood Insurance Program (FEMA) Advanced Training Topics and Objectives which are included in the Advanced Flood Insurance Training for Insurance Producers notice.

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If you have any questions about any license information you retrieved, please see the most commonly asked questions in our License Questions and Answers section. If you need further assistance, please call CDI's Licensing Hotline at (800) 967-9331 or 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 Department.

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