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 website containing more detailed information related to the notice.
2024 | 2023 | 2022-21 | 2020-19 | ;2018-17 | 2016-15 | 2014-2010
2024
- Notice - New 2025 Variable Life Insurance Policies Two-Hour Course
- Notice - New 2025 Life Insurance Policies Four-Hour Course
- Notice - License Examinations Available in Tagalog
- Notice - Fingerprint Fee Increase Non-Resident Applicants Company Officers and Directors
- Notice - Requirement to Report Changes in Background Information (Annual Reminder)
2023
- Notice - AB 451 License Examinations Available in Multiple Languages
- Notice - Reviewed Life and LIfe-Limited Objectives, Revised AHS Curriculum
- Notice - Reminder of Bail Solicitation Laws
- Notice - Revised Public Insurance Adjuster Educational Objectives and Independent Insurance Adjuster Examination Objectives
- Notice - New Bail Fugitive Recovery Agent Act and New Bail Online Services
- Notice - Revised Bail Educational Objectives
- ANNUAL REMINDER - Required Reporting of Change in Background Information
- Notice - New Required Ethics One Hour of Study on Insurance Fraud
- Revised Ethics Training Includes New Law Requiring Providers to Incorporate Department’s One Hour of Study on Insurance Fraud
2022
- Notice – Revised, New Law Requires Licensees to Include Their License Number on Emails
- Required Endorsement of Employees Who Sell Credit Insurance
- Revised Eight-Hour Long-Term Care Course Outline and Attachments
- Update -Service Interruption Scheduled for Conversion of California Producer License Types and License Qualifications
- Service Interruption Scheduled for Conversion of California Producer License Types and License Qualifications
- Notice- Annual Reminder - Required Reporting of Change in Background Information
2021
- New Exemptions to Independent Insurance Adjuster Bond Requirement
- Notice - Revised Educational Objectives
- Notice - Annual Reminder - Required Reporting of Changes to Background Information
- Enhanced Check a License Status Online Service
2020
- License Examination Remote Testing to Begin Monday, August 24, 2020
- Updated Bail Agent Educational Objectives
- Prelicensing Requirements During COVID-19 Pandemic
- Health Care Sharing Ministries
- New Independent Insurance Adjuster Registration and Certification Online Services
- Information for Producer License Applicants Regarding Proposition 64, the "Adult Use of Marijuana Act"
2019
- Update on CDI's Move to Sircon's Enhanced Online Services and the Launch of CDI’s New Check License Application Status Service (CLASS)
- Sales of Annuities and other Life Insurance Products to Veterans
2018
- Updated Life-Limited to the Payment of Funeral and Burial Expenses Examination Objectives and Examination
- Individual Tax Identification Numbers Are Now Accepted
- Fingerprint Fee Increase
- Independent Adjuster Firm Employees and Registration of Adjusters not licensed in California
- Required Reporting of Administrative Actions and Criminal Convictions
2017
- Sacramento Exam Site to Close
- New Spanish Language Exams Starting November 1st
- Updated 12-Hour Ethics and California Insurance Code Prelicensing Educational Objectives
- Spanish Language Educational Objectives
- Updated Bail Prelicensing Educational Objectives
- New Agent Language Locator Service Registration
- New Agent Language Locator Service Update
- New Agent Language Locator Service
- Required Reporting of Administrative Actions and Criminal Convictions
2016
- New Public Adjuster License Law - Revised
- Statutory Limits On Taking Insurance License Examinations
- New Prelicensing Education Requirement for Public Adjuster License Applicants
- Submission of Vehicle Service Contract Forms
- San Francisco Exam Site to Close
- Updated Prelicensing Educational Objectives - Property, Casualty, Personal Lines, Limited Lines Auto, and Commercial Insurance
- FAIR Plan Registration Information
- Request that Producers Educate Consumers about the Availability of the State and Federal Earned Income Tax Credit
2015
- Helping Consumers in High Risk Wildfire Areas Obtain Homeowners' Insurance
- Online Service Now Available for Expired Licenses
- Updated Prelicensing Educational Objectives - Life and Accident and Health
- Automobile Insurance for License Holders Qualifying Under Assembly Bill 60
(Non-citizen Licensure)
2014
- Amended Prelicensing and Continuing Education Regulations
- Online Course Application Service is Now Available
- Public Insurance Adjuster Examination Content Outline
2013
- Reminder of Bail Solicitation Laws
- Ethics Training Requirement - Education Providers
- Ethics Training Requirement - Agents and Brokers
- Reporting of Administrative Actions and Criminal Convictions
- Insurance Adjuster (Independent) License
- Life and Disability Insurance Analyst License
2012
- Improved License Application Process
- Vehicle Service Contract Provider - Request for updated information
2011
- Recent Changes to Portable Electronics Insurance Agent License
- Updated Life Agent Educational Objectives
- Updated Accident and Health Agent Educational Objectives
- California's Annuity Training Requirements
- CDI's San Diego Examination Site to Close on 11/1/2011
- Online Bail Renewal Service is Now Available
- Final Reminder - June 30th Deadline Approaching - Accident and Health License
- Reminder – June 30th Deadline Approaching – Accident and Health License
- New Examination Scheduling Service
- Revised Homeowners' Insurance Valuation Course Curriculum
- New Homeowners' Insurance Valuation Training Requirement
- Consulting Requirement for Education Courses
2010
- Updated Educational Objectives for Personal Lines, Commercial and Limited Lines Automobile Agent licenses
- Surplus Line Broker Online License Renewals
- New Email Address Search Report
- AB 2782 Important Update - Accident and Health Agent License Requirements
- Updated Property and Casualty Educational Objectives
- Change to Credit Insurance Agent License
- Changes to Insurance Adjuster Licensing Laws
- Revised AB 2782 Fire and Casualty Notice
- AB 2782 Fire and Casualty Notice
- AB 2782 Bail Notice
- Revised Eight-Hour Long Term Care Outline
- New California Life Settlement Law - Emergency Regulations
- New California Life Settlement Law - Pending Emergency Regulations
- New SB 98 (Life Settlements) Requirements for Education Providers
- New Online Prelicensing Course Requirements
- Revised Prelicensing and Continuing Education Regulations
- Four Hour Annuity Training Requirement
- New Laws for Medicare Supplement Insurance "Sircon's"
- Changes to California's Non-Resident Fingerprint Requirement
- New Resource to Assist License Examinees
- Advanced Flood Insurance Training for Insurance Producers
July 2024
- Notice - New 2025 Variable Life Insurance Policies Two-Hour Course - The California Department of Insurance (Department) recently approved the Commissioner-appointed Curriculum Board’s proposed creation of the new 2025 Variable Life Insurance Policies Two-Hour Course.
June 2024
- Notice - New 2025 Life Insurance Policies Four-Hour Course - The California Department of Insurance recently approved the Commissioner-appointed Curriculum Board’s proposed New 2025 Life Insurance Policies Four-Hour Course.
- Notice - License Examinations Available in Tagalog - License examinations in Tagalog/Filipino for Accident and Health or Sickness, Life, Life, Accident and Health or Sickness, Life-Limited to the Payment of Funeral and Burial Expenses, Life and Disability Analyst, Property and Casualty, Property, Casualty, Personal Lines, Limited Lines Auto, and Commercial are offered beginning July 1, 2024.
April 2024
- Notice - Fingerprint Fee Increase Non-Resident Applicants Company Officers and Directors - Effective May 1, 2024, the California Department of Insurance’s contracted fingerprint vendor, Accurate Biometrics, will increase their fee to electronically submit the FBI fingerprint card (FD-258) to the California Department of Justice (DOJ) from $10 to $26. This will increase the fee for non-resident individual license applicants and insurance company officers and directors, who are required to submit an FBI fingerprint card (FD-258), from $59 to $75 for each set of fingerprint impressions. The $75 fee includes the FBI processing fee of $17, California DOJ processing fee of $32 and Accurate Biometrics’ new fingerprint submission fee of $26.
March 2024
- Notice - Requirement to Report Changes in Background Information (Annual Reminder) - California Insurance Code section 1729.2 requires all licensees and applicants to report any changes in background information to the California Department of Insurance (Department) within 30 days of the date the licensee or applicant learns of the change in background information.
September 2023
- Reminder of Bail Solicitation Laws - On August 24, 2023, the California Supreme Court issued an opinion upholding California Code of Regulations, title 10, section 2076, which prohibits bail bond agents from entering into arrangements whereby they are notified by jail inmates when individuals have been arrested and may need bail services.
June 2023
- Revised Public Insurance Adjuster Educational Objectives and Independent Insurance Adjuster Examination Objectives - The California Department of Insurance (Department) recently approved the Commissioner-appointed Curriculum Board’s revisions to the Public Insurance Adjuster Educational Objectives and Independent Insurance Adjuster Examination Objectives (Objectives).
May 2023
- New Bail Fugitive Recovery Agent Act and New Bail Online Services - This Act requires all individuals who are currently or would like to be a Bail Fugitive License Recovery Person to be licensed by the California Department of Insurance
(Department).
April 2023
- Revised Bail Educational Objectives - The California Department of Insurance Department) recently Curriculum approved the Commissioner-appointed Curriculum Board’s revisions to the Bail Educational Objectives (EOs).
March 2023
- ANNUAL REMINDER - Required Reporting of Change in Background Information - California Insurance Code (CIC) Section 1729.2 requires all licensees and applicants for licenses issued by the CDI’s Producer Licensing Bureau to report any changes in background information to CDI within 30 days of the date the licensee or applicant learns of the change in background information.
- Notice - New Required Ethics One Hour of Study on Insurance Fraud - The California Department of Insurance hereby notifies you that sections 1749, 1749.3, 1749.31, 1749.32, and 1749.33 of the California Insurance Code were amended to require licensed California resident agents and brokers and applicants for a California resident agent-broker license to complete “one hour of study on insurance fraud” as a part of, and not in addition to, their ethics training requirement. (Senate Bill 1242 [Senate Committee on Insurance, Chapter 424, Statutes of 2022])
January 2023
- Revised Ethics Training Includes New Law Requiring Providers to Incorporate Department’s One Hour of Study on Insurance Fraud. The California Department of Insurance (Department) recently approved the Commissioner-appointed Curriculum Board’s proposed revisions to the 12-Hour Ethics and California Insurance Code Educational Objectives (EO) and the Three-Hour Ethics Training Course Development and Review Guidelines (Guidelines) to incorporate one hour of study on insurance fraud.
December 2022
- New Law Requires Licensees to Include Their License Number on Emails. Starting January 1, 2023, the new Cal. Ins. Code section 1725.5(c) will take effect and require specific resident and non-resident insurance producers, independent insurance adjusters, public insurance adjusters, and analysts include their license number on emails.
- Required Endorsement of Employees Who Sell Credit Insurance. Effective January 1, 2023, all individuals who sell credit insurance must be licensed as a credit insurance agent or endorsed by their credit insurance agency and organization* as stated in California Insurance Code (Cal. Ins. Code) section 1758.9.
August 2022
- Revised Eight-Hour Long-Term Care Course Outline and Attachments. The California Department of Insurance (CDI) recently approved the Commissioner-appointed Curriculum Board’s proposed revisions to the Eight-Hour Long-Term Care (LTC) Course Outline (Course Outline) and its attachments.
May 2022
- Update -Service Interruption Scheduled for Conversion of California Producer License Types and License Qualifications - There are new conversion dates listed below for the California Department of Insurance’s (CDI) project to convert specific producer license qualifications and producer license types listed below to provide uniformity with standards in the National Association of Insurance Commissioners Producer Licensing Model Act (PLMA).
April 2022
- Service Interruption Scheduled for Conversion of California Producer License Types and License Qualifications - The California Department of Insurance (CDI) will convert specific producer license qualifications and producer license types listed below to provide uniformity with standards in the National Association of Insurance Commissioners Producer Licensing Model Act (PLMA).
February 2022
- ANNUAL REMINDER - Required Reporting of Change in Background Information - California Insurance Code (CIC) Section 1729.2 requires all licensees and applicants for licenses issued by the CDI’s Producer Licensing Bureau to report any changes in background information to CDI within 30 days of the date the licensee or applicant learns of the change in background information.
December 2021
New Exemptions - On January 1, 2022, exemptions to the independent insurance adjuster surety bond (bond) requirement will take effect. Specifically, Assembly Bill 1511 (Chapter 624, Statutes of 2021) amended California Insurance Code (Cal. Ins. Code) sections 14050, 14051, and 14052 to provide the following bond exemptions.
September 2021
- Notice - Revised Educational Objectives - The California Department of Insurance (CDI) recently approved the Commissioner-appointed Curriculum Board’s revisions to the following Educational Objectives (EOs): Property; Casualty; Personal Lines; Limited Lines Automobile Agent; and Commercial Insurance. The revised EOs include new curriculum on wildfire and pet insurance laws.
March 2021
- Notice - Annual Reminder - Required Reporting of Changes to Background Information - California Insurance Code (Cal. Ins. Code) Section 1729.2 requires all licensees and those who have pending license applications with the California Department of Insurance (CDI) Producer Licensing Bureau to report any changes to background information to CDI within 30 days of the date the licensee or applicant learns of the change in background information. This notice serves to remind all affected parties of the reporting requirements for changes to background information pursuant to Cal. Ins. Code Section 1729.2.
February 2021
- Launch of California Department of Insurance’s (CDI) enhanced Check a License online service. -& We are pleased to announce today’s launch of California Department of Insurance’s (CDI) enhanced Check a License online service.
August 2020
- License Examination Remote Testing to Begin Monday, August 24, 2020 - Beginning Monday, August 24, 2020, license applicants who are required to take a license examination will have the option to take a remote online proctored examination for all insurance licensing examinations.
May 2020 Notice
- Updated Bail Agent Educational Objectives - The Curriculum Board, appointed by the California Insurance Commissioner, recently revised and the California Department of Insurance approved minor revisions to the Bail Agent Educational Objectives
April 2020 Notice
- Prelicensing Requirements During COVID-19 Pandemic - This Notice responds to questions received from some insurance producers and insurance companies regarding issuance of temporary licenses or waiver of the prelicensing requirements during the course of the COVID-19 pandemic.
March 2020 Notice
- Health Care Sharing Ministries - Advisory to industry on do's and don'ts before signing up consumers to Health Care Sharing Ministries (HCSM).
January 2020 Notices
- New Independent Adjuster Registration and Certification Online Services-The California Department of Insurance (CDI) launched its new Independent Insurance Adjuster Registration and Certification Online Services (Adjuster Online Services) for qualified licensed independent insurance adjusters, adjuster firms, and qualified managers to electronically register their employees.
- Proposition 64, the Adult Use of Marijuana Act- Proposition 64 commonly known as the "Adult Use of Marijuana Act", was approved by voters in November 2016 and may impact individuals with Medigap-related convictions.
July 2019 Notices
- Update on CDI’s Move 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 Sircon Enhanced Online Services - The California Department of Insurance recently partnered with Vertafore through its Compliance Express services, powered by Sircon, to offer continuing education (Sircon) providers faster online options to submit their continuing education 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
- Updated Life-Limited to the Payment of Funeral and Burial Expenses Examination Objectives and Examination- The updated Life-Limited Examination Objectives are now available on CDI's website in both English and Spanish
May 2018 Notices
- Individual Tax Identification Numbers Are Now Accepted - Effective May 31, 2018 CDI Now accepts an applicant's or a licensee's Individual Tax Identification Number (ITIN).
April 2018 Notices
- Fingerprint Fee Increase - This Notice announces a fingerprint fee increase effective May 1, 2018.
March 2018 Notices
- Independent Adjuster Firm Employees and Registration of Adjusters not licensed in California - This Notices announces the availability of the new Independent Insurance Adjuster List of Employees and Adjusters Not Licensed in California form.
February 2018 Notices
- Required Reporting of Administrative Actions and Criminal Convictions - This Notice serves to remind all affected parties of the background change reporting requirements that went into effect on January 1, 2005 pursuant to Section 1729.2 of the California Insurance Code.
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
- Updated 12-Hour Ethics and California Insurance Code Prelicensing Educational Objectives - The Curriculum Board, appointed by the California Insurance Commissioner, recently proposed revisions to the 12-Hour Ethics and California Insurance Code Educational Objectives (EOs). Subsequently, the California Department of Insurance (CDI) approved these revised Sircon.
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
- Updated Bail Prelicensing Educational Objectives The Curriculum Board, appointed by the California Insurance Commissioner, recently proposed revisions to the Educational Objectives for the bail examination.
- New Agent Language Locator Service Registration - E-Mail Notification dated February 13, 2017 - The California Department of Insurance is encouraging licensees to register for the new Agent Language Locator service.
January 2017 Notices
- New Agent Language Locator Service Update - E-Mail Notification dated January 19, 2017 - The California Department of Insurance issued an update to the new Agent Language Locator Service.
- New Agent Language Locator ServiceThe California Department of Insurance (CDI) is in the process of developing an online agent language locator service to be made available on its website.
- Required Reporting of Administrative Actions and Criminal Convictions This Notice serves to remind all affected parties of the background change reporting requirements that went into effect on January 1, 2005 pursuant to Section 1729.2 of the California Insurance Code.
December 2016 Notices
- New Public Adjuster License LawEffective January 1, 2017 the Public Insurance Adjusters Act, Section 15000 et seq. 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 ExaminationsEffective 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
- New Prelicensing Education Requirement for Public Adjuster License ApplicantsEffective January 1, 2017, Section 15009.1 was added to the California Insurance Code requiring Public Adjuster license applicants to complete 20 hours of continuing education training prior to licensure.
October 2016 Notices
- Submission of Vehicle Service Contract Forms Effective October 10, 2016, the Department will only accept Vehicle Service Contract ("VSC") form filings (Ins. Code § 12800 et seq.), Express Warranties (Ins. Code § 116.6) and Proof of Financial Responsibility (Ins. Code §§ 12830 and 12836) via electronic mail to VSC [email protected]. Submissions sent to any other e-mail address will not be processed.
September 2016 Notice
- California Department of Insurance's San Francisco Exam Site to Close Effective October 1, 2016 The examination site located at 45 Fremont Street in San Francisco will close effective October 1, 2016.
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 educational objectives.
February 2016 Notices
- FAIR Plan Registration Information CDI has noticed a sustained prelicensing 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
- Request that Producers Educate Consumers about the Availability of the State and Federal Earned Income Tax Credit Many Californians are unaware of the federal and state earned income tax credits. Producers are asked to inform clients and prospective clients about the state and federal earned income tax credit, especially those clients that may be income eligible.
October 2015 Notices
- Helping Consumers in High Risk Wildfire Areas Obtain Homeowners' InsuranceCDI reminds all insurance producers (producers) licensed to transact property insurance of their responsibility to help consumers purchase property insurance, particularly when consumers are finding it difficult to find available and affordable homeowners' insurance.
June 2015 Notices
- Online Service Now Available for Expired Licenses Effective immediately, individuals and entities may use CDI's online service to renew expired insurance producer and insurance adjuster licenses.
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 (EOs) 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
- Automobile Insurance for License Holders Qualifying Under Assembly Bill 60
(Non-citizen Licensure) Assembly Bill (AB) 60 (Chapter 524;Statutes of 2013) enacted California Vehicle Code Section12801.9 which requires the California Department of Motor Vehicles (DMV) to issue driver's licenses to non-citizen license applicants who meet all qualifications for licensure and provide satisfactory proof of their identity and California residency.
November 2014 Notices
- Amended Prelicensing and Continuing Education Regulations The California Office of Administrative Law recently approved amendments to the prelicensing and continuing education regulations. These amendments take effect on February 19, 2015.
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, Vertafore.
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 Dolezal; 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 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.
- 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
- Vehicle Service Contract Provider - Request for updated information Pursuant to California Insurance Code §§ 1656.11 and 1736.52, the Department hereby requests all licensed Vehicle Service Contract Providers to provide notification of changes in officers, directors and controlling persons.
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 (SMEs) in the life insurance field to participate in the workshop. The prelicensing 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 EOs), 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 (PPACA) 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 EOs) to include material covering both PPACA and the California Health Benefit Exchange which was implemented to partially address the provisions of EOs. In addition, the AH EOs 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 (Cal. Ins. Code) 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 Office of Administrative Law 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(c) 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 prelicensing 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 (Cal. Ins. Code) 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 (EOs) 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 (prelicensing) 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 (prelicensing) 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, Life Settlement Brokers and other interested parties that emergency regulations needed to implement the licensing provisions of Senate Bill (SB) 98 (Calderon, Chapter 393, Statutes of 2009) Life insurance: contract and viatical settlements were pending submission to the California Office of Administrative Law (OAL).
June 2010 Notices
- New California Life Settlement Law - Pending Emergency Regulations On October 11, 2009 Governor Schwarzenegger signed into law Senate Bill (SB) 98 (Calderon, Chapter 393, Statutes of 2009). The new law repeals existing California viatical settlement statutes and in its place creates life settlement statutes now contained in Sections 10113.1 through 10113.3 of the California Insurance Code (Cal. Ins. Code). 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 Schwarzenegger signed into law Senate Bill (SB) 98 (Calderon, Chapter 393, Statutes of 2009) Life insurance: contract and viatical 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 (Cal. Ins. Code).
- 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 (j) to ensure that safeguards for monitoring online student education are in place to maintain the integrity of prelicensing 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 (Cal. Code of Regs.), 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 SB 620 (Scott, Chapter 547, Statutes of 2003). SB 620 added Section 1749.8 to the California Insurance Code (Cal. Ins. Code).
February 2010 Notices
- New Laws for Medicare Supplement Insurance "CIC" The federal Medicare Improvements for Patients and Providers Act of 2008 (prelicensing 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 (FEMA) 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 (NFIP) Advanced Training Topics and Objectives which are included in the Advanced Flood Insurance Training for Insurance Producers notice.
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.