What Are The Procedures For Obtaining A Resident Insurance Agent License?

Candidates should:

Complete required prelicensing education.
Apply to the Department of Justice Crime Information Bureau for a crime check. Candidates may use form DJLE250, found in the Candidate Handbook. Crime checks cannot be more than 180 days old at the time of the examination.
Assemble documentation needed for any "yes" answers to the application questions.
Make an examination reservation with the exam administrator, Assessment Systems, Inc.
Obtain passing score on the appropriate examination. The Office of the Commissioner of Insurance (OCI) will issue the license once they have been informed by Assessment Systems, Inc. that the candidate has passed the examination and are satisfied that the candidate has met all licensing requirements.

Have the insurance company appoint them with OCI by submitting form OCI 11001 to OCI. Candidates are not eligible to solicit insurance business until they are properly listed by each insurer. This form is available from OCI to companies only.

Information on Insurance Licensing for Corporations, Partnerships, and Firms is available online on the OCI Web site. The following licensing information is also available:

Reinsurance Intermediary Fact Sheet
Managing General Agent Fact Sheet
Information Sheet on Surplus Lines Insurers and Agents

Other Wisconsin Insurance FAQs

Q: Where Can I Obtain Insurance Licensing Information?
A: You may obtain licensing information from the State of Wisconsin Office of the Commissioner of Insurance (OCI). Address: State of Wisconsin Office of the Commissioner … More
Q: What Is The Pre-Licensing Education Requirement?
A: Prelicensing education is required for all candidates applying for a license in the major lines of Life, Accident & Health, and Property and Casualty. Education must … More
Q: Please Explain The Crime Check Process.
A: Another part of the application process includes the submission of a Crime Information Bureau report from the Wisconsin Department of Justice. The Office of the … More
Q: How Do I Register For And Schedule An Insurance Licensing Examination?
A: Assessment Systems, Inc. (ASI) administers insurance licensing examinations in Wisconsin. Candidates may make a reservation by: calling ASI Customer Care at (800) … More
Q: How Do I Obtain The Licensing Application Forms?
A: The quickest way to obtain application forms is on the Office of the Commissioner of Insurance web site. Click on the following link: License ApplicationsOCI … More
Q: What Is The Continuing Education Requirement?
A: All resident insurance agents who hold a license in any of the major lines of insurance (property, casualty, life, and accident and health) as well as those licensed … More
Q: Do I Need To Notify The Oci Of A Change Of Address?
A: Wisconsin law requires every resident or nonresident agent to provide their current residence address. Agent records retained by OCI do not include a business address … More