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You are here: www.tdi.texas.gov . licensing . agent . agfaq

Agent and Adjuster Licensing FAQs

A Continuing Education FAQs is now available. It contains many beneficial questions, all related to continuing education requirements.

Answers

How do I apply for an agent's license?

Refer to the License Types Information and Descriptions chart to determine whether a state-administered exam is required, if you must take a company-administered exam, or if you are exempt from taking any exam.

If a state examination IS required:

  • Candidates should review the Candidate Handbook from Pearson VUE, our testing vendor. It contains exam content outlines, important information regarding eligibility, and details the exam process and the licensing application process;
  • contact Pearson VUE to make an exam reservation;
  • appear at the assessment center the day examination is scheduled; and
  • submit a Pearson VUE license application to Pearson VUE.
  • Appropriate forms can be accesed via Pearson VUE forms; or call their toll free number (888) 754-7667.

If a state examination is NOT required:

If a company administered examination is required for a Funeral Pre-Need, County Mutual, or a Life Insurance Not Exceeding $25,000 applicant:

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How to submit supporting documentation for a PENDING APPLICATION:

PAPER:

If your application submission was via paper, follow the instructions provided on the application for submitting additional documentation.  The required attachments must be mailed to:

Texas Department of Insurance Licensing
MC 107-1A

PO Box 149104
Austin, TX  78714-9104


ELECTRONIC:

If your application submission was submitted electronically:

HOW TO SUBMIT YOUR INFORMATION:

A. IF your application was submitted through NIPR’s electronic application, please submit your documentation by attaching and sending them directly to; TDI-NIPRAttachments@tdi.texas.gov

    NOTE:  this is ONLY FOR NIPR electronic filings.   Any other submissions/filing types sent to License@tdi.texas.gov email address will automatically be DELETED.

B. IF your application was submitted through the Compliance Express electronic application, please follow the instructions provided below to attach any required or requested documentation/information.

  • On the License Application Confirmation Page or the License Application Activity Inquiry, find the Attach Supporting Documents button (paperclip icon) in the “Action” column.
  • Click the button to open the Attach Supporting Documents page.
  • There you can browse for the electronic document on your computer system, provide a description to give context for the reviewer, and
  • UPLOAD the document(s) to the license application.
  • Email attachments supporting a PENDING APPLICATION sent to the License@tdi.texas.gov will be DELETED.

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How do I apply for a temporary agent's license?

General Lines-Life, Accident & Health, General Lines-Property & Casualty and Limited Lines applicants submit to Pearson VUE, our testing vendor:

  • Completed Pearson VUE application (read instructions carefully);
  • application fee of $150; and
  • fingerprint receipt.

County Mutual, Life Insurance Not Exceeding $25,000, and Funeral Pre-Need submit to TDI:

A Notice of Appointment is needed at time of application for a temporary license from:

  • the authorized appointing official of an insurance company; or
  • the executive officer or partner of a sponsoring agency; or
  • the sponsoring individual agent.

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How do I apply for a resident adjuster's license?

Refer to the License Type and Descriptions chart to determine whether you may qualify for exemption from the exam. [Non-resident adjusters should refer to question #13 or question#14 for direction.]

Resident adjusters may qualify for a license in one of two ways, if not exempt:

A. By successfully completing a TDI certified course and approved final examination. Students who meet the course requirements and pass the comprehensive test at the end of the course are issued a certificate of completion that is good for one year.
View a list of approved Adjuster Licensing Providers
Once you have completed the course, submit to TDI:

B. By passing the Pearson VUE exam.

  • Candidates should review the Candidate Handbook from Pearson VUE, our testing vendor. It contains exam content outlines, important information regarding eligibility, and details the exam process and the licensing application process;
  • contact Pearson VUE to make an exam reservation;
  • appear at the assessment center the day the examination is scheduled; and
  • submit a Pearson VUE license application to Pearson VUE.
  • Appropriate forms can be accesed via Pearson VUE forms; or call their toll free number (888) 754-7667.

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May I send a completed license application by fax?

No. Faxed applications are not acceptable.

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Where may I find licensing forms?

Forms are available for download at the TDI Forms page. The FASTPASS / Fingerprint Card Scan Authorization forms required for fingerprinting and other forms are available for download at the TDI Forms page.

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How do I apply for a Texas non-resident license?

Non-residents who hold a current license in their resident state may apply by reciprocity and are exempt from the fingerprint requirement. These non-residents may apply to TDI by submitting:

A non-resident may also apply online through electronic Non-Resident Licensing (eNRL).

Non-resident applicants who do NOT hold a current license in good standing in their state of residence must provide a FAST fingerprint receipt received from MorphoTrust USA evidencing that fingerprints have been submitted to the Texas Department of Public Safety. They must pass the proper Texas licensing examination (if required).  Carefully review the Fingerprinting Requirements and Instructions document before proceeding.

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I am moving to Texas and now hold a Texas non-resident license. How do I keep this license with no lapse time?

Submit a signed and dated address change request, BEFORE the license expiration date, to:

Agent and Adjuster Licensing Office
MC 107-1A
PO Box 149104
Austin, TX  78714-9104


or fax it to 512-490-1029
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How do I get study material to use for examination preparation?

  • The Texas Department of Insurance does not provide or develop study materials for the exams. However, we suggest that you:
    • Review the exam content outline in the Candidate Handbook.
    • Contact your sponsoring company, agent or agency for referrals to study materials or exam prep-courses.
    • Use your PC search engine to look for public internet listings of vendors and organizations offering Texas insurance examination study materials.
    • Visit www.sircon.com/texas selecting 'Lookup continuing education providers/courses' link and contact Texas approved CE providers for study materials for the Texas Insurance license qualifying examinations.

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How do I renew my license?

  • About 85 days before your license expires, a perforated renewal invoice is sent to your last known mailing address on file with TDI. Tear-off the bottom portion of the renewal invoice and return with your fee. You may return the renewal invoice in the pre-addressed envelope with a check or money order
    OR
  • renew by credit card (most major cards accepted) through Texas.gov or Sircon.

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How do I get a copy of my license?

Individuals now have the ability to print a copy of their own license via the internet.  Individuals will need to utilize www.sircon.com/Texas to print a copy of their license.

Effective March 1, 2015, licenses will no longer be sent via postal mail.

NOTE:  You will need your LICENSE NUMBER to print your license.

If your application was submitted through NIPR, or submitted via paper, there are two ways to print your license:

  1. If you obtain a ProducerEDGE account at no cost, there is no fee for printing your license from your ProducerEDGE account. Refer to www.sircon.com/Texas for information on how to obtain a ProducerEDGE account.

NOTE: You can look up your license number from within ProducerEDGE.

  1. If you do not obtain a ProducerEDGE account; a $5.00 dollar fee will be required at www.sircon.com/Texas.

NOTE:  You can look up your license number at the following locations:

https://www.sircon.com/ComplianceExpress/Inquiries/index.jsp?nonSscrb=Y&sscrbid=9999

or

https://txapps.texas.gov/NASApp/tdi/TdiARManager

NOTE:  After the $5.00 fee is paid, copies may be printed for an additional 30 days at no charge.

If your application was submitted through Compliance Express, there are also two ways to print your license:

  1. If you obtain a ProducerEDGE account at no cost, there is no fee for printing your license from your ProducerEDGE account. Refer to www.sircon.com/Texas for information on how to obtain a ProducerEDGE account.

NOTE: You can look up your license number from within ProducerEDGE.

     2. Otherwise, you may obtain a copy for free within 30 days from the date the application was approved at www.sircon.com/Texas.  After 30 days, a $5.00 fee will be required.

NOTE:  You can look up your license number at the following locations:  https://www.sircon.com/ComplianceExpress/Inquiries/licenseApplicationInquiry.do?action=start&nonSscrb=Y&sscrbid=9999.  Use a Date Range or Confirmation number to locate the license number.  Once located, you will be able to print directly from the screen.

or

     https://txapps.texas.gov/NASApp/tdi/TdiARManager

NOTE:  After the $5.00 fee is paid, copies may be printed for an additional 30 days at no charge.

If you have any questions, you may contact us by e-mail at: License@TDI.texas.govReturn to TopReturn to Top


How do I get a letter of certification?


There are two ways to get a letter of certification.

  Request and print a TDI letter of certification on-line through our database vendor, Sircon Corporation. An $11 state fee, plus vendor’s convenience fee applies.

   OR

  Complete, print, and mail the Request for Letter(s) of Certification, (TDI Form FIN530), with the $11 state fee to the address on the form.

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Why do you publish insurance agent's and adjuster's home addresses?

Our application requests a MAILING address, RESIDENTIAL address and physical location BUSINESS address be indicated. Keep in mind that all correspondence that is mailed from TDI will be mailed to your MAILING address on record.

All agent information except for social security number and criminal history is public information and may be accessed by the public. You may obtain/indicate a PO BOX address for your mailing address.

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 How do I apply for a Texas non-resident adjuster license?

Non-residents who hold a current license in their resident state may apply by reciprocity and are exempt from the fingerprint requirement. These non-residents may apply to TDI by submitting:

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 How do I apply for a license as a non-resident adjuster, designating Texas as the home state?
General Information:  Some states do not license adjusters. A resident of one of those states may obtain a Texas adjuster license by meeting all Texas resident license requirements and then designating Texas as the home state for the adjuster license only. Non-resident adjusters, designating Texas as the resident state, must comply with the continuing education requirements as outlined in TIC §4101 and 28 TAC §19.1001- 19.1020.   
Refer to the License Type and Descriptions chart to determine whether you may qualify for exemption from the exam.

Adjusters may qualify for a license in one of two ways, if not exempt:

A. By successfully completing a TDI certified course and approved final examination. View a list of approved adjuster licensing providers here.
Once you have completed the course, submit to TDI:

B. By passing the Pearson VUE exam:

  • Candidates should review the Candidate Handbook from Pearson VUE, our testing vendor. It contains exam content outlines, important information regarding eligibility, and details the exam process and the licensing application process;
  • contact Pearson VUE to make an exam reservation;
  • appear at the assessment center the day the examination is scheduled; and
  • submit a Pearson VUE license application to Pearson VUE.

      Appropriate forms can be accessed via Pearson VUE forms; or call their toll free number (888) 754-7667.

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For more information contact:

Last updated: 08/18/2015

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