Managing general agent

Exam

• To learn about how and where to take an exam, go to Pearson VUE and download the candidate handbook. The Pearson VUE website also provides links to exam outlines and an ESL (English as a second language) request form.
  

  Visite el sitio web de Pearson Vue para descargar el bosquejo de contenido para el examen (Formulario “Content Outlines - Spanish”) y solicite tomar el examen en español (Formulario “English as a Second Language (ESL) Request Form”). Si usted tiene cualquier pregunta sobre cómo tomar el examen, llame a Pearson Vue al 888-754-7667 o puede charlar en línea a través del sitio web de Pearson Vue (Oprima “Need help? Contact customer service”).

• You do not need to take an exam if:
  • Your license has been expired for more than 90 days, but less than one year.
  • You don't live in Texas, but you have a license in good standing in a reciprocal state.
• Veterans can be reimbursed the fees for exams taken on or after February 1, 2019. Veterans who have passed Texas insurance exams can apply to the U.S. Department of Veterans Affairs to get the exam fee reimbursed.

Fingerprint background check

• Most people who apply for a license must: (1) get a fingerprint background check from IdentoGO, and (2) send us a copy of the IdentoGO receipt showing that their fingerprints were sent to the Texas Department of Public Safety.
• Some people can ask for an exemption from getting a fingerprint background check. To learn more, see the Texas Administrative Code.

• You do not need to get a fingerprint background check if:
  • You live in Texas and (1) have an active license or registration with us, and (2) have already submitted fingerprints.
  • You don’t live in Texas, but do hold an active resident license in your home state. If you don’t, you must send one of the following with your application:
    • Your criminal history record from your state’s law enforcement agency, or
    • Your current Certificate of Good Standing from your state.
• To receive your fingerprint service code and instructions, you must begin the application process on TDI’s online initial application and fingerprint portal.
• To learn more, read the fingerprinting requirements and instructions.

Application: agent or agency

• If you want to apply for a resident agent license:
  • You must pass the state licensing exam exam before applying. If you apply before passing the exam, you will be required to: (1) submit a new application after you pass the exam, and (2) pay the application fee again.
  • Complete your fingerprints. Go to Fingerprint background check for more information.
  • You must apply online by using Sircon or the National Insurance Producer Registry.
  • The application fee is $50.
• If you want to apply for a resident agency license:
  • You can apply online by using Sircon or the National Insurance Producer Registry.
  • The application fee is $50.
  • To complete the application, you'll need:
    • A Texas DRLP (designated responsible licensed producer): at least one officer or active partner who holds a Texas license with the same authority.
    • Information for all executive officers, directors, or partners who administer the agency’s operations in Texas.
    • Information for all individuals and entities in control of the agency’s operations.
    • Registration with Texas Secretary of State.
    • Proof of financial responsibility: a bond or an Errors & Omissions policy. Go to Proof of financial responsibility for important details.
    • Fingerprints for non-licensed officers, directors, etc. Go to Fingerprint background check for more information.
  • Limited partnerships and limited liability partnerships must provide a copy of your partnership agreement.
  • If using a DBA, be sure to include a copy of your certified Articles of Incorporation or Articles of Organization and include all amendments.

Questions? Call us at 512-676-6500 or email License@tdi.texas.gov.

Non-resident license

For most states, an active managing general agent license in good standing in your resident / home state is required to apply for a Texas non-resident license.

• For an agent license:
  • Apply online by using Sircon or the National Insurance Producer Registry.
  • The application fee is $50.
• For an agency license:
  • Apply online by using Sircon or the National Insurance Producer Registry.
  • The application fee is $50.
  • To complete your application, you must give information for:
    • A Texas DRLP (designated responsible licensed producer): at least one officer or active partner who holds a managing general agent license.
    • All executive officers, directors, or partners who administer the agency’s operations in Texas.
    • All individuals and entities in control of the agency’s operations.
  • Limited partnerships and limited liability partnerships must provide a copy of your partnership agreement.
  • If using a DBA, be sure to include a copy of your certified Articles of Incorporation or Articles of Organization and include all amendments.

Questions? Call us at 512-676-6500 or email License@tdi.texas.gov.

Temporary license

A temporary license is not offered for a managing general agent license.

Emergency license

An emergency license is not offered for a managing general agent license.

Provisional permit

A provisional permit is not offered for a managing general agent license.

Laws: Texas Insurance Code

Laws about the managing general agent license can be found in the Texas Insurance Code, section 4053.001.