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²»Á¼Ñо¿Ëù¹Ù·½ State Licensing Handbook
State Licensing Handbook

ÌýThe purpose of the State Licensing Handbook is to give guidance to state insurance departments and regulated entities on how to administer a producer licensing program. It is based on the ²»Á¼Ñо¿Ëù¹Ù·½'s Producer Licensing Model Act, the Uniform Licensing Standards and all guidelines that have been adopted by the Producer Licensing (D) Task Force and its Working Groups. The Handbook includes information on other licenses that a state licensing director may administer, i.e. adjusters. The Handbook assists regulators in continued movement toward uniformity in procedures among the states. The handbook also contains suggested 'best practices' in administering a state licensing program.

The 2020Ìýversion of the State Licensing Handbook is available from the ²»Á¼Ñо¿Ëù¹Ù·½ Publications Department Click here to access the Publications Catalog.

2020 State Licensing Handbook

2019 ²»Á¼Ñо¿Ëù¹Ù·½ State Licensing Handbook​

Appendix List

Section One – Documents Adopted by the Producer Licensing Working Group and the ²»Á¼Ñо¿Ëù¹Ù·½

  1. Broker Compensation Frequently Asked QuestionsÌý(Appendix A)
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  2. Commercial Lines Multi-State Exemption and Commission Sharing RecommendationsÌý(Appendix B)
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  3. Continuing Education Reciprocity (Appendix C)
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  4. Continuing Education Standardized Terms and Definitions (Appendix D)
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  5. Prelicensing Education Standardized Terms and Definitions (Appendix E)
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  6. Continuing Education Recommended Guidelines for Online CoursesÌý(Appendix F)
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  7. Continuing Education Recommended Guidelines for Classroom Course (Appendix G)
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  8. Continuing Education Reciprocity Uniform Course Filing FormÌý(Appendix H)
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  9. Course Guidelines for Classroom Webinar/Webcast DeliveryÌý(Appendix I)
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  10. Emergency Adjuster Licensing Best Practices GuidelinesÌý(Appendix J)
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  11. Independent Adjuster Reciprocity Best Practices and GuidelinesÌý(Appendix K)
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  12. Independent Adjuster Licensing GuidelineÌý(Appendix L)
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  13. Limited Line Term Life ResolutionÌý(Appendix M)
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  14. Low Compliance Licensing Standards RecommendationsÌý(Appendix N)
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  15. Progress Report to Membership on Producer Licensing State Assessments – March 2009Ìý(Appendix O)
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  16. Progress Report to Membership on Producer Licensing State Assessments – March 2010Ìý(Appendix P)
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  17. Model Bulletin on Flood InsuranceÌý(Appendix Q)
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  18. Model Bulletin on Long-term Care Continuing EducationÌý(Appendix R)
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  19. Producer Licensing Model ActÌý(Appendix S)
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  20. Professional Licensing Standards RecommendationsÌý(Appendix T)
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  21. Public Adjuster Model ActÌý(Appendix U)
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  22. Report of the NARAB Working Group: Recommendation of States Continuing to Meet Reciprocity Requirements of the Gramm-Leach-Bliley ActÌý(Appendix V)
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  23. Uniform Criminal History & Regulatory Action Background Review GuidelinesÌý(Appendix W)
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  24. Uniform Appointment ProcessÌý(Appendix X)
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  25. Uniform Licensing StandardsÌý(Appendix Y)
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  26. Chart on Licensable and Non-Licensable ActsÌý(Appendix Z)

Section Two – General Reference Materials

  1. Sample Continuing Education Program Instructions to Course Providers
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  2. Sample Frequently Asked Questions by Producers Regarding Continuing Education Requirements
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  3. Sample State Licensing Department Internal Training Manual
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