Pennsylvania

Yes

No

Within 30 days of contract execution

Producer must be appointed prior to the solicitation of business. The appointment must be submitted to the DOI within 30 days of the appointment effective date, which is the date the agent/agency contract is executed Pennsylvania will accept a paper monthly appointment activity report from approved carriers that have 50 or fewer transactions per calendar year. Monthly reports due within 30 days of prior month's end.

Yes

$0

$0

Yes

No

Yes

Required and is the date supplied on transaction. Must not precede the effective date of appointee or appointer license be in the future and must be less than 30 days old.

Yes

Appointment renewals automatically invoiced via mail.

$15

No

Yes

Voluntary termination; inadequate production; cancelled by general agent; death; company defunct or liquidation; company indebtedness; poor policyholder services; appointed in error

Yes

Required and is the date supplied on transaction. Must not precede the effective date of the appointment or be in the future. Must be less than 30 days old

No fee

Resident New License Insurance Producer: $55 Resident New License Limited Lines: $55 Resident New License Surplus Lines Producer: $200 Non Resident New License Insurance Producer: $110 Non Resident New License Limited Lines: $110 Non Resident New License Surplus Lines Producer: $200

Resident Producer Individual Renewal Fee: $55 Late Renewal Fee: $165 Reinstatement Fee: $165 Resident Surplus Lines Producer Renewal Fee: $200 Late Renewal Fee: $400 Reinstatement Fee: $400 Resident Limited Lines Producer Individual Renewal Fee: $55 Late Renewal Fee: $165 Reinstatement Fee: $165 Resident Title Agent Renewal Fee: $55 Late Renewal Fee: $165 Reinstatement Fee: $165 Motor Vehicle Physical Damage Appraiser Renewal Fee: $55 Late Renewal Fee: $55 Resident Public Adjuster Renewal Fee: $200 Late Renewal Fee: $400 Resident Viatical Settlements Broker Renewal Fee: $100 Late Renewal Fee: $100 Resident Limited Lines Travel Insurance Producer Individual Renewal Fee: $400 Late Renewal Fee: $400 Non-Resident Producer Individual Renewal Fee: $110 Late Renewal Fee: $165 Reinstatement Fee: $165 Non-Resident Surplus Lines Producer Renewal Fee: $200 Late Renewal Fee: $400 Reinstatement Fee: $400 Non-Resident Limited Lines Producer Individual Renewal Fee: $110 Late Renewal Fee: $165 Reinstatement Fee: $165 Non-Resident Title Agent Renewal Fee: $55 Late Renewal Fee: $165 Reinstatement Fee: $165 Motor Vehicle Physical Damage Appraiser Renewal Fee: $55 Late Renewal Fee: $55 Non-Resident Viatical Settlements Broker Renewal Fee: $100 Late Renewal Fee: $100 Non-Resident Limited Lines Travel Insurance Producer Individual Renewal Fee: $400 Late Renewal Fee: $400

60 days before expiration

Last day of birth month every 2 years based on year of first state license issue

Late renewal allowed up to 61 days after expiration; reinstatement allowed up to one year after expiration

60 days before expiration

Last day of birth month every 2 years based on year of first state license issue

Late renewal allowed up to 61 days after expiration; reinstatement allowed up to one year after expiration

No

No

Residence, Business, and Mailing

Agent, Resident Limited Line Producer Individual, Non Resident Producer Individual, Non Resident Limited Line Producer Individual, Resident Limited Lines Travel Insurance Producer Individual, Non-Resident Limited Lines Travel Insurance Producer Individual, Temporary Resident Producer Individual, Risk Retention Group, Resident Title Agent, Nonresident Viatical Settlements Broker, Resident Viatical Settlements Broker, Casualty, Health Maintenance Organization, Broker, Life, Resident Public Adjuster, Agency, Reinsurance Intermediary Broker, Non-Resident Public Adjuster, Non-Resident Surplus Lines Producer, Resident Surplus Lines Producer, Viatical Settlement Provider, Resident Producer Individual, Insurance Administrator, Exclusive General Agency, Restricted Property Agent, Non-Resident Title Agent, Motor Vehicle Physical Damage Appraiser

Included in Producer License Class. Insurers are not required to appoint Brokers per NAIC PLMA

310.71. Appointments (a) Representative of the insurer.--An insurance producer shall not act on behalf of or as a representative of the insurer unless the insurance producer is appointed by the insurer. An insurance producer not acting as a representative of an insurer is not required to be appointed. (b) Representative of the consumer.--An insurance producer acting on behalf of or representing an insurance consumer shall execute a written agreement with the insurance consumer prior to representing or acting on their behalf that: (1) delineates the services to be provided; and (2) provides full and complete disclosure of the fee to be paid to the insurance producer by the insurance consumer

Yes

Supervised instruction or verifiable self-study

Original certificate must be presented at the exam site

Pre-license education credits are valid for 1 year from the course completion date.

The following are exempt from pre-licensing education requirements: a. a business entity; b. a person who has the CLU designation and is applying for Life or Accident and Health line of authority; c. a person who has the CPCU designation and is applying for Property or Casualty line of authority; d. a person who has the CIC designation and is applying for Life, Accident and Health, or Property and Casualty line of authority; e. a person who has any other professional designation for which the requirements are waived by the Commissioner; f. a nonresident licensed for the lines of authority for which applicant is applying; g. a person who has a line of authority limited to limited line credit insurance; h. a person who has a line of authority limited to a limited line; i. a person whose line of authority will be restricted to domestic mutual fire insurance and will be with an insurer writing only coverage other than insurance on automobiles; and j. a person whose line of authority will be restricted to a fraternal agent.

Yes – FBI

Yes, for Resident Licensing

Required with Application - EdentoGO Enrollment Center

NIPR Gateway

Licenses will not be issued until the criminal history report is received by the Pennsylvania Insurance Department from the FBI and all standards for licensure have been met.

None

No

Yes

A producer must notify the Department within 15 business days of a residence or business address change. An agent must also notify all appointing insurers of such a change within 15 business days. Contact Change Request supported via NIPR Gateway.

No

Yes

Yes

60 days prior to expiration until day after expiration date. Late renewal period starts the fourth day after license expiration and ends 60 days after expiration date. Reinstatement period starts the 64th day after expiration and ends one year after expiration date.

Only Public Adjusters

No

N/A

None

Biennially, on expiration date.

24

2 years

Yes

Last day of birth month

Year of first license issuance

Prior to license expiration.

60 days prior to expiration date

Producers licensed for the same line of authority and haven’t added any new lines of authority since before Jan. 1, 1971, are exempt from CE.

Reinstatement is possible within a year of license expiration by submitting a late fee and being current on CE.

Yes, double the CE hours for the first instance of a course every renewal period

3 hours of NFIP course

8-hour initial certification, with 4 hours of LTC-specific training every two years

One-time, 4-hour course

https://agentsync.io/blog/individual-producers/insurance-continuing-education-pennsylvania