Wisconsin

Yes

Yes

A property and casualty producer doesn't require a carrier appointment to sell, solicit, or negotiate travel insurance.

Within 15 days of contract execution or first business submission; Earlier of the two

WI ADC § Ins 6.57(5,6) An intermediary may not submit an insurance application directly to an insurer or solicit insurance on an insurer's behalf or enter into an agency contract unless the agent is appointed with that insurer within 15 days of the date the agency contract is executed or the first insurance application is submitted.

Yes

$16

$30

No

No

Yes

Required and is the date supplied on transaction. Must be less than 15 days old.

Yes

Via NIPR Portal

January 6 through March 15

Intermediary (Agent) Individual Resident: $16 Intermediary (Agent) Individual Nonresident: $30

No

Yes

Voluntary termination; inadequate production; death; company defunct or liquidation; company indebtedness; cancelled; cancelled for cause; company merger; revoked; suspended for compliance

Yes

Effective date is required and must not be in the future and must be less than 30 days old. Date effective is date supplied on transaction

No fee

No

Email notices are permitted

Within the email body text

Resident New License Insurance Producer major lines: $10.00
Resident New License (Variable Life/Variable Annuity, Travel, Crop, Surety, Legal Expense, Attorney Title): $75.00 (per LOA)
Resident New License Surplus Lines Broker $100.00
Nonresident New License Insurance Producer $75.00 (per LOA)
Nonresident New License Surplus Lines Broker $100.00

Wisconsin: Intermediary (Producer) Individual Renewal Fee: $35.00 Employee Benefit Plan Administrator Renewal Fee: $100.00 Life Settlement Broker (Viatical Settlement) Renewal Fee: $250.00 Managing General Agent Individual Renewal Fee: $35.00 Reinsurance Intermediary Broker Renewal Fee: $35.00 Reinsurance Intermediary Manager Renewal Fee: $35.00 Surplus Lines Renewal Fee: $100.00 Public Adjuster Renewal Fee: $50.00 Navigator Individual Renewal Fee: $35.00 Nonresident: Intermediary (Producer) Individual Renewal Fee: $70.00 Reinstatement Fee: $140.00 Employee Benefit Plan Administrator Renewal Fee: $100.00 Life Settlement Broker Renewal Fee: $250.00 Managing General Agent Individual Renewal Fee: $70.00 Reinsurance Intermediary Broker Renewal Fee: $70.00 Reinsurance Intermediary Manager Renewal Fee: $70.00 Surplus Lines Renewal Fee: $100.00

60 days before expiration

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

60 days before expiration

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

No

No

Residence, Business, and Mailing

Life Settlement Broker, Life Accident & Health, Property And Casualty, Surplus Lines, Public Adjuster, Reinsurance Intermediary Manager, Reinsurance Intermediary Broker, Temporary Producer, Intermediary (Producer) Individual, Employee Benefit Plan Administrator, Managing General Agent Individual, Navigator Individual, Temporary Insurance Intermediary, Warranty Plan

Yes

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

Yes

Supervised instruction, monitored self-study, or verifiable self-study

The commissioner will accept an official transcript or grade report as proof of the satisfactory completion of credit courses. Certificate of pre-licensing education must be provided to each student in hard copy or electronically. The commissioner will not accept attendance at a pre-licensing course based on a student audit of the course.

Pre-licensing education certificates of completion are valid for 1 year from the date of issuance.

Pre-license education is not required of an individual who: I. is applying for a limited line insurance license for credit, legal, crop, surety, travel, title or other limited line insurance; II. has completed a 2-year Wisconsin vocational school degree in insurance and has submitted evidence of this with the application; III. has completed a 4-year college degree in business with an emphasis in insurance and has submitted evidence of this with the application; IV. is applying for a reinsurance intermediary or managing general agent limited line license; V. is applying for an original resident license and: (1) held a license in another state within the previous 12 months for each line being applied for; and (2) submits a letter of clearance (no more than 90 days old); VI. is applying for a nonresident license; VII. is applying for a life line and provides evidence of currently holding any of the following professional designations or successor designations: (1) CEBS; (2) ChFC; (3) CIC; (4) CFP; (5) CLU; (6) FLMI; or (7) LUTCF; VIII. is applying for an accident and health line and provides evidence of currently holding any of the following professional designations or successor designations: (1) RHU; (2) CEBS; (3) REBC; or (4) HIA; or IX. is applying for the property, casualty or personal lines P&C lines and provides evidence of currently holding any of the following professional designations or successor designations: (1) AAI; (2) ARM; (3) CIC; or (4) CPCU. The exempt applicant must submit an exemption request with all supporting documentation as prescribed by the Commissioner. An applicant who is exempt from pre-licensing education must submit a Pre-licensing Exemption Form and official documentation supporting the exemption. a. See https://bit.ly/3hHJpNa for the exemption form. b. The exemption form may be: I. faxed to the Agent Licensing Section at (608)267-9451; II. emailed to ociagentlicensing@wisconsin.gov; III. submitted electronically via the OCI website; or IV. mailed to: Agent Licensing Section P.O. Box 7872 Madison, WI 53707-7872

A producer applicant must complete at least 20 hours of preliminary education taught by Commissioner-approved pre-licensing education providers. The pre-license education courses must include: a. 8 hours of general Wisconsin insurance law and ethics; and b. 12 hours of policies, terms, and concepts of line-specific insurance law for each major line of insurance for which the applicant is seeking a license including: I. 1 hour of principles of insurance; II. 4 hours of general Wisconsin insurance law; III. 3 hours of ethics; IV. 10 hours of policies, terms, and concepts; and V. 2 hours of Wisconsin life, accident and health property, casualty or personal lines insurance law Navigators and certified application counselors must complete 16 hours of pre-licensing training

Yes – Full criminal history

Yes, for Resident Licensing

Taken through FieldPrint

PSI Exams

180 Days

NIPR Gateway

None

No

Personal Lines Property & Casualty

Each intermediary must notify the Commissioner within 30 days in the Commissioner-prescribed manner of any change in the intermediary's name, residence address, contact email address, business address, or mailing address. Contact Change Request supported via NIPR Gateway.

Individual and Business Entities can process via NIPR

No

Yes

No

At least one Designated Responsible Licensed Producer (DRLP) must be listed on the application and hold an active resident or nonresident Intermediary (Producer) Individual license.

60 days prior to expiration date until Feb. 15th of the next even-numbered year.

No

No

Main license meets requirements

Each insurance intermediary firm licensee or applicant must notify the Commissioner in writing within 30 days of any changes in: a. business mailing address; b. business address; c. contact email address; d. location of the business records; or e. name or address of the designated representative Contact Change Request supported via NIPR Gateway.

Only Public Adjusters

No

None

Biennially, on the last day of the month the license was issued.

Nonresidents are required to be registered in the state prior to obtaining an adjuster license. A $20,000 surety bond is required for both residents and nonresidents.

No LOA required

**Licensing Fee: **$50 **Renewal Fee: **$50

Yes

N/A

Yes

24

2 years

Yes

Last day of birth month

Year of first license issuance

Prior to license expiration.

60 days prior to expiration date

60 days prior to expiration date

Licensee has one year to satisfy all CE requirements and pay reinstatement fee.

Yes

3

Proctors required for all end-of-course exams

3 hours of NFIP course

8-hour initial certification including 2 hours specific to Wisconsin Medicaid and LTC, with 4 hours of LTC-specific training every 2 years including 1 hour specific to Wisconsin Medicaid and LTC

One-time, 4-hour course

No

https://sbs.naic.org/solar-external-lookup/license-manager

Resident life settlement brokers in Wisconsin are expected to complete an initial 8-hour training. In addition to the initial 8-hour training, brokers must also complete an ongoing 4 hours of training every 24-month renewal period, 2 of which must be completed every year.

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