Wisconsin

Yes

Yes

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

JIT appointments permitted. Appointment must be submitted within 15 days of the date the agent/agency contract is executed or the first piece of business is submitted to the carrier. The appointment submission deadline is the earlier of the two dates

Yes

$16

$30

No

No

Yes

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

Yes

Via NIPR

Jan. 5, 2023 until March 15, 2023

Intermediary (Agent) Individual Resident: $16 Intermediary (Agent) Individual Non-Resident: $30

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

Resident New License Insurance Producer $10.00 Resident New License Surplus Lines Broker $100.00 Non Resident New License Insurance Producer $75.00 Non Resident 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

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

No

Yes

No

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

No

No

Main license meets requirements

Only Public Adjusters

No

N/A

None

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

24

2 years

Last day of birth month

Year of first license issuance

Prior to license expiration.

60 days prior to expiration date

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

Yes

3

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

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