Regulatory Updates

The world of insurance compliance regulation is ever-changing. But that’s no reason to fret. Keep up with regulatory updates here in our live feed. With relevant changes to licensing, appointments, continuing education rules, and more, you can take a proactive approach to maintaining your organization’s compliance requirements.

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Publication Date
jurisdictions
content
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December 18th, 2024
Effective:
February 12th, 2025
map-marker Pennsylvania
Pennsylvania Provided Clarification Updates To Its Administrative Code
Effective February 12, 2025, Pennsylvania issues a bulletin providing additional clarification and modernization updates to its Administrative Code, resulting in a modernized and streamlined experience that will give more transparency and efficiencies to the public, licensees, and other stakeholders. Please see the attachment for more information. 
Effective
December 18th, 2024
Effective:
December 20th, 2024
map-marker Florida
Florida Populating Continuing Education Renewal Date on the Producer Database
Effective December 20, 2024, Florida will start populating the Continuing Education Renewal Date on the Producer Database for Florida license classes that require Continuing Education.
Released
December 16th, 2024
Effective:
May 31st, 2025
map-marker District of Columbia
District of Columbia 2025 Company Appointment Renewals
Effective March 4, 2025, District of Columbia company appointment renewal invoices will be available for payment from March 4, 2025, through May 31, 2025. The termination deadline is February 24, 2025. The cost is $25 per appointment per company. 
Effective
December 11th, 2024
Effective:
January 09th, 2025
map-marker Louisiana
Louisiana No Longer Allowing Partial Renewals
Effective January 9, 2025, Louisiana will start requiring applicants to renew all renewable lines of authority within the same license class in the same application. No partial renewals will be allowed.
Effective
December 11th, 2024
Effective:
December 31st, 2025
map-marker Oklahoma
Oklahoma Requests Surplus Lines Policy Information Reported Using SLIP
Posted November 7, 2024, Oklahoma Insurance Department is requesting that all insurers who submit surplus lines policy and premium data for the year 2024, and going forward. To report that information to the Oklahoma Insurance Department via the SLIP system.  [OK SLIP](https://www.slasclearinghouse.com/) Please take a look at the attachment for more information. Attached also is an updated FAQ for Surplus Lines from the Oklahoma Insurance Department
Effective
December 09th, 2024
Effective:
January 01st, 2025
map-marker South Dakota
South Dakota Continuing Education Changes
Effective January 1, 2025, South Dakota adjusted two rules affecting continuing education: Please see the attachment for more information.
Effective
December 09th, 2024
Effective:
January 01st, 2025
map-marker California
California Resident and Nonresident Four-hour Annuity Training Requirement
Effective January 1, 2025, California will require resident and nonresident licensees to complete the four-hour annuity training requirement. This requirement shall be part of, and not in addition to, the California resident licensee's continuing education requirement. Please see the attachment for more information as well as the links below.  - [Resident](https://www.insurance.ca.gov/0200-industry/0050-renew-license/0400-resident-materials/index.cfm) - [Nonresident](https://www.insurance.ca.gov/0200-industry/0100-education-provider/non-resident-provider-training-materials.cfm)
Effective
December 09th, 2024
Effective:
January 01st, 2025
map-marker Colorado
Colorado Will Be Transitioning To The SLIP Platform
Effective January 1, 2025, Colorado will be transitioning to the SLIP platform. All policies, and endorsements on policies for Surplus Lines premium taxes shall be reported to the Colorado Division of Insurance using the SLIP platform:  [SLIP](https://www.slasclearinghouse.com/) Policies, or endorsements on policies effective before January 1, 2025, should continue to be reported to the Colorado Division of Insurance using the Colorado Surplus Lines Tax System. [Colorado Surplus Lines Tax System](https://doi.colorado.gov/insurance-industry/producers/agents/surplus-lines-information-for-agents/agencies/producers/brokers) Please see the attachment for more information.
Effective
December 09th, 2024
Effective:
December 09th, 2024
map-marker Utah
Utah Provides Guidance For Suitability In Annuity Transactions
Posted December 5, 2024, Utah Insurance Department issued a bulletin to provide guidance and reinforce the requirements for suitability in annuity transactions. Please see the attachment for more information. The state clarified the following sections:
Effective
December 04th, 2024
Effective:
December 03rd, 2024
map-marker New Mexico
New Mexico Regulation and Licensing Department Securities Division Issues Order for Authorization of Remote Audits
Effective December 3, 2024, New Mexico Securities Division authorizes for the year of 2025, that Brokers / Dealers can conduct audits of single-agent branch offices remotely. This shall remain in effect until December 31, 2025, unless extended or rescinded. Please see the attachment for more information.  To conduct an audit of single-agent branch offices remotely, the following conditions must be met:
Effective
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Disclaimer - AgentSync does not warrant to the completeness or accuracy of the information provided in this database. You are responsible for ensuring the accuracy and totality of all representations, assumptions, information and data provided by AgentSync to you in this database. The information in this database should not be construed as legal, financial, or other professional advice, and AgentSync is not responsible for any harm you sustain by relying on the information provided herein. You acknowledge and agree that the use of this information is at your own risk. You should always consult with the applicable state and federal regulatory authority to confirm the accuracy of any of the information provided in this database.
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