Licensing Application Forms and Class Information
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Application Forms
For the following types of licenses, application instructions and forms (in PDF format) are available for download:
- Excess Line Broker (EX)
- General Consultant (C3)
- Updated! Independent Adjusters (IA)
- Life and Accident/Health and Variable Life/Variable Annuity AGENT (LA)
- Life Accident and Health and Variable Annuity BROKER (LB)
- Life Consultant (C1)
- Limited Agent (LR)
- Mortgage Guaranty Agents (MG)
- Property and Casualty Agent (PC)
- Property and Casualty Broker (BR)
- Updated! Public Adjusters (PA)
- Service Contract Registration Under Section 7907 (SR)
AFTER PASSING AN EXAMINATION, IF REQUIRED, send us an APPLICATION, FEE, & DOCUMENTATION required by the application instructions.
For general information regarding agent and broker licenses issued by the Department, select License Information.
Class Information
Following is a table that lists the licenses issued by the New York State Insurance Department and their requirements.
| Code:
BB - bail bond agent Ins Law Section: 6802 Exam Required: Yes. Call PSI* Exemption from Examination: None. |
Code:
BR - property & casualty broker (all lines except life, bail bonds, annuities)
Other Requirement: 90 hour course or Statement of Employer |
| Code:
C1 - consultant - life Ins Law Section: 2107 Exam Required: Yes. Call PSI* Exemption from Examination:
|
| Code:
C3 - consultant -general Ins Law Section: 2107 Exam Required: Yes. Call PSI* Exemption from Examination:
|
| Code:
EX - excess line broker Ins Law Section: 2105 Exam Required: No. Other Requirement: Must be BR |
| Code: IA - independent adjuster Ins Law Section: 2108 Exam Required: Yes. Call PSI* Exemption from Examination:
|
| Code:
LA - life, a&h, variable life/variable annuities agent Ins Law Section: 2103(a) Exam Required: Yes. Call PSI* Exemption from Examination:
Other Requirement: 40 hour course |
Code:
LB - life broker
Other Requirement: 40 hour course or Statement of Employer |
| Code: LR - limited agent Ins Law Section: 2131 Exam Required: No. |
Code:
MG - mortgage guarantee agent
Other Requirement: 90 hour course |
Code:
PA - public adjuster
Other Requirement: 90 hour course or Statement of Employer |
Code:
PC - property & casualty agent
Other Requirement: 90 hour course |
| Code:
RI - reinsurance intermediary Ins Law Section: 2106 Exam Required: No. |
| Code:
SR - service contract registrant Ins Law Section: 7907 Exam Required: No. |
| Code:
VB - viatical settlement broker Ins Law Section: 7802 Exam Required: No. |
* Licensing Exam Vendor
PSI Services, LLC
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Telephone: 1-800-733-9267
www.psiexams.com