Licensing Procedures – Consultants

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Consultants may be licensed for life, health, or general lines (property & casualty). Consultants may charge a fee for providing insurance advice.

Individuals

Oregon Residents

To apply as a resident consultant:

1. Submit an Individual Insurance License Application (Form 3000).
2. Submit a fingerprint card (Form FD-258).
3. Provide proof of $500,000 errors and omissions insurance covering consultant activities.
4. Pay a $75 fee.

NOTES:

1. The applicant must have five years of current insurance experience.
2. The exam is waived for currently licensed producers.

Exam Information

Exams are administered by Prometric. See Prometric's Web site for information for candidates for Oregon licenses, including how to register for exams, exam outlines, and exam fees. An insurance application must be approved before an applicant can register for an exam. Exam fees are paid directly to Prometric at the time of exam registration.

Individuals who wish to request special accommodations under the Americans with Disabilities Act (ADA) or for whom English is a second language (ESL) may request special exam arrangements by submitting a special accommodations form to Prometric. The form is available on Prometric's Web site in the licensing information bulletin.

Nonresidents

To apply as a nonresident consultant:

1. Submit an Individual Insurance License Application (Form 3000).
2. Submit an original letter of certification, not older than 90 days, indicating the applicant is licensed in his or her home state as a consultant.
3. Provide proof of $500,000 errors and omissions insurance covering consultant activities.
4. Pay a $75 fee.

NOTE: The applicant must have five years of current insurance experience.

Business Entities

Oregon Residents

To apply as a resident consultant business entity:

1. Submit a Business Entity Application (Form 3001).
2. Pay a $75 fee.

NOTES:

1. Assumed business names must be registered with the Secretary of State Corporation Division. (http://www.filinginoregon.com/)
2. The business entity (agency) also must file an affiliation of producer (Form 2139) within 30 days.

Nonresidents

To apply as a nonresident consultant business entity:

1. Submit a Business Entity Application (Form 3001).
2. Submit an original letter of certification, not older than 90 days, indicating the applicant is licensed in his or her home state as consultant.
3. Pay a $75 fee

NOTE: The business entity (agency) also must file an affiliation of producer (Form 2139) within 30 days.