National Insurance Producer Registry

This page provides state-specific checklists, application forms and contacts for paper resident and non-resident licensing in the State of Ohio.

Organizational Documents

Most Foreign business entities (except partnerships) may need to register with the Ohio Secretary of State (OSOS) prior to doing business in OH. Contact OSOS at 614-466-2655 or www.sos.state.oh.us to verify if business entity needs to register with OSOS in addition to obtaining an OH Insurance License.

Include Letter of Certification* (within 90 days of issuance)
* Letter of Certification not required if resident states participates in the NAIC Producer Database

Ohio requires at least one Ohio licensed agent be designated as the business entities responsible agent. In reference to question 25 on the business application, Ohio does not require that the agent designated to act on behalf of the business entity be an officer or partner in the business entity. The designee need only be licensed as an agent in the State of Ohio.

Appointment Requirements

No initial appointment is required with the application for license. The appointing insurer shall file the notice of appointment within 30 days from the later of the date the agency contract is executed or the first insurance application is submitted.

Other Requirements

Include Letter of Certification (within 90 days of issuance)
*Letter of Certification is not required if applicant’s resident state participates in the NAIC Producer Database (PDB)

Non-Resident reciprocity is only for the same lines of authority held in resident state

Provide CRD# on application if applying for Variable Product authority in home state

Submit $10.00 license fee for each Major Line of Authority. If mailing application to the Department, make checks payable to The State of Ohio Treasurer.

Appointment Requirements

No initial appointment is required with the application for license. The appointing insurer must file a notice of appointment within 30 days from the date of the agency contract is executed or the first insurance application is submitted.

Organizational Documents and Other Requirements

All Domestic business entities (except partnerships) must register with the Ohio Secretary of State (OSOS) prior to applying to the Ohio Insurance Department. Contact OSOS at 614-466-2655 or www.sos.state.oh.us

Submit Articles of Incorporation, Articles of Organization (Operating Agreement), Partnership Agreements and Ohio Secretary of State Certificate of Good Standing.

Appointment Requirements

First Time Applicants (Exam Required)

Complete pre-license education from an Ohio approved provider prior to taking examination. (The education is valid for 180 calendar days from the course completion date.)

Take and pass examination.

Complete Application. Download paper application or complete online application. (Exam must be successfully passed prior to submitting a license application.)

Complete an Ohio background check. (View ODI's website for authorized WebCheck locations.)

Submit any additional documents, if required, to the Department.

If application type does Not require an examination (Limited Lines):

Complete application. Download paper application or complete online application.

If licensed in another state and changing home state to Ohio:

Include a Letter of Clearance from your previous resident state. (You must apply in Ohio within 90 days of the date the license was terminated in your previous state in order to be exempt from having to complete pre-licensing education and examination.

Reciprocity is only allowed for those lines of authority held in your previous resident state.

Appointment Requirements

DISCLAIMER

The National Insurance Producer Registry ("NIPR") populates the State Matrix of Business Rules ("State Matrix") with information provided directly from participating state insurance departments. Participating states are encouraged to provide updated information when appropriate. NIPR does not guarantee the completeness, accuracy or adequacy of the information in the State Matrix. The information in the State Matrix does not constitute legal advice and use of this information is at user's own risk and responsibility. Any questions regarding the interpretation of the rules or the accuracy of the information should be directed to the appropriate state insurance department.

Uniform Application for Business Entities
[PDF] [Word]

Uniform Application for Individuals
[PDF] [Word]