State Requirements

Business Rules

• Check Your Application Status:  https://www.insurance.ca.gov/0200-industry/0038-CLASS/
  Whether you submitted your license applications to CDI online through NIPR.com, Sircon.com, or by paper through the mail, CLASS will enable you to check the status of your license applications.  

• Applicant must be at least eighteen (18) years old as determined from the applicant's date of birth.

• Applicant's name, Tax ID, license number, birth date, state of residence, and National Producer Number (NPN) must match current Producer Database (PDB) record for resident state.

• Applicant's mailing address must be either his or her residence address or a personal P.O. Box.

• Applicant must provide a valid country code and business email.

• Applicant may not renew a license in their own resident state.

• Licensees can renew their expired license through Non-Resident Renewal application up to 365 days after the license expires.

• Variable Life or Variable Annuity applicants must renew Life simultaneously.
  • Must provide FINRA CRD y. 

• Surplus Lines Broker and Special Lines' Surplus Line Broker applicants must renew Property and Casualty. 

• There must be no serious:
  • Regulatory Information Retrieval System (RIRS) actions for the applicant since last renewal.
  • 1033 actions for the licensee since last renewal.
  • If so, please contact the state for assistance.

• California licensees must complete and submit their own renewal application. As stated in section 1652(a) of the California Insurance Code, applicants must declare, under penalty of perjury, that the contents of the application are true and correct.

• Criminal Convictions: For the purposes of the California application, "convicted" occurs if applicant was ever found guilty by verdicts of a judge or jury; and/or ever entered a plea of guilty, nolo contendre or no contest. All convictions must be disclosed, even if the charges were later dismissed or expunged, the guilty plea was withdrawn pursuant to Penal Code Section 1203.4, or placed on probation, received a suspended sentence or just ordered to pay a fine.

• Driving Under the Influence: Disclose all driving related misdemeanors including, but not limited to, driving under the influence, reckless driving, driving without a valid license, or driving with a suspended or revoked license. Failure to disclose all convictions can result in a denied application. Juvenile offenses tried in juvenile court may be excluded.

• All individual applicants applying for a California license should disregard the Agency or Business Entity Affiliations' page within the uniform application.

• If applicant responds "yes" to one of the background questions please submit supporting documents electronically via NIPR's Attachments Warehouse. at California Department of Insurance, 320 Capitol Mall, Sacramento, CA 95814, email at sac.renewals@insurance.ca.gov, or fax at (916) 327-6907.