Step 1: Complete a prelicensing course that has been approved by the Department of Insurance. Once you have completed your course, they will issue a certificate of completion which you may download and print from your online account.
Step 2: Schedule your exam with your state’s testing provider, PSI Exams. The fastest way to schedule your exam is to do so online at www.psiexams.com. You can also schedule your exam over the phone at (833) 518-7456. Your exam may be taken at a physical PSI examination center or via a remote online proctored exam.
Security measures are taken for all testing methods. Restrictions on what you may bring with you to the testing center, into the testing room, and what you may wear will be enforced. For more detailed information about the security measures that will be taken during your testing appointment, please read and review the candidate bulletin offered at PSI Exams
Be aware that the state of California requires fingerprinting and background checks with your insurance agent licensing application. Fingerprinting requirements may be met before the exam is taken or at the exam site at the time of your appointment. You have three fingerprinting options:
- PSI EXAMINATION SITES: Technicians are on site at PSI examination locations. Fees will be charged at the time of the testing appointment and covers the Federal Bureau of Investigation processing fee, Department of Justice processing fee, and the service fee charged by PSI Exams.
- CALIFORNIA DEPARTMENT OF INSURANCE EXAMINATION SITES: Accurate Biometrics, a fingerprint vendor, is available at CDI examination sites to fingerprint candidates. A fee will be charged and covers the Federal Bureau of Investigation processing fee, Department of Justice processing fee, and the service fee charged by Accurate Biometrics. The fee must be paid directly to Accurate Biometrics
- LOCAL LIVE SCAN VENDORS: A listing is available on the Department of Justice website which contains the approved live scan vendors, broken down by county and processing fees.
Fingerprinting is an important part of the licensing process. We highly recommend completing your fingerprinting requirement at or before the time of your exam as it will help ensure efficient processing of your licensing application.
Step 3: Take and pass your state licensing exam. On the day of your appointment you must bring with you one valid form of government issued identification (driver’s license, passport, military I.D., etc.) that must contain your name and photograph. If you cannot provide the required identification, call (833) 518-7456 at least 21 days prior to your scheduled appointment. You will not be able to take your exam if these requirements are not met.
Security measures are taken at the testing site. Restrictions on what you may bring with you to the testing center, into the testing room, and what you may wear will be enforced. For more detailed information about the security measures that will be taken during your testing appointment, please read and review the candidate bulletin offered at PSI Exams.
Once you have passed your examination you will receive an examination letter. Keep this, as it is important in the licensing process.
Step 4: Apply for your license online at Sircon or NIPR. Go to Sircon or NIPR to create an account and then submit your application. You may use the Check License Application Status Service (CLASS) to check the status of your license application.
Step 5: Maintain your license by being aware of your continuing education requirements. Most insurance licenses must be maintained by completing a certain number of credit hours of continuing education each licensing period.