GETTING YOUR INSURANCE LICENSE

Insurance Licensing

To sell insurance, you’ll need to obtain an insurance license.

The information below focuses on California residents because California is Green Leaf’s resident state. If you live in a different state, visit your state’s Department of Insurance website to learn about their specific licensing process and requirements.

We recommend obtaining the Life, Accident, & Health license. Even if you don’t plan on selling any life insurance products, you’ll want to have the “Life” line of authority on your license, as it is required for some Insurance Carrier appointments that offer Medicare products.

Step 1: Pre-Licensing

Before taking the licensing exam, you must complete your state’s pre-licensing education requirements.

Find CA pre-licensing requirements HERE

Pre-Licensing Schools

There are many pre-licensing schools to choose from. Here are two options:

*Feel free to choose any course you prefer, just make sure it is approved by your state’s Department of Insurance.
Click here for a list of approved schools for California.

Step 2: Schedule and Take the License Exam

After you’ve completed the pre-licensing education requirements, you’ll need to schedule your state licensing exam.

For California licensing exam information, click HERE.

For all other states, visit your state’s Department of Insurance website.

Step 3: Submit License Application

Once you pass the exam, you will need to submit your license application through your state’s Department of Insurance.

To submit your application to the California Department of Insurance, click HERE.

For all other states, check with your state’s Department of Insurance website.

Step 4: California Resident – Fingerprint Requirement

California requires fingerprints for all new license applicants. You must submit your fingerprints after submitting your insurance license application, or soon after, to ensure the Department receives your fingerprint results properly from the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI).

Helpful fingerprinting information is available HERE.

Step 5: Purchase Errors & Omissions Insurance

To market and sell insurance policies, you’ll need to carry Errors & Omissions Insurance. There are many options of carriers that offer this coverage.

To make it simple, here is an option offered by National Association of Professional Agents (NAPA):

Step 6: Review Our Guide for Getting Started in Medicare

You can find our Guide for Getting Started in Medicare HERE.