"We not only want you to have these concepts mastered, we want you to have it organized… so that you don’t miss a thing!"

- Arleen Taveras

About this Course

Learn what you need to do before, during, and after submitting an agency’s insurance license application. We’re going step by step through all the different kinds of information that you need to report to state insurance departments to keep your agency in compliance.


What you'll learn

  • Licensing for Your Changing Agency

  • Getting Ready to Apply for an Agency License

  • Answering the NAIC Background Questions

  • Affiliations and DRLPs

  • License and Compliance Management

  • What’s in a Name? DBAs and Name Changes

  • Address Changes

  • D&O Updates

  • Administrative Actions for Agencies

  • Cybersecurity and Data Privacy Regulations

Every course also includes

  • DAT Time

    Like any profession, insurance has its share of jargon and acronyms. During DAT Time (which stands for Definitions, Acronyms & Terminology), we’ll review the new terms covered in the course. It’s a great resource to come back to again and again!

  • Interactive Quiz

    It’s great to learn a lot of new concepts, but we want to test your skills. That way you’ll know the areas where you’re on your way to achieving mastery – and where you may need a little bit of additional review.

  • Bonus PDF

    We want to reward your commitment to your education by giving you a FREE resource at the end of each course. For Agency Licensing and Compliance, it’s a "Creating a Compliance Calendar" PDF.

Agency Licensing & Compliance Accelerator

Want to take all courses? We have a bundle that includes everything!