The California Department of Insurance (CDI) has converted specific producer license qualifications and producer license types to provide uniformity with standards in the National Association of Insurance Commissioners Producer Licensing Model Act (PLMA).
The changes and service interruption are detailed in the state's notice at https://www.insurance.ca.gov/0200-industry/0120-notices/#serv2.
No action is required on the part of licensees. Updates have been made to licenses and prints of the new license types and qualifications can be made at http://www.insurance.ca.gov/0200-industry/0075-print-lic/.
Enhanced online services will be provided by Sircon, powered by Vertafore, and available starting Monday, August 19, 2019
For information: Select the following link for information related to CDI's transition to the enhanced online licensing services: https://www.insurance.ca.gov/0200-industry/0120-notices/
New licenses numbering: Licenses issued through Sircon's online enchanced services will issue an eight-digit numeric license number starting with the number 4 for individuals (example, 40000001) and 6 for business entities (example, 60000001). License numbers for existing California licensees will remain unchanged (example, 0A12345) and additional licenses added to an existing license will retain the same number.
License application and license renewal transaction status can be checked using the Check Status of License Application or Renewal service. For California, you may get detailed information about your license application by going to http://www.insurance.ca.gov/0200-industry/0038-CLASS/.
Currently, you only need an account to process an address change request. All other online transactions can be processed through www.sircon.com without creating an account.
Check out the full Sircon - California - FAQs for Individuals.
To process a license application, license renewal, license prints, address changes and letters of certification, a Sircon account is not required at this time. These transactions cans be processed through sircon.com. An account is required for business entity name approvals and endorsements/terminations. With an account, you can also process online transactions on behalf of individuals in your agency.
Endorsements (affiliations/associations) will require an account to be set up on sircon.com. Endorsements and terminations can be processed within an AgencyEDGE account.
Check out the Sircon - California - FAQs for Business Entities.
Yes, course completions (rosters) can be entered on sircon.com or uploaded via a CSV format file.
No, the upload file format will be the same as it is available for other states on sircon.com. This file format is different than the EPOP format.
Instructions for submitting via both methods are included in the help file of the course completion upload page. A blank CSV file and data key are included at the bottom of the article.