CDI Announces New Broker Agent Status

June 22, 2001

The California Department of Insurance (CDI) is announcing the creation of a Personal Lines Broker-Agent License set to begin January 1, 2002. The new agent status is a legislative action (AB 393, Scott) implemented to allow the licensee to transact automobile insurance, residential property insurance, personal watercraft insurance and umbrella or excess liability insurance.

Due to the short time frame placed on applicants, CDI has placed a Personal Lines Broker-Agent Licensing page on its website ( The page contains all necessary information to assist applicants with licensing procedures, forms and requirements needed in order to obtain this license.

A Personal Lines Broker-Agent applicant will be required to complete a 20-hour pre-licensing classroom course approved by CDI and an approved 12-hour pre-licensing classroom course on the California Insurance Code and ethics.

The applicant will also be required to pass a written examination, unless the applicant qualifies for a Personal Lines Broker-Agent exemption. The Personal Lines Broker-Agent Examination Exemption form is currently being developed. Anyone who meets the requirements to be exempt from the examination will still be required to complete the 20-hour pre-licensing course and the12-hour pre-licensing code and ethics course.

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