CLS can provide a complete array of licensing services for all lines of business or tailor a complement of services to meet your needs. This means your staff's time can be freed from the responsibility of any or all of the following services:

  •  Completing licensing applications for individuals or agencies in any of the 50 states and U.S. territories
  •  Obtaining corporate qualifications from Secretaries of State
  •  Forwarding applications and state fee payments to state insurance departments for approval
  •  Tracking applications to ensure proper licensure
  •  Notifying licensees as renewals approach and processing renewals
  •  Processing licensing terminations, name and address changes, state notifications and other transactions with state insurance departments
  •  Tracking continuing education course completion
  •  Forwarding requests for company appointments to any admitted carrier
  •  Providing advisory services on any aspect of agency licensing

 
New Licenses
  • Individual - Complete form, obtain Home State Certification, pay state license fee
  • Agency - Complete form, obtain Home State Certification and all required documentation, pay state license and documentation fees
  • Corp. Qualification - Complete form to secure a Certificate of Qualification from the Secretary of State, pay acquisition fee
  • Registered Agent - Complete form to secure a registered agent, pay acquisition fee.
License Renewals
  • Individual - Complete form, obtain Home State Certification, pay state renewal fee
  • Corporate - Complete form, obtain Home State Certification, pay state renewal fee
License Information Changes
  • Name (individual only)
  • Address (agency and individual within state)
  • Line of business addition
  • Agency affiliation for individual
Corporate Name Changes
File paperwork with each state, pay state fees, obtain new licenses
Appointment Maintenance
  • New - Copy of license sent to insurance company requesting appointment
  • Renewals - Letter sent to insurance company requesting appointment renewal for each applicable state; request appointment renewal confirmation
  • Terminations - Letter sent to insurance company requesting appointment termination; request appointment termination confirmation
Information Change Notifications to Insurance Company
Changes include: name, address, line of business (agency and individual). Letter to insurance company, along with a copy of new license, requesting updates be processed
Surety Bond Obtainment
Request sent to insurance company including state bond application form. This is required in various states to obtain a surplus lines license.
Copyright © 1995- Chubb & Son, a division of Federal Insurance Company.
See important notice   Internet Privacy Policy