Cybersecurity

All entities and persons regulated or licensed by the Department of Financial Services are required to file various cybersecurity notices to the Superintendent. Visit the Cybersecurity Resource Center to learn more.

Pre-licensing Education Requirements and Course Providers

New York Insurance Law requires an individual who is seeking an agent, broker or public adjuster license to complete a pre-licensing course approved by the Department. 

• Learn more about pre-licensing requirements, exemptions, and search for an approved course provider.

Licensing Exam Vendor

PSI Services provides all examination services to candidates seeking to obtain an insurance license in New York. PSI testing centers are located in various cities across New York State. For more information, or to register for an exam, visit PSI Exams Online.

Consent to Engage in Business

The Omnibus Crime Bill disqualifies anyone convicted of a criminal felony involving dishonesty or a breach of trust or anyone who has been convicted of an offense under this section from employment in the insurance industry. This ban may be removed if approval is given by the Superintendent for the individual to remain or become employed in the insurance industry. This request can be made by completing the Application for Written Consent to Engage in the Business of Insurance.

Satellite Offices

Insurance Law requires that each place of business established by an individual, corporation, partnership or limited liability company established by a licensee must be supervised by one or more persons licensed to do the kinds of business being transacted in that office. Written notice shall be given to the Superintendent of any Satellite office and the licensed designated person(s)responsible for each satellite office via the Satellite Office Form within 15 days following the establishment of a new location, change in address of an existing location or replacement of a designated person.

Education Requirements and Course Providers

New York Insurance Law requires an individual who is seeking an agent, broker or public adjuster license to complete a pre-licensing course approved by the Department. 

• Learn more about pre-licensing requirements, exemptions, and approved course providers.
• Continuing Education
• Flood Insurance Training and Providers Listing
• Suitability/Best Interests Training
• New York State of Health Certification

Be sure to select the proper class of license for which you intend to conduct business. If the class of license you are looking for is not available, email [email protected] or call (518) 474-6630.

Pre-licensing Education Requirements and Course Providers

New York Insurance Law requires an individual who is seeking an agent, broker or public adjuster license to complete a pre-licensing course approved by the Department.

Learn more about pre-licensing requirements, exemptions, and approved course providers.

• Individuals or Trade Name Applications (TBA)
• Original License Application for Entities
• Non-Resident Licensing Application

NO REFUNDS will be issued for licenses applied for in error.

The Department does not mail paper licenses. Print a license as soon as it is issued.

Continuing Education Requirements

15 credits of continuing education (CE) are required to renew or to relicense certain insurance licenses. CE is required once a license has been in effect for more than 2 years and for every subsequent renewal or relicensing.

Learn more about continuing education requirements.

License Search

Use the Producer/Licensee Search application to determine if a license has been issued and to view the license number. The Department does not mail licenses. Once a license is issued (in PDF format) save and print the license.

• Print a License
• Renew a License
• Add a Line of Authority
• Add/Remove a Sublicensee
• Apply for Re-Licensing
• Submit an Address Change

An excess lines broker is an individual or business entity who can sell excess and surplus lines insurance, which allows consumers to buy property and casualty insurance through the state regulated market, where policyholders, agents, brokers, and insurance companies can design specific coverage and negotiate pricing based on the specific risks to be secured, for example a boxer insuring their hands.

Requirements and Qualifications

• Pre-licensing and taking an exam are not required.
• Residents and Non-Residents MUST be licensed as a Property/Casualty Broker.
• An entities sublicensees must be the same as listed on the Property/Casualty Broke license.
• If the Non-Resident's home state is California, a $50,000 bond is required.

Licensing Period

• If you are born in an even year, your license will expire on your date of birth every even year.
• If you were born in an Odd Year, your license will expire on your date of birth every odd year.

Fees

• Refer to the Department's Application Fee Schedule to determine the specific fee for any application being filed with the Department.

Licensing fees can be paid by credit card, electronic funds transfer (e-check), or paper check. If paying by paper check, the application will remain pending until the Department receives and processes the check. Checks can be mailed to The Department of Financial Services, Attn: Licensing Bureau, One Commerce Plaza, Floor 20, Albany NY 12257.

There is a $20 fee for any e-check or paper check returned by the bank for insufficient funds.

NY LINX and DFS ID

The Excess Lines application is available in NY LINX. You must already hold an active property and casualty broker license to apply.

You will use DFS ID credentials and multi-factor authentication (MFA) to log in, so be sure to have or download an authenticator app (e.g., Google or Microsoft Authenticator) to an available mobile device before getting started.

To get started, use the NY LINX button below and sign in using your DFS ID credentials:

NY LINX

If you have a question about using NY LINX, or about licensing in general, email [email protected].

If you have forgotten­ your DFS ID password use the ‘F­­­orgot Password?’ link in DFS ID to generate a new one-time-use link. If you did not complete your registration, or no longer have access to an email account, visit DFS ID to learn how to get help with DFS ID.

Check Status/Print License

The Department does not mail paper licenses. Use the Producer/Licensee Search application to determine if a license has been issued and to view the license number. Print the license as soon as it is issued.

• To file Excess Lines Premium Tax Statements visit the Excess Lines Premium Tax Statement Filing page,

Letter of Certification

The Letter of Certification is available via NY LINX. Online Certification is not available to Service Contract Registrants, Life Settlement Providers, or Life Settlement Intermediaries.

To be able to generate a Letter of Certification:

• The home state must be New York. Letters of Certification are eligible to residents only.
• The license must have a valid status.

Letter of Clearance

The Letter of Clearance is also available via NY LINX. To be able to generate a Letter of Clearance:

• The home state must be New York. Letters of Clearance are eligible to residents only.

Instructions

• Log in to NY LINX.
• Select Letter of Clearance or Letter of Certification in the upper right hand corner of the screen.
• Follow prompts to update addresses and submit request.
• Once approved, you will receive the Letter of Clearance or Letter of Certification via email.

DFS ID and NY LINX

You will use DFS ID credentials and multi-factor authentication (MFA) to access NY LINX, so be sure to have or download an authenticator app (e.g., Google or Microsoft Authenticator) on a mobile device before signing in.

• New Producers: You should have received an invitation with a registration link for DFS ID at the email address you provided in the application process. Use the primary email address you provided and the password you created to sign in.
• Returning Producers: You should have received an invitation at your primary licensing email address with a registration link for DFS ID in February 2026. Use the primary email address you provided and the password you created to sign in.

If you have forgotten­ your DFS ID password use the ‘F­­­orgot Password?’ link in DFS ID to generate a new one-time-use link. If you did not complete your registration, or no longer have access to an email account, use the Portal Help Form to request a new invitation to register.

To get started, use the button below and sign in using DFS ID credentials and your MFA authenticator:

NY LINX

Browsers and Blockers

• Use a supported browser: The latest version plus one previous of Edge, FF, Chrome and Safari, are supported.
• Disable “pop-up blockers” in your browser before using portal applications.
• Application may be unavailable from 7:30am to 7:45am daily during scheduled maintenance.
• Application may not be compatible with cell phones, tablets or other mobile devices.

If you need assistance, call (800) 342-3736 (M-F, 8:30am to 4:30pm) or email [email protected].