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Pre-Licensing Education Provider Program

Individuals seeking to be licensed as insurance producers or public adjusters must pass a licensing exam. Before taking this exam, the candidate must complete a Department approved pre-licensing course, delivered by an approved Pre-licensing Education Provider.

Those seeking to become an approved Pre-licensing Education Provider must meet the requirements outlined in Pre-licensing Criteria and submit all required applications and documentation. Links to the Criteria document and applications are provided below.

The Pre-licensing Education Provider must offer approved courses covering topics contained in the most current content outlines. Exam Content Topic Locators must accompany all course approval applications. Links to those forms are provided below.

NOTE: Unless noted otherwise, the documents on this page are in PDF format.

Insurance Exam Content Topic Locators

Applications and supporting documentation must be mailed to:

New York State Department of Financial Services
Licensing Services Bureau
One Commerce Plaza, Suite 2003
Albany, New York 12257

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Continuing Education Application Forms

The DFS Continuing Education Provider Program approves competent providers and instructors that offer appropriate courses to licensees so that they may remain current in their knowledge of the insurance marketplace and related laws and regulations. Parties interested in applying to become DFS approved providers of continuing education must complete and forward the appropriate application(s). Application fees are non-refundable.

NOTE: The following documents are in PDF format.

Continuing Education Criteria

Applications, Forms and Documents

Applications and documents can be completed and returned to the Department at the following address:

New York State Department of Financial Services
Licensing Services
One Commerce Plaza, Suite 2003
Albany, New York 12257

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Continuing Education Renewals

All Continuing Education Provider approvals expired on November 30, 2023. To continue to act as an Approved Provider Organization you must submit a renewal application prior to the expiration date.

Note: Monitors are no longer required when taking an exam for a self-study course. The monitor approvals will not be renewing.

Provider Renewal Instructions

Access to the Provider Renewal Application can be found on the Provider Details page of the CE Provider Reporting System application.

If you have not yet registered a username and password to access these pages you can do so by selecting the Sign-Up link on the login page. You will need your provider approval number and provider index number.

If you need your provider index number, please contact [email protected].

Note: If you have no currently approved courses, you cannot renew online. You must contact us at [email protected] to obtain paper applications.

Approved Lists

The Approved Course and Approved Instructor pages list all currently approved courses and instructors. You must select the ones you wish to renew.

All selected instructors must complete a separate Instructor Renewal Application. The provider renewal application cannot be completed until all selected instructors have submitted their renewal applications. When selected for renewal on the Approved Instructor page, a renewal notice will be sent to the instructor email address indicated in the email field.

The status of the instructor will remain pending on the Provider Renewal Application until the Instructor Renewal Application is completed. Once the status of all selected Instructors shows as 'Complete,' you may complete the Provider Renewal Application.

Fee Information

Renewal fees may be paid by credit card, e-check or paper check.

Renewal fees are:

  • $200 for the provider
  • $50 for each course
  • $50 for each instructor

If paying by check, you may submit one check, bank check, or money order in the amount of the total fee. Please attach the check to the payment invoice and mail to the address provided. Checks must be made payable to the Superintendent of Financial Services.

Pursuant to New York State Insurance Law, Section 2132(i) (3), all fees are non-refundable.

Access the provider login page via NY LINX:

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 this application.
  • Application may be unavailable from 7:30am to 7:45am daily for scheduled maintenance.
  • Applications may not be compatible with cell phones, tablets or other mobile devices.

Printing Approval Documents

You will be notified when your applications have been reviewed and approved. The notification will include instructions on how to print your approval documents.

Instructor Renewal Instructions

If a provider or providers have elected to renew your instructor approval you must complete and submit the instructor renewal application. If selected by multiple providers, you must complete an application for each provider.

The provider cannot complete the renewal process until you have submitted your renewal application. Please respond in a timely manner when notified of a pending renewal application.

You will not be charged a fee to complete the instructor renewal application. The fee to renew the instructor approval will be included in the provider renewal fees.

Access the instructor login page via NY LINX:

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 this application.
  • Application may be unavailable from 7:30am to 7:45am daily for scheduled maintenance.
  • Applications may not be compatible with cell phones, tablets or other mobile devices.

Contact Us

If you are experiencing technical problems or need help, email [email protected]

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CE Provider Reporting System

The Education Provider Reporting System allows all approved Continuing Education providers to submit course schedules and attendance rosters.

Provider Registration

Each provider representative must register to create their own user ID and password. Third Party Administrators must create a unique user ID for each provider with whom they work.

You will need a license number and the correct spelling of the first and last name to submit an attendance roster. You can use the Producer/Licensee Search to verify license numbers and names.

Batch Roster

Batch files can be uploaded directly to the application. There is no limit to the number of lines of data that may be uploaded.

All files should be formatted in the following manner and saved as a txt file:

Course Approval Number (digits only),Course Completion Date(mm-dd-yyyy),License Number,Last Name,First Name

For Example:

1063121,10-27-2010,42934,hudson,jean
1063118,09-28-2010,42938,smidt,ernest
1063129,11-02-2010,42937,ely,delma
1063103,10-27-2010,42932,zerzan,richard
1063139,10-27-2010,42936,clark,bernard
1063118,10-08-2010,42934,hudson,jean
1008162,10-15-2010,42938,smidt,ernest
1008267,10-23-2010,42937,ely,delma

Schedules and course attendance can be viewed immediately upon successful submission.

To get started, access the application via NY LINX:

NY LINX

Contact Us

If you have questions or need help, email the Continuing Education Unit at [email protected] or call (800) 342-3736 (Monday through Friday, 8:30 AM to 4:30 PM).

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