Insurance PreLicensing Education Provider Program

Individuals seeking to be licensed as an insurance producer or a public adjuster must pass a licensing exam. Before taking this exam, the licensing candidate must complete a Department approved prelicensing course, which is delivered by an approved Provider Organization (Provider).

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

The 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. 

• Prelicensing Criteria
• Instructor Approval Application
• Provider Approval Application
• Course Approval Application

Insurance Exam Content Topic Locators

• Accident and Health Agents/Brokers
• Life Agents/Brokers
• Life, Accident and Health Agents/Brokers
• Life Settlement Brokers
• Personal Lines Agents
• Property and Casualty Agents/Brokers
• Title Insurance Agents
• Public Adjusters
• Pre-licensing Course Hour Breakdown (Form A) (Word)
• Designated Person Notice

All 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