Licensing Application Procedures

Individual Producers
Oregon Resident

Pre-licensing training

Completion of pre-licensing training is required before taking the required exams. Applicants for life, health, property, casualty, and personal lines insurance must complete:

• 20 hours for life
• 20 hours for health
• 20 hours for property
• 20 hours for casualty
• 20 hours for personal lines (personal lines training is not required for property and casualty applicants)

Resident insurance producers are required to complete 20 hours of pre-licensing education courses in each line of insurance they seek a license. A listing of approved pre-license training schools is available on our website. The primary purpose of pre-licensing education is to provide an overview of the insurance marketplace.

After you have completed your pre-licensing education requirements, you may take your exam. Make sure you take your pre-license training certificate with you to the testing facility. You will not be allowed to test without it.

Some candidates may be exempt from the pre-licensing education and examination requirement, depending on the type of professional designation held and/or the line of authority desired. The following applicants are not required to complete any pre-license training or examination in order to receive a license:

• A candidate who possesses the Professional Designation CLU-Chartered Life Underwriter applying for Life or Accident and Health Line;
• A candidate who has the Professional Designation CPCU-Chartered Property and Casualty Underwriter applying for Property, Casualty or Accident and Health Line of Authority;
• A person who is licensed in another state as an insurance producer for the same lines of authority for which the person desires to be licensed in Oregon;
• A person who is applying for a limited line of authority