50-State Financial Services Licensing Compliance Guide
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Washington D.C. Finance Licensing

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Licenses are typically required for individuals and businesses that provide finance industry services in the United States. This guide contains information about professional finance licensing in Washington D.C..

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Company Licenses

Washington D.C. Financial Services Company Licenses

District of Columbia Collection Agency License

Not required



Debt Collection Agency licensure is not required on the State level in District of Columbia.

The District of Columbia does not currently issue licenses for collection agencies.

District of Columbia Insurance Agency License

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

This section applies to insurance firms that are applying for a license in District of Columbia for the first time.

Agency:District of Columbia Department of Insurance, Securities, and Banking
Form:

http://disb.dc.gov/page/insurance-producer-licensing

Agency Fee:

Varies by insurance type. Baseline of $100

Registration Renewal

This section applies to insurance firms that are already licensed in District of Columbia and need to renew their license.

Agency:District of Columbia Department of Insurance, Securities, and Banking
Form:

http://disb.dc.gov/page/insurance-producer-licensing

Agency Fee:

Varies by insurance type. Baseline of $100

Due:

Biennially

District of Columbia Insurance Producer License - Non-Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by May 31.

District of Columbia Insurance Producer License - Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by May 31.

District of Columbia Public Adjuster License - Non-Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$200

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by May 31.

District of Columbia Public Adjuster License - Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$200

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by May 31.

District of Columbia Third Party Administrator License

Not required



Third Party Administrator Business licensure is not required on the State level in District of Columbia.

The District of Columbia does not currently issue licenses for third-party administrators.

District of Columbia Title License - Non-Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$200

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by May 31.

District of Columbia Title License - Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$200

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by May 31.

District of Columbia Utilization Review License

Not required



Utilization Review licensure is not required on the State level in District of Columbia.

The District of Columbia does not license utilization review agents.

Individual Licenses

Washington D.C. Individual Financial Services Licenses

District of Columbia Individual Insurance Producer License

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

Varies by line of authority: $0 for bail bond; $100 for life, property and casualty, and limited lines; $200 for surplus lines; and $300 for managing general agent and reinsurance intermediary.

Registration Renewal

Filing Method:

Online

Agency Fee:

Varies by line of authority: $0 for bail bond; $100 for life, property and casualty, and limited lines; $200 for surplus lines; and $300 for managing general agent and reinsurance intermediary.

Due:

Biennially by the last day of the licensee's birth month.

District of Columbia Insurance Agent License

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

This section applies to insurance agents that are applying for a license in District of Columbia for the first time.

Agency Fee:

From $0 to $300 depending on license type.

District of Columbia Insurance Producer License - Non-Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the last day of the licensee's birth month.

District of Columbia Insurance Producer License - Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the last day of the licensee's birth month.

District of Columbia Public Adjuster License - Non-Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$100

Registration Renewal

Filing Method:

Online

Agency Fee:

$100

Due:

Biennially by the last day of the licensee's birth month.

District of Columbia Public Adjuster License - Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?No
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$200

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by the last day of the licensee's birth month.

District of Columbia Title License - Non-Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$200

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by the last day of the licensee's birth month.

District of Columbia Title License - Resident

Agency:District of Columbia Department of Insurance, Securities, and Banking
Foreign Qualification is Prerequisite:Not Set
Exam Required?No
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$200

Registration Renewal

Filing Method:

Online

Agency Fee:

$200

Due:

Biennially by the last day of the licensee's birth month.

Explore licensing in other states:

Adjuster - A person or firm that is paid to adjust, investigate, and negotiate claim settlements. There are 3 categories of adjusters: company, independent, and public. Company adjusters work for insurance companies and investigate claims on behalf of the company. Independent adjusters investigate claims on a contractual basis for insurance companies. Public adjusters investigate claims on behalf of claimants, usually to determine the amount of money that can be claimed.

Agent in Charge - A licensed individual responsible for the supervision of all individuals within an insurance agency. The agent in charge must be licensed in the same lines as the agency.

Insurance Agent - Insurance agents act as intermediaries between the insurance company and policyholders. Agents can be either captive or independent. Captive agents represent a single insurance company, while independent agents represent multiple insurers.

Insurance Broker - Individuals who sell insurance policies while representing the interests of the buyer. Brokers are typically independent intermediaries without an insurance company affiliation.

Insurance Producer - May be used to refer to either individual insurance agents and brokers or insurance agencies and brokerages.

Managing General Agent - An agent or broker that is involved in underwriting and has other areas of authority normally handled by insurers. MGAs are typically involved in unusual lines of coverage or in geographically prohibitive areas.

Surplus Lines Insurer - An insurance carrier that takes on risks that a licensed carrier is unwilling to insure. Surplus lines insurers do not have access to state guaranty funds and are less tightly regulated by state governing bodies.

Third Party Administrator - An organization that manages group insurance policies and works with the employer and insurance carrier to process claims, handle loss control, and provide risk management and consulting services.

Title Agent - Title agents sell insurance that protects real estate owners against loss of ownership of a property due to a legal claim.

Viatical Settlement Provider - A company that purchases life insurance policies at a discount from individuals seeking immediately available funds.

Independent Insurance Agents and Brokers of America (Big “I”)
Advocacy group of independent insurance brokers and agents.

National Association of Insurance and Financial Advisors (NAIFA)
Professional association that advocates for favorable regulatory conditions for insurance agents and financial advisors.

National Association of Insurance Companies (NAIC)
A standard setting and regulatory support organization that is governed by state insurance regulators.

National Association of Professional Insurance Agents (PIA)
Professional association that provides education and advocacy for insurance agents throughout the United States.

National Insurance Producer Registry (NIPR)
An affiliate of the NAIC that provides streamlined and uniform producer licensing processes.

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