Oklahoma Finance Licensing
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 Oklahoma.
Company Licenses
Oklahoma Financial Services Company Licenses
Oklahoma Adjuster License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $0 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $50 |
| Due: | Biennially |
Oklahoma Collection Agency License
Not required
Debt Collection Agency licensure is not required on the State level in Oklahoma.
Oklahoma does not currently issue licenses for collection agencies.
Oklahoma Consumer Credit Notification Filing
Initial Registration
| Form: | |
| Agency Fee: | $120 license fee + $100 investigation fee |
Registration Renewal
| Form: | |
| Filing Method: | Mail or online. |
| Agency Fee: | $120 license fee + $100 investigation fee |
| Due: | Annually by January 31. |
Oklahoma Independent Review Organization Registration
| Agency: | Oklahoma Insurance Department |
| Law: | 36 OK Stat. 36-6475.12 |
| Foreign Qualification is Prerequisite: | Yes |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | No |
Initial Registration
| Form: | Application for Registration as an Independent Review Organization |
| Agency Fee: | $0 |
| Required Attachments: |
|
Registration Renewal
| Form: | Application for Registration as an Independent Review Organization (Renewal) |
| Agency Fee: | $0 |
| Due: | Biennially by December 31. The first renewal is due by December 31 of the calendar year following approval. |
Supplemental Reporting
Independent Review Organization External Review Annual Report
| Form: | Independent Review Organization External Review Annual Report |
| Agency Fee: | $0 |
| Due: | Annually by January 31. |
| Law: | OAC 365:10-29-10 |
Oklahoma Insurance Agency License
| Agency: | Oklahoma Insurance Department |
| 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 Oklahoma for the first time.
| Agency: | Oklahoma Insurance Department |
| Form: | https://www.ok.gov/oid/Licensing_and_Education/Applying_for_a_License.html |
| Agency Fee: | Varies by insurance type. Baseline of $30 |
Registration Renewal
This section applies to insurance firms that are already licensed in Oklahoma and need to renew their license.
| Agency: | Oklahoma Insurance Department |
| Form: | https://www.ok.gov/oid/Licensing_and_Education/Applying_for_a_License.html |
| Agency Fee: | Varies by insurance type. Baseline of $30 |
| Due: | Annually or Biennially based on license type |
Oklahoma Insurance Producer License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $100 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Insurance Producer License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $120 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $60 |
| Due: | Biennially |
Oklahoma Limited Lines Producer License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Limited Lines Producer License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $80 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $40 |
| Due: | Biennially |
Oklahoma Managing General Agent License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Managing General Agent License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $60 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $60 |
| Due: | Biennially |
Oklahoma Motor Service Club License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $80 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $40 |
| Due: | Biennially |
Oklahoma Motor Service Club License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $80 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $40 |
| Due: | Biennially |
Oklahoma Portable Electronics License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Portable Electronics License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Public Adjuster License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $60 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $30 |
| Due: | Biennially |
Oklahoma Public Adjuster License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $60 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $30 |
| Due: | Biennially |
Oklahoma Reinsurance Intermediary Broker License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Reinsurance Intermediary Broker License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Supervised Lender License
Initial Registration
| Form: | |
| Filing Method: | Mail. |
| Agency Fee: | $425 non-refundable investigation fee for the first location + $290 annual fee+ $500 for the annual examination fee for each license. |
| Turnaround: | The approval process for this license requires up to 90 days to complete. |
| Law: | Oklahoma Administrative Code: Title 160, Chapters 1, 3, 5, 10, 20, 25, 45, 65 |
| Notarize: | Required |
Registration Renewal
| Form: | |
| Filing Method: | |
| Agency Fee: | $290 annual license fee + $500 annual license fee and examination fee |
| Due: | Annually by December 1. |
| Law: | Oklahoma Administrative Code: Title 160, Chapters 1, 3, 5, 10, 20, 25, 45, 65 |
| Notarize: | Required |
Oklahoma Third Party Administrator License
Initial Registration
| Instructions: | |
| Filing Method: | |
| Agency Fee: | $100 + $10 processing fee |
| Before you Apply: |
|
| Required Attachments: | Articles of Incorporation and Bylaws or Articles of Organization and Operating Agreement, Certificate of Authority from the Oklahoma State Secretary, and Proof of Third Party Licensure in Home State. |
| Bond Amount: | One Bond in an amount not less than Ten Thousand Dollars ($10,000) made payable to the People of Oklahoma. |
| Background Check Requirements: | ACCESS PREMIUM DATA |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 + $10 processing fee |
| Due: | Annually by date of issuance. |
| Required Attachments: | TPA Surety Bond, Proof of Third Party Licensure in Home State, a list of names and addresses of the insurers and/or funds the TPA has contracted with in accordance with Title 36 O.S. §1450(E), and copy of any administrative action(s) from any state since last renewal. |
Oklahoma Title License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Utilization Review Registration
Initial Registration
| Form: | Utilization Review Certification and/or Registration Application |
| Filing Method: | Applicants must use the online SERFF system to apply. |
| Agency Fee: | $500 |
| Notarize: | Required |
| Required Attachments: |
|
Registration Renewal
| Form: | Utilization Review Certification and/or Registration Annual Renewal Application |
| Filing Method: | Applicants must use the online SERFF system to renew. |
| Agency Fee: | $500 |
| Due: | Annually by the anniversary of initial registration. |
| Notarize: | Required |
Individual Licenses
Oklahoma Individual Financial Services Licenses
Oklahoma Adjuster License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $30 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $30 |
| Due: | Biennially |
Oklahoma Adjuster License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $60 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $30 for a single line of authority; $50 for more than one |
| Due: | Biennially |
Oklahoma Bail Bondsman License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $500 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $200 for all lines of authority except multicounty which is $1,000. |
| Due: | Biennially |
Oklahoma Consultant License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Consultant License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Customer Service Representative License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $40 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $40 |
| Due: | Biennially |
Oklahoma Customer Service Representative License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $80 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $40 |
| Due: | Biennially |
Oklahoma Insurance Agent License
| Agency: | Oklahoma Insurance Department |
| 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 Oklahoma for the first time.
| Agency Fee: | From $15 to $250 depending on license type |
Registration Renewal
| Filing Method: | |
| Agency Fee: | Varies based on license type |
| Due: | Biennially by the last day of initial registration month |
Oklahoma Insurance Producer License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Insurance Producer License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $120 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $60 |
| Due: | Biennially |
Oklahoma Limited Lines Producer License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Limited Lines Producer License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $80 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $40 |
| Due: | Biennially |
Oklahoma Managing General Agent License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Managing General Agent License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | No |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $60 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $60 |
| Due: | Biennially |
Oklahoma Motor Service Club License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $80 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $40 |
| Due: | Biennially |
Oklahoma Motor Service Club License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | No |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $80 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $40 |
| Due: | Biennially |
Oklahoma Portable Electronics License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Portable Electronics License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | No |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Public Adjuster License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $30 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $30 |
| Due: | Biennially |
Oklahoma Public Adjuster License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Yes |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $60 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $30 |
| Due: | Biennially |
Oklahoma Reinsurance Intermediary Manager License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Surplus Lines Broker License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Surplus Lines Broker License - Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $200 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
Oklahoma Title License - Non-Resident
| Agency: | Oklahoma Insurance Department |
| Foreign Qualification is Prerequisite: | Not Set |
| Exam Required? | Not Set |
| Registered Agent (Special Agency) Required? | Not Set |
Initial Registration
| Filing Method: | |
| Agency Fee: | $100 |
Registration Renewal
| Filing Method: | |
| Agency Fee: | $100 |
| Due: | Biennially |
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.
