50-State Financial Services Licensing Compliance Guide
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Oregon 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 Oregon.

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Company Licenses

Oregon Financial Services Company Licenses

Oregon Adjuster License - Non-Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$90

Due:

Biennially by the end of the registration anniversary month.

Oregon Adjuster License - Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$90

Due:

Biennially by the end of the registration anniversary month.

Oregon Collection Agency Branch Registration

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online through NMLS

Agency Fee:

$0

Registration Renewal

Filing Method:

Online through NMLS

Agency Fee:

$0

Due:

Annually by December 31.

Amendment

Filing Method:

Online through NMLS

Agency Fee:

$0

Notes:

Changes to a branch office address or branch office manager can be reported online.

Oregon Collection Agency Registration

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Yes
Bond Requirements:

$15,000 for out-of-state agencies with no physical location in Oregon and $10,000 for all other agencies.

Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online through NMLS

Agency Fee:

$350 application fee + $15 credit report fee per control person.

Registration Renewal

Filing Method:

Online through NMLS

Agency Fee:

$120

Due:

Annually by December 31.

Amendment

Filing Method:

Online through NMLS

Agency Fee:

$0

Notes:

Changes to an agency's name, address, or trade name can be reported online.

Oregon Consultant License - Non-Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$90

Due:

Biennially by the end of the registration anniversary month.

Oregon Consultant License - Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$90

Due:

Biennially by the end of the registration anniversary month.

Oregon Independent Review Organization Registration

Not required



Utilization Review licensure is not required on the State level in Oregon.

There is no registration requirement for IROs in Oregon, however, annual reports must be filed with the Division of Financial Regulation.

More information: Oregon Division of Financial Regulation

Supplemental Reporting
External Review Annual Summary

Agency Fee:

$0

Due:

Annually by March 31.

Law:

OAR 836-053-1360

Notes:

Contact the division for a reporting form.

Oregon Insurance Agency License

Agency:Oregon Division of Financial Regulation
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 Oregon for the first time.

Agency:Oregon Division of Financial Regulation
Form:

http://www.oregon.gov/DCBS/Insurance/agents/licensing/Pages/new-application.aspx

Agency Fee:

Varies by insurance type. Baseline of $45

Registration Renewal

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

Agency:Oregon Division of Financial Regulation
Form:

http://www.oregon.gov/DCBS/Insurance/agents/licensing/Pages/new-application.aspx

Agency Fee:

Varies by insurance type. Baseline of $45

Due:

Biennially

Oregon Insurance Producer License - Non-Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end of the registration anniversary month.

Oregon Insurance Producer License - Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end of the registration anniversary month.

Oregon Portable Electronics License - Non-Resident

Agency:Oregon Division of Financial Regulation
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:

$250

Due:

Biennially by the end of the registration anniversary month.

Oregon Portable Electronics License - Resident

Agency:Oregon Division of Financial Regulation
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:

$250

Due:

Biennially by the end of the registration anniversary month.

Oregon Self-Service Storage License License - Non-Resident

Agency:Oregon Division of Financial Regulation
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:

$250

Due:

Biennially by the end of the registration anniversary month.

Oregon Self-Service Storage License License - Resident

Agency:Oregon Division of Financial Regulation
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:

$250

Due:

Biennially by the end of the registration anniversary month.

Oregon Third Party Administrator License - Non-Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$45

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end of the registration anniversary month.

Oregon Third Party Administrator License - Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$45

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end of the registration anniversary month.

Oregon Utilization Review License

Not required



Utilization Review licensure is not required on the State level in Oregon.

There is no utilization review license in Oregon, but insurers that require pre-authorization for treatment are required to file an annual summary relating to the insurer's utilization review policies.

More information: Oregon Division of Financial Regulation

Oregon Vehicle Rental Company License - Non-Resident

Agency:Oregon Division of Financial Regulation
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:

$250

Due:

Biennially by the end of the registration anniversary month.

Oregon Vehicle Rental Company License - Resident

Agency:Oregon Division of Financial Regulation
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:

$250

Due:

Biennially by the end of the registration anniversary month.

Individual Licenses

Oregon Individual Financial Services Licenses

Oregon Adjuster License - Non-Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end of the licensee's birth month.

Oregon Adjuster License - Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$90

Due:

Biennially by the end of the licensee's birth month.

Oregon Consultant License - Non-Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$90

Due:

Biennially by the end of the licensee's birth month.

Oregon Consultant License - Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$90

Due:

Biennially by the end of the licensee's birth month.

Oregon Insurance Agent License

Agency:Oregon Division of Financial Regulation
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 Oregon for the first time.

Agency Fee:

From $45 to $75 depending on license type

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the last day of initial registration month

Oregon Insurance Producer License - Non-Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end of the licensee's birth month.

Oregon Insurance Producer License - Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$75

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end of the licensee's birth month.

Oregon Life Settlement Broker License - Non-Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$45

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end of the licensee's birth month.

Oregon Life Settlement Investment Agent License - Non-Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$45

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end of the licensee's birth month.

Oregon Life Settlement Investment Agent License - Resident

Agency:Oregon Division of Financial Regulation
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Filing Method:

Online

Agency Fee:

$45

Registration Renewal

Filing Method:

Online

Agency Fee:

$45

Due:

Biennially by the end 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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