Insurance

Texas Insurance License Requirements – Life, Property & Casualty

on this page you will find all the state specific information for insurance licensing in the state of texas. this information refers to applicants for residence licenses. For additional resident license information, or for nonresident license information, see the Texas Department of Insurance website at https://www.tdi.texas.gov/. information is subject to change and we will do our best to make the process of completing the educational requirements for licensing as simple as possible.

texas department of insurance

license division mc 107-1a333 guadalupe austin, tx 78701p.o. box 149104austin, tx 78714-9104phone: 512-676-6000 or 800-578-4677website: https://www.tdi.texas.gov/email: [email protected]

Reading: How to obtain insurance license in texas

how to get your texas insurance license

1. complete an insurance pre-licensing course

texas requires those seeking an insurance license to complete the pre-licensing before taking the state licensing exam. prelicensing courses with kaplan give you the best chance of passing – our pass rates are among the highest in the industry.

Pre-licensing education hour requirements

producer

  • the state of texas does not require pre-licensing education unless the applicant wants a 90-day temporary license. A 90-day temporary license can be applied for (applies to General Lines: Life, Accident & Health and General Lines: Property & Casualty) which allows the person to obtain the license before passing an exam and receiving the permanent license.
  • Although pre-licensing education is not required, due to the difficulty and nature of these exams, Kaplan strongly recommends enrolling in a course of study.

adjuster

  • texas adjuster (property and casualty): 40 hours
  • texas adjuster worker’s comp): 40 hours

Temporary license holders must have a sponsoring licensed insurance company, agency, or agent, and must complete 40 hours of pre-licensing education no later than the 14th day after the date of their temporary license application.

note: although kaplan offers pre-licensing study packages for the property & accident adjuster license, we do not offer any such package for the texas workers compensation adjuster license.

acceptable methods of education

  • classroom
  • self-study
  • online

live class requirements

class test: in texas, a graded class test is given on texas workers’ compensation and property & from Texas; classes for loss adjusters to assess your readiness for the state exam. the test must pass 70% or better to receive a certificate of completion.

You must be at least 18 years of age and have a basic understanding of the industry to attend our classes. Be sure to take the exam within five days of the class (you do not need to complete the exam to get a temporary license).

owned by texas & loss adjuster class:

Students are certified to apply for a state license upon successful completion of the final exam given and scored on the last day of class. In addition to the live class time, the applicant must also complete ten (10) hours of self-study and submit a self-study affidavit to the live class instructor verifying this fact. To be eligible to take the class final exam, the applicant must first complete all required education hours, including self-study time.

texas workers compensation live class:

Students are certified to apply for a state license upon successful completion of the final exam given and scored on the last day of class. In addition to live class time, the applicant must also complete ten (10) hours of self-study in the form of homework due within the first three days of class. To be eligible to take the class final exam, the applicant must first complete all required education hours, including self-study time.

note: kaplan does not offer live classes related to the texas workers’ compensation adjuster license.

online course requirements

  • Forced Progression – This requires the user to successfully complete each page of the online course before being allowed to proceed to the next.
  • Proctor – To obtain a certificate of completion and Issued, the three-hour timed certification exam for Texas Property & the loss adjuster course must be supervised by a disinterested third party (a person who is (a) not related to a student by blood, adoption, or marriage as a parent, child, grandparent, brother, niece, nephew, aunt, uncle, or cousin sibling, or (b) is not an employee or subordinate of the student). Kaplan’s adjuster license course includes the state certification exam. the exam must be proctored by a disinterested third party (an individual who (a) is not related to a student by blood, adoption, or marriage as a parent, child, grandparent, brother, niece, nephew, aunt, uncle, or first cousin; or ( b) is not an employee or subordinate of the student). You will need to mail the certificate of completion, along with the fingerprint receipt, the texas adjuster application (obtained from the texas department of insurance website), and a $50 fee to the texas doi.
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pre-licensing education exemptions

Applicants who are exempt from the exam must submit documentation that clearly shows the applicant’s name and the date the designation was granted with their license application.

  • applicants holding the clu® designation are exempt from the guidelines—life, accident, and health screening.
  • applicants holding the cpcu® designation are exempt from the guidelines —property and emergency examination.

Note: Applicants must submit their license application within 12 months of passing the exam or they will be required to retake the exam.

Adjuster license requirements

The Texas Department of Insurance requires staff and independent adjusters to take a state-approved 40-hour live class or an online course offered by an approved education provider. The candidate must also pass a state certification exam administered by the state’s education provider or testing administrator. Kaplan’s adjuster license course includes the state certification exam. the exam must be proctored by a disinterested third party (an individual who (a) is not related to a student by blood, adoption, or marriage as a parent, child, grandparent, brother, niece, nephew, aunt, uncle, or first cousin; or ( b) is not an employee or subordinate of the student). texas also requires a pre-licensing self-study course affidavit form to be completed (included with your online course) and submitted to the education provider.

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As of 02/01/2022, the state is being notified of the successful passing of your texas adjuster exam. In order to report your education, we must have your date of birth and the last 4 of your social security number on your account at the time you complete the course. Per state requirements, we cannot issue you a certificate of completion until your education is reported. your education completion will be reported to the state within 30 days of the completion date (pending the required information is present in your account).

If you are taking the kaplan online course and successfully pass the certification exam, kaplan will email you a certificate of completion which you can keep for your records and print. you will need to mail the certificate of completion along with the fingerprint receipt, the texas adjuster application (obtained from the texas department of insurance website), and a $50 fee to the texas doi.

fingerprints will be available at most test sites through the identogo fingerprint provider

student complaint policy

Students should address concerns about this school or any of its educational programs by following the complaint process outlined in the school catalog. Schools are responsible for ensuring and documenting that all students have received a copy of the school’s complaint procedures and describing these procedures in the school’s published catalog. If, as a student, you were not provided with this information, please inform the school administration.

  • This school has a Certificate of Approval from the Texas Workforce Commission (twc).
  • The school number assigned by twc is: s0184.
  • the school’s programs are approved by twc.

Students who are dissatisfied with this school’s response to their complaint or who are unable to file a complaint with the school may file a formal complaint with twc, as well as other relevant agencies or accreditors, if applicable. Information on how to file a complaint with twc can be found on the twc website at www.texasworkforce.org/careerschoolstudents.

2. pass your texas license exam

After completing the required prelicensing course, you must pass a state licensing exam. Kaplan’s prelicensing content is based directly on the Texas licensing exams, so you’ll be prepared to pass the first time.

certificate of completion requirements

Insurance Adjusters: Applicants who qualify for an adjuster license by completing a course approved by the Texas Department of Insurance (TDI) within the 12 months prior to filing an application must submit an application to TDI. tdi license card (including application fee) along with the course completion certificate. (See “Appraiser’s License” above for additional information.)

exam provider: pearson vue

texas will begin offering remote proctored state exams. For most major lines of insurance agents, you have a new option when you take a certification exam. now you can take an online exam at your home or office. an external monitor will use your computer’s webcam and microphone to monitor you. It is currently available for general life and health lines, general property and casualty lines, personal property and casualty lines, and life agent exams. For more information or to schedule an exam appointment, visit https://home.pearsonvue.com/tx/insurance.

Frequently Asked Questions about the Texas Licensing Exam

After completing my pre-licensing, how should I prepare for test day?

test preparation

walk-in exams are not available. Online booking is the most efficient way for candidates to schedule their exam. candidates should go to www.pearsonvue.com/tx/insurance to make an online exam reservation. new users must create an account. The candidate will need to complete all required fields, which are preceded by an asterisk (*), on the online form to create an ID and be assigned a password. step-by-step instructions will guide the candidate through the rest of the exam booking process.

Candidates must make an online reservation at least twenty-four (24) hours in advance of their desired exam date. Candidates wishing to make a telephone reservation at (888) 754-7667 must do so at least twenty-four (24) hours prior to their desired exam date.

Before making a reservation, candidates must have the following:

  • legal name
  • address
  • social security number
  • daytime phone number
  • date of birth
  • name of exams
  • preferred exam date and test center location

test day

Candidates must report to the test center at least thirty (30) minutes before the exam begins to complete registration. Each candidate will leave the test center with an official score report in hand.

ID required

Candidate must present two (2) forms of current firm identification. the name on the ID must exactly match the name on the record. the primary ID must be government issued, with photo and signature and the secondary ID must contain a valid signature. identification must be in English.

primary identification (photo and signature, not expired)

  • government issued driver’s license
  • u.s. state driver’s license department
  • u.s. learner’s permit (plastic card with photo and signature only)
  • national/state/country identification card
  • passport
  • passport cards
  • military id
  • military identification for spouses and dependents
  • alien registration card (green card, permanent resident visa)

secondary identification (signature, not expired)

  • united states social security card
  • debit card (ATM) or credit card
  • any form of identification on the main list

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If the submitted identification has an embedded signature that is not visible (microchip), or is difficult or impossible to read, the candidate must present another form of identification from the primary or secondary identification list that contains a visible signature.

pearson vue does not recognize grace periods. For example, if a candidate’s driver’s license expired yesterday and the state allows a 30-day grace period to renew the ID, the ID is considered expired.

How is the exam?

security procedures

The following policies are observed at each test center. Candidates who violate any of these policies will not be allowed to finish the exam and will be dismissed from the test center forfeiting their exam fee.

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