Establishing secure connection…Loading editor…Preparing document…

California Department of Insurance Application

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Application to Renew Individual Insurance Adjuster (AJ) or Public Insurance Adjuster (PJ) License

State of California Department of Insurance
LIC 448-29C (Rev 3/2015)

Name:

License Expiration Date:

Insurance License Number: National Producer Number:

Current renewals can be renewed faster online at www.insurance.ca.gov, under Online Services.

Check license type(s) you are renewing

Per Branch Office

Current Fee

$283

Check license type(s) you are renewing

Current Fee

$240

$56

$50

Renewal Application Certifications

1. Have you been convicted of a crime which has not been previously reported to the California Department of Insurance? .

“Crime” includes a felony, a misdemeanor or a military offense. “Convicted” includes, but is not limited to, having been found guilty by a verdict of a judge or jury, having entered a plea of nolo contendere, no contest, having had any charge expunged, dismissed or plea withdrawn pursuant to Penal Code 1203.4, or having been given probation, a suspended sentence or a fine. You may exclude traffic citations and juvenile offenses tried in juvenile court. You should answer “yes” if you have been convicted of a felony or a misdemeanor including driving offenses such as, but not limited to, reckless driving, driving under the influence and driving with a suspended license, whether or not you spent any time in jail, and whether or not you believe the conviction has been removed from your record.

2. Have you been involved in any administrative disciplinary action which has not been previously reported to the California Department of Insurance? .

“Involved” means having a license censured, suspended, revoked, canceled, terminated; or, being assessed a fine, placed on probation or surrendering a license to resolve an administrative action. “Involved” also means being named as a party to an administrative or arbitration proceeding, which is related to a professional or occupational license. “Involved” also means having a license application denied or the act of withdrawing an application to avoid a denial, include any business so named because of your actions in your capacity as an owner, partner, officer, director, or member or manager of a Limited Liability Company. You may exclude terminations due solely to noncompliance with continuing education requirements or failure to pay a renewal fee.

Important Notice: If you have answered “Yes” to 1 or 2, attach a detailed statement, signed by you (original signature), of the events which led to the charges (dates and places). If the matter was heard in court, attach copies, Certified by the Court, of the Criminal Complaint and Minute Order showing the final plea, judgment and sentence.

Applicant’s Certifications:

I certify (or declare) under penalty of perjury, under the laws of the State of California, that I have read the forgoing renewal application and certifications and know the contents thereof and that each statement therein made is full, true and correct. Pursuant to Insurance Code Sections 1703 and 1733, I authorize disclosure to the Insurance Commissioner of all financial institution records of any fiduciary accounts for the duration of this license. I understand that any changes in background information (per CIC 1729.2) must be filed within 30 days or my license can be subjected to disciplinary action. I certify that I am in compliance with the background information reporting requirements of CIC 1729.2.

3. ► Signature

Date

City/State

Telephone

4. Print name

Qualified Manager (AJ only)

E-mail address

*If an active Insurance Adjuster qualification exists, submit with this application, the Qualified Manager list, the Branch Office list (if applicable), and a list of your employees acting as adjusters. Provide full names and social security numbers. Fees, all lists, and signed renewal application certification must be postmarked within 30 days after date shown. If postmarked after that date, the following delinquent fees are also due: Independent Adjuster $72. The application to renew an expired AJ license or branch office may be filed up to one year from the date your license expires.

**If an active Public Insurance Adjuster qualification exists, fees, and signed renewal certification and Branch Office Certificate (if applicable) must be postmarked within 30 days after date shown If postmarked after that date, the following delinquent fees are also due: Public Insurance Adjuster $62. The application to renew an expired PJ license or branch office certificate may be filed up to one year from the date your license expires.

Warning: The terms of this renewal may be limited by the Family Support Law, Welfare and Institution Code Section 11350.6

Section 31(e) of the California Business and Professional Code allows the State Board of Equalization and the Franchise Tax Board to share taxpayer information with the Department of Insurance. Applicants and licensees are required to pay all state tax obligations and failure to comply with this requirement may result in suspension of license(s) issued by the Department of Insurance.

Address changes must be filed online at www.insurance.ca.gov under Online Services.

For a change of name, attach a signed and dated statement requesting name change and attach copy of any name change document(s). You will be notified if there are any further requirements. For business entity name change questions contact our Adjuster Unit at 916-492-3085.

Make check payable to: California Department of Insurance, Mail to: P.O. Box 311, Sacramento, CA 95812-0311, Information: (916) 492-3085.

Enter text✕

What the California Department of Insurance Application Is and Why It Matters

The California Department of Insurance Application is the formal submission used to request licensure, approval, or registration with California's insurance regulator. It collects applicant identity, business entity details, scope of requested authority, financial disclosures, and required attestations. Depending on the application type—producer license, company admission, rate filing, or producer appointment—the package will also include fingerprint/background checks, supporting exhibits, and filing fees. Accurate completion establishes eligibility to transact insurance in California and begins the department's review, background screening, and fee assessment process.

Why Completing the Application Correctly Protects Your License Status

A precise, complete application reduces delays and increases the likelihood of approval by providing required identity, business, and financial information in the format regulators expect.

Why Completing the Application Correctly Protects Your License Status

Who Commonly Prepares and Submits These Applications

Applicants, business owners, compliance teams, and licensing agents typically prepare Department of Insurance applications for submission to the state regulator.

  • Independent insurance producers and agents who need individual or business licensure.
  • Insurance carriers and managing general agents submitting company or appointment filings.
  • Compliance officers and in-house counsel handling disclosures, background checks, and appeals.

Different roles may share responsibility: compliance drafts disclosures, owners approve fees, and licensed producers or managers sign attestations before filing.

Stepwise Process for Completing the Application

Follow these steps in order to assemble a complete filing package before submitting to the Department of Insurance.

  • 01
    Gather documents: Collect IDs, formation records, and financial exhibits.
  • 02
    Complete fields: Enter names, tax IDs, and license selections accurately.
  • 03
    Sign and notarize: Have required parties sign and notarize where mandated.
  • 04
    Submit: Upload package and pay applicable fees to the department.

Online Filing and eSubmission Settings to Configure

When using an electronic workflow, set these options to match regulatory expectations and audit requirements.

Field Configuration
File format PDF/A for long-term preservation
Signer authentication Email + SMS or higher for identity assurance
Signature type Audit-trail eSignature or notarized image
Retention policy Retain signed copies per statute and internal policy

Typical Submission Flow for an Electronic CDI Application

This sequence shows the common path from form preparation to regulator review for e-submissions.

  • Prepare: Assemble forms and exhibits.
  • Authorize: Signers affix signatures.
  • Transmit: Upload to the department portal.
  • Review: Agency performs completeness and background checks.

Six Essential Components of a Professional Application Package

A complete package anticipates regulator needs and reduces back-and-forth by including documentation, verifications, and proper signatures.

Completed Form

A legible, fully filled application using correct legal names, TINs, addresses, and selected license classification to prevent clerical rejections.

Supporting Exhibits

Corporate formation records, financial statements, or policy forms that demonstrate solvency and compliance with statutory filing requirements.

Background Checks

Fingerprint cards or digital fingerprint submissions and consent forms for criminal history review, where required by the department.

Payment Proof

Receipt or confirmation of filing fees and any required surety bonds or deposit payments tied to the application.

Attestations

Signed declarations regarding criminal history, disciplinary actions, and accuracy of submitted information to support legal compliance.

Signature Page

Properly dated and executed signature block for the authorized individual, with notary acknowledgement when the regulation requires notarization.

Required Information and Core Data Elements

Applicant name: Full legal name
Entity details: Registered business name
Tax identifier: FEIN or SSN
License class: Type and endorsements
Contact address: Street, city, state, ZIP
Signature: Signed and dated

Common Errors That Slow Department Review

  • Incomplete or mismatched names between ID and application trigger identity verification delays and possible rejection.
  • Missing or improperly formatted tax ID causes backup withholding flags or returns requiring correction.
  • Omitted supporting exhibits such as financial statements or bonds prompt supplemental requests and extend processing time.
  • Unsigned attestation pages or absent notarization when required will usually lead to immediate filing denial or hold.

Consequences of Incorrect or Incomplete Applications

Denial or delay: Application rejected
Fines: Civil penalties possible
License suspension: Regulatory action risk
Financial exposure: Bond or reserve issues
Refile costs: Additional filing fees
Reputational harm: Trust with clients affected

Typical Timeframes and When to Expect Department Action

Timeframes vary by application type; expect preliminary completeness checks then background screening and substantive review stages.

Initial completeness check:

Often within 7–21 days, varies by workload

Fingerprint/background results:

Can take 7–30 days depending on vendor

Requests for additional info:

Issued during review; respond promptly to avoid further delay

Final determination:

Timing depends on complexity and supplemental review

Appeal window:

Statutory notice periods apply for denials or sanctions

Key Milestones from Submission to License Decision

A sequential view of the main milestones helps teams track progress and anticipate regulator requests.

01

Preparation

Compile form, exhibits, payments, and signatures prior to submission.

02

Submission

File electronically or by mail with required payment and attachments.

03

Review

Department performs completeness check and background screening.

04

Determination

Agency issues approval, conditional approval, or denial with next steps.

Who Typically Signs and Certifies the Application

Agency Owner

The owner or authorized officer signs corporate attestations and fee authorizations. They confirm business details, financial disclosures, and attest to accuracy under penalty of perjury.

Compliance Officer

A designated compliance or licensing officer often prepares supporting exhibits, ensures background checks are ordered, and affixes attestations required by the department.

Real-World Examples of Electronic Filing and Signature Use

Organizations of various sizes have used digital workflows to submit regulatory filings and obtain required signatures more efficiently.

Optica Ventures LLC — COO Brian Fitzgibbons

Optica centralized application preparation and electronic signing for producers to reduce paper handling.

  • The interface remained simple for customers and staff.
  • As a result, internal turnarounds shortened and customers could complete required attestations without in-person appointments, improving operational reliability while maintaining compliance.

Martin Properties — Founder Tim Martin

Martin Properties moved signature-intensive filings to an online workflow to avoid physical mail delays.

  • The system supported mobile and offline signing.
  • This allowed agents and owners to execute documents remotely with full audit trails, reducing the logistical burden of in-person notarization for routine filings.

Platform and Integration Considerations for eSubmission

Choose a platform that supports required file formats, audit trails, and the authentication strength your filing demands.

  • File formats: PDF, DOCX supported
  • Integrations: Salesforce, NetSuite, Google Workspace
  • Authentication: Email, SMS, or higher

Comparing eSignature Vendor Pricing for Regulatory Applications

Below is a concise pricing and feature comparison showing typical starting prices and feature availability across major eSignature vendors, with signNow positioned first for reference.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day trial No No Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

FAQs and Troubleshooting for the California Department of Insurance Application

Answers to common questions about signatures, notarization, eSubmission, and how to avoid processing delays.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users