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Texas PreLicensing Requirements

Individual Resident Producer Requirements

To qualify for a resident Texas insurance producer license, the applicant must satisfy the following requirements:

  • Be at least 18 years of age
  • Submit the appropriate forms and remit the appropriate fees for the requested insurance license
  • Meet all licensure requirements established by TDI for the particular license desired
  • Submit fingerprints

PLE Requirements

State Candidate Handbook

Before making an exam reservation Candidates should thoroughly review the Texas Insurance Candidate Handbook, which contains the exam content outline and important information regarding eligibility and the examination and licensing application process.

Course Delivery

Applicants must read each lesson before they can proceed to the next lesson.

Exam Requirements

  • Passing Score:  PreLicense.com suggests students pass PreLicense.com's Practice exam with a score of 75% or higher.
  • Exam Proctor Requirements:  The Practice exam does not require a proctor.

Certificate of Completion

The Texas Department of Insurance does not require a PLE certificate of completion.

State Reporting Requirements

The Texas Department of Insurance does not require PLE course completions to be reported.

Adjuster PLE Requirements

For more information on prelicense education requirements for Texas insurance adjusters, go to www.AdjusterPreLicense.com.
 

License Application Process

1. Make an examination reservation and pay the fee.

Online reservations are the most efficient way for candidates to schedule their examination. Candidates must go to www.pearsonvue.com/tx/insurance to make an online reservation for an examination or by calling (888) 754-7667.

2. Make a fingerprint reservation: Make a reservation (online or by phone) with MorphoTrust for the digital fingerprint. Candidates must contact MorphoTrust to schedule their reservation at (888) 467-2080 or register electronically https://www.identogo.com/.

-  Before attempting to schedule for fingerprinting, print and complete the FAST PASS form from the Texas Department of Insurance website:http://www.tdi.texas.gov/forms/form11.html.  You will need information from the FAST PASS form to make your electronic fingerprinting appointment.

3. Resister for State exam: Make an online reservation at http://www.pearsonvue.com/tx/insurance at least 24 hours before the desired exam date or 5 days in advance if paying by electronic check or by calling (888) 754-7667.

4. Materials Needed to bring:

Candidates must present at least two forms of current signature identification. The primary identification must be government-issued and photo-bearing with a signature and the secondary identification must contain a valid signature.

Exam Format:

·  The passing score required on each exam is 70%.

·  When you complete the exam, you will receive a score report marked “pass or fail”.

 5. Apply for a license: Please note that the application process must be completed within one (1) year of passing the examination.  Apply online at https://pdb.nipr.com/nrl/useAgreement.do printed forms can be obtained at http://www.tdi.texas.gov/forms/finagentlicense/FIN506.pdf

New Resident Producer Requirements

If you are moving to Texas and wish to qualify for a Texas license without taking an examination, you must:

  • Have held the same or a similar insurance license in your previous state within the 90-day period preceding the Texas application.
  • Submit the TDI application to TDI with a letter of clearance or a Producer Database (PDB) report showing that you have had a license within the 90-day period. The application form is available online at the agent section of www.tdi.state.tx.us.

Application Process

A nonresident licensee who wishes to become a resident licensee will need to forward the materials listed below to:

Texas Department of Insurance
Licensing Division MC 107-1A
P.O. Box 149104, Austin, TX 78714-9104

Materials Needed to Apply

Fingerprinting Process

All Texas resident applicants and all nonresident public insurance adjuster applicants must submit fingerprints as part of the license application unless the applicant already submitted fingerprints to TDI for an Agent, Life and Health Insurance Counselor, Risk Manager, Adjuster, Public Insurance Adjuster or Reinsurance license and that license is still active. Fingerprints provided for an application will be used to check criminal history records of the Texas Department of Public Safety (DPS) and the Federal Bureau of Investigation (FBI), in accordance with applicable statutes.

Appointments for electronic fingerprint services at a Pearson Vue location must be made with MorphoTrust by calling 888-467-2080 or online at www.l1enrollment.com. Each individual will be required to pay fingerprint fees of $41.45 to cover processing costs.

Nonresident Producer Requirements

Non-resident applicants who are in good standing in their resident state may apply by reciprocity and are exempt from the examination requirement.

Application Process

Nonresident applicants who have held a similar license in their home state within the past 90 days must submit a completed TDI application directly to TDI with a letter of clearance, a letter of certification or a Producer Database (PDB) report showing that he or she has or had a similar license in their home state within the previous 90 days.

Ways to Apply

Materials Needed to Apply

Fingerprinting Process

All Texas resident applicants and all nonresident public insurance adjuster applicants must submit fingerprints as part of the license application unless the applicant already submitted fingerprints to TDI for an Agent, Life and Health Insurance Counselor, Risk Manager, Adjuster, Public Insurance Adjuster or Reinsurance license and that license is still active. Fingerprints provided for an application will be used to check criminal history records of the Texas Department of Public Safety (DPS) and the Federal Bureau of Investigation (FBI), in accordance with applicable statutes.

Appointments for electronic fingerprint services at a Pearson Vue location must be made with MorphoTrust by calling 888-467-2080 or online at www.l1enrollment.com. Each individual will be required to pay fingerprint fees of $41.45 to cover processing costs.

State-Required Product Training

Your state has special training requirements in order for licensed agents to sell the following products:

Annuity Training: Producers licensed to sell, solicit, and negotiate annuity products must complete an annuity training course approved for at least 4 hours prior to selling, soliciting, or negotiating such products.

Long-Term Care: Licensed LAH producers who plan to sell long-term care insurance in conjunction with Texas’s partnership program are required to first complete Department of Insurance-qualified and Texas-specific 8-hour LTC partnership certification training. The training must be completed no later than the date on which a represented carrier introduces a partnership policy. The 8 hours of LTC partnership training may be counted toward the producer’s CE requirement.

Purchasing state-required Product Training with your exam prep course from the PreLicense.com catalog will allow you to take one of the special training requirement courses from WebCE. Additional fees for state filing, books or shipping may apply at the time you register to begin taking the product training course.

Click here for more information regarding state-specific product training.

Temporary License Training Requirement

PreLicense.com has a ready solution for insurers and general lines agents/agencies who are looking for a temporary license training program. For more information, call 972.616.1130

In summary, Sec. 4001.160 of the Texas Insurance Code stipulates that candidates for a 90-day temporary license must complete 40 hours of training provided by the appointing insurance company or general lines agent/agency. The 40-hour training requirement must include 10 hours of in-class instruction (the remainder may be self-study), and must be completed within 14 days of applying for the temporary license. It is not necessary to submit the training program to Texas Department of Insurance (TDI) for approval, nor is it necessary to provide the temporary license applicant with a certificate of course completion. However, the appointing insurer or general lines agency/agent must be able to demonstrate, upon TDI audit, that all temporary license candidates receive this required training.

Contact Information

Texas Department of Insurance
Licensing Division MC 107-1A
P.O. Box 149104, Austin, TX 78714-9104
Phone: 512.322.3503
Fax: 512.332.4209
Visit the agent page of TDI’s Web site at www.tdi.state.tx.us

Pearson Vue

Phone: 888.754.7667
Website: http://www.pearsonvue.com/tx/insurance/

The licensing information presented here is a brief summary only and is not intended to be comprehensive or complete. We urge you to check with your state's insurance department for complete and current information about its licensing rules and requirements.

 

PreLicense.com Course Features Enhance the Exam Prep Experience

Prepare for your state insurance license exam with confidence. Engaging course features enhance the PreLicense.com study experience by reinforcing key points that are essential for passing the license exam:

  • State-tailored courses cover the topics you need to know to pass your state’s license exam – and nothing more.
  • Video introductions and summaries to each lesson reinforce key test points
  • Dynamic glossary works two ways:
    • Click Glossary on the course menu bar and get fast access to hundreds of insurance terms and definitions
    • Place the cursor over any highlighted word in the lesson for an instant pop-up definition
  • Search for any word or phrase in the course quickly with the easy-access Search feature.
  • Practice makes perfect! Check your knowledge and sharpen your test skills with end-of-lesson quizzes and an end-of-course mastery exam. Immediate scoring helps you pinpoint subjects or topics that may require additional study.
  • Simulate your state exam. Included with every PreLicense.com course is State Exam Tutor®, a powerful diagnostic testing tool that provides unlimited customizable practice exams and complete state exam simulations.
  • Drill and practice your knowledge of key insurance terms with Flash Tutor® flashcards, a unique study aid that gives you more than just terms and definitions. Included with every PreLicense.com course.