Insurance licensing exam and application checklist

Life and Health Insurance Agent or Agency | PublicProof Academy working document

Walk through pre-licensing, exam, fingerprints and application in the order your state requires.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Before the exam

Opened my state's row in this room and the official page it cites
Pre-licensing course required? Hours per line recorded
Course completion certificate saved (check expiry)
Exam vendor account created (Pearson VUE / PSI / Prometric)
Life exam date booked
Accident & Health exam date booked

After passing

Score reports saved and expiry date noted
Fingerprint vendor and service code confirmed with state
Fingerprints completed (date)
Application submitted on NIPR or state portal (transaction number)
Fee paid (amount printed by state)
License issued and visible in state lookup

Agency entity (if forming one)

Entity name approved or registered
Designated responsible licensed producer named
Bond or E&O proof if required
Business entity license issued

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.