Laura’s Corner

Managing insurance licenses across multiple states means managing over 50 sets of requirements. States may have unusual renewal cycles, reciprocity exceptions, unique CE requirements, or easily missed application deadlines. Fortunately, you don’t have to memorize every nuance. The best practice is to build a process that identifies state specific caveats and facilitates issue resolution before delays, missed renewals, or compliance issues arise.

Industry events are about much more than sitting in a meeting room and listening to presentations. They are an opportunity to build relationships, exchange ideas, discover new opportunities, and learn what is happening across the industry. The ICMG Midyear Meeting brought those opportunities to life and it has us looking forward to continuing those conversations at the 2027 ICMG Annual Conference in Scottsdale.

Arizona is adding the Staff Adjuster Line of Authority to its Adjuster License Class effective September 12, 2026. The optional license creates a temporary opportunity for certain applicants to qualify without taking the Arizona adjuster examination. Eligibility is limited, and the new Staff Adjuster option does not apply to every adjuster license type. Applicants should review the requirements carefully and contact Arizona DIFI with questions.

Texas is making it easier for sole proprietorships to apply for insurance licenses electronically. Beginning September 2, 2026, eligible sole proprietorships will be able to submit both resident and non-resident licensing applications through the electronic process. The change removes a previous restriction and gives licensing teams a more streamlined way to manage these applications.

FINRA has reminded registered persons and member firms about their continuing education responsibilities for 2026. The annual Regulatory Element must be completed by December 31, 2026, while firms must also maintain their Firm Element training program. With year end approaching, now is an important time for firms to review completion status, communicate deadlines, and address any outstanding requirements before they become a compliance issue.