State-by-State Requirement Guide

Cut through the confusion. Whether you're applying for your first license or
managing renewals across multiple states, our guide simplifies what you need to know.

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INDUSTRY INSIGHTS

Relevant Blogs

Read our blog to discover the latest industry insights and trends in license and appointment management.

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Insurance Code

Wyoming Ends Market-Based Insurance Code Exemptions

On January 22, 2026, the Wyoming Insurance Commissioner issued Bulletin No. OI-2026 announcing the immediate withdrawal of all insurance code exemptions that were previously granted due to non-competitive insurance market conditions. With Wyoming now maintaining a robust and competitive insurance market, these exemptions are no longer considered necessary. Insurers wishing to transact or continue doing business in Wyoming must now adhere to all applicable statutory and regulatory requirements. This update has important implications for carriers, producers, and surplus lines brokers operating in the state.

TPA licenses

Ohio Updates TPA Late Fees with New Graduated Penalty Structure

Ohio is implementing a significant change to how late fees are assessed for Third Party Administrator (TPA) licenses. Beginning March 12, 2026, late fees will no longer be a flat amount. Instead, fees will decrease incrementally depending on how many months have passed since license expiration. This change impacts both resident and non-resident TPA licenses and applies to entity filings. Understanding how the new schedule works is essential for organizations managing multiple licenses and renewal cycles.

Appointment Renewal

District of Columbia Opens 2026 Company Appointment Renewal Period

The District of Columbia Department of Insurance has released renewal details for 2026 company appointments. The renewal window opens March 4, 2026 and closes May 31, 2026, with all transactions required to be completed electronically through NIPR. This renewal cycle includes firm termination deadlines, mandatory continuation fees for listed licensees, and specific payment limitations based on method. Companies should prepare early to avoid late payment issues, processing delays, or unintended appointment renewals.

Brokers

California Issues Bulletin #1516 on 2025 Surplus Line Tax Filing Requirements

On January 15, 2026, the California Department of Insurance released Bulletin #1516 detailing surplus line tax filing requirements for the 2025 tax year. All surplus line brokers must submit their annual state tax return through CDI’s Premium Tax Processing System (Online Tax Forms – Sign In) by March 2, 2026. The bulletin provides guidance on tax rates, zero-premium filing obligations, monthly prepayment thresholds, acceptable payment methods, and penalties for late or missed filings. Brokers should review the requirements carefully to ensure timely and accurate submission.