License Changes and Requests

​Last Updated: July 19, 2018

Update Agent Address, Phone or E-mail

Each licensee shall, within 30 days, notify the commissioner in writing of any change of residence, mailing address, and/or business address. A specific form is not required for this notification.

Address, phone, or e-mail changes can be submitted to www.nipr.com.

E-mail address may also be updated through www.statebasedsystems.com.

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Update Agent Name

Name changes must be submitted in writing and can be sent via e-mail to ociagentlicensing@wisconsin.gov. Requests should include previous name, new name, National Producer Number (NPN), statement requesting the change, reason for the change, and effective date.

Once the changes have been made, agents may print an updated license from State Based Systems (SBS).

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Update Business Entity License

Firms, agencies, and all other business entities may update their license information such as address, e-mail, Designated Responsible Licensed Producer (DLRP), and other contact information by submitting the update in writing to ociagentlicensing@wisconsin.gov. Requests may also be submitted via mail or fax. Include entity name, National Producer Number (NPN) or FEIN number, state requesting the change, and effective date. Requests must be completed either by the Designated Responsible Licensed Producer (DRLP) or an officer of the entity.

If changing FEIN (Tax ID) number, include the following with your change request:

  • National Producer Number (NPN) or FEIN number.
  • Old FEIN and new FEIN.
  • Statement from DRLP or officer of entity requesting the change.
  • Documents from Internal Revenue Service (IRS) regarding FEIN change.

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Change of State Residency Requirements

Wisconsin uses any or all of the following criteria to determine residency:

  • Jurisdiction for payment of state taxes.
  • Jurisdiction for automobile driver's license and motor vehicle registration.
  • Location of voter registration, location of principal residence, such as owned or rented dwelling, condominium or apartment.

Wisconsin-Licensed Nonresident Agents Moving to Wisconsin

Agents can obtain their Wisconsin resident license within one year of inactivating their previous resident state license to avoid completing prelicensing education, fingerprinting, and the exam requirements. Only the same lines of authority previously held can be applied for in Wisconsin. Any new lines of authority not previously held will require agents to follow the resident licensing requirements.

Licensing Steps:

  1. Voluntary surrender of the previous resident license to inactivate that license. Agents are not allowed to have two active resident licenses.
  2. Voluntary surrender of the Wisconsin nonresident license in order to apply electronically. If agents do not wish to surrender their nonresident Wisconsin license, a paper application without examination can be mailed to OCI with a check or money order.
  3. Apply electronically via www.nipr.com for a resident license. Each line of authority is $75 along with processing fees.

Agents Moving to Wisconsin to Become Newly Licensed in Wisconsin

Agents can obtain their Wisconsin resident license within one year of inactivating their previous resident state license to avoid completing prelicensing education, fingerprinting, and the exam requirements. Only the same lines of authority previously held can be applied for in Wisconsin. Any new lines of authority not previously held will require agents to follow the resident licensing requirements.

Licensing Steps:

  1. Voluntary surrender of the previous resident license to inactivate that license. Agents are not allowed to have two active resident licenses.
  2. Apply electronically via www.nipr.com for a resident license. Each line of authority is $75 along with processing fees.

Wisconsin Resident Agents Moving to Another State

  1. Report address changes within 30 days to the Commissioner's office.
  2. Once address is updated the resident license will be placed into a 60 day status.
  3. Our office will send a letter to the licensed agent that they may retain authority under their Wisconsin resident license for 60 days. If the agent has not applied for a nonresident license within those 60 days, the Wisconsin resident license will be canceled.

Other states may require agents to inactivate their resident Wisconsin license before obtaining another state's resident license. A letter of clearance can be requested by the agent.

Nonresident Agents Moving to Another State (Not Wisconsin)

  1. Report address changes within 30 days to the Commissioner's office.
  2. Once address is updated the resident license will be placed into a 60 day status.
  3. Our office will notify the licensed agent that they may retain authority under their Wisconsin resident license for 60 days and request the agent to provide evidence of their new active resident license to Wisconsin.
  4. Submit a copy of new resident license to our office via e-mail at ociagentlicensing@wisconsin.gov.
  5. Failure to provide updated license and address information will result in the cancellation of the Wisconsin nonresident license. In order to obtain licensure again, agents must re-apply via www.nipr.com and pay licensing and processing fees.

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Voluntary Surrender License

Agents wishing to voluntary surrender their license should send a request via e-mail with a statement of the license or lines of authority they wish to surrender to ociagentlicensing@wisconsin.gov. Include name, National Producer Number (NPN), and statement requesting the surrender of license or specific lines of authority. If effective date is not included, the license will be surrendered the date the request was received.

Once a request to surrender the license is processed, the license becomes inactive. There is NO grace period to rescind the request. Agents will need to follow the Wisconsin licensing requirements in order to obtain licensure once again.

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Letter of Clearance

A letter of clearance is an official document generated by our office for our resident agents which will change the license status to inactive (canceled). Letters of clearance are used to obtain a resident license in another state. Wisconsin does not require a letter of clearance in order for individuals to become resident licensed in Wisconsin.

Requests should be e-mailed to ociagentlicensing@wisconsin.gov and include name, National Producer Number (NPN), statement of request, effective date, and new mailing address. There is no fee for this request.

A letter of clearance can also be e-mailed to agent by request only; otherwise, the letters are sent by first-class mail.

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Letter of Certification

A letter of certification is an official document confirming the status and history of an insurance license. Individuals can obtain a printout from State Based Systems (SBS) under licensee look-up and use this document in lieu of a letter of certification. There is no fee for this request.

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Report Deceased Agent

If the insurer reports the agent as deceased, additional documentation such as an obituary, newspaper article, or the death certificate must be e-mailed to ociagentlicensing@wisconsin.gov.

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