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Agency and Individual Licensing - Compliance

Call: 360-725-7144 (8:30 a.m. to 4:30 p.m., Monday - Friday)
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Records retention

You must maintain your records for the required amount of time and provide them upon request.

Business-entity licensees - complying with other Washington state agencies

If you’re obtaining an insurance license for your business entity, anticipate interacting with more than one state agency in order to comply with Washington state statutes.

Separate premium accounts

Find out about producer requirements regarding separate premium accounts, including shortages, agency bill premiums, recordkeeping and unclaimed property.

Bonds

Producers and adjusters may need to purchase a bond in order to do business.

Title agents

Title agents must follow unique rules and their own filing requirements.

Compensation and disclosure

Learn about referral compensation and fees, what you need to disclose to your clients, and what kind of records you need to maintain.

Court certification letters

These letters are generated for licensees who are licensed for surety (bail-bond agencies), at the request of the Washington state courts.

Financial examinations

We conduct financial examinations to protect consumers by confirming producers are complying with the law. We may also examine your records in response to a consumer complaint.

Lead cards and mailing lists

Lead cards are messages sent to the public that are used to put together a list with the names or other personal information of individuals who have expressed an interest in receiving information about insurance.

Licensing and education forms

Find the various forms needed for insurance producers and agents.

Promotional games of chance

An insurance producer may conduct a promotional game of chance such as a raffle or a drawing under certain conditions.

Rebating and illegal inducements

There are strict rules on how insurers and insurance producers can advertise and run promotional programs.

Compliance tips for new licensees

Congratulations on obtaining your Washington state insurance license! Knowing and meeting compliance standards is an important first step after becoming licensed.

Related topics

Laws and rules affecting licensees and providers

Learn more about the current and upcoming laws so that you can remain in compliance.

Get licensed

Learn about the requirements and fees for your individual or business-entity producer or adjuster license.