
FREE COURSE
Insurance Licensing & Compliance Overview
WHO NEEDS THIS COURSE?
- Licensing Coordinators
- CSRs
- Paralegals
- Chief Compliance Officers
- Agency Principals
- Insurance Producers
- Insurtech Founders
What I’ll Learn
This FREE course is an overview – your introduction to all the courses in our program. Invest in yourself by becoming a Licensing & Compliance expert.
Learn how to:
- License producers and agencies for all major lines of authority
- Verify license information nationwide
- Contact state regulators beyond the DOI that also have a role in your agency’s compliance

Curriculum
In this course you will get the following impactful lessons from our entire program of compliance courses:
Lesson 1: Who Needs an Insurance License? | Lesson 6: Licensing for Your Changing Agency |
Lesson 2: License Classes and Lines of Authority | Lesson 7: Address Changes |
Lesson 3: Answering the NAIC Background Questions | Lesson 8: Secretary of State Withdrawals |
Lesson 4: Affiliations | Lesson 9: Staying Informed About Regulatory Changes |
Lesson 5: DAT TIME |
Licensing & Compliance
Accelerator Bundle
All these courses are designed to work together to provide you with an understanding of the licensing and compliance process from start to finish.
LEARN FROM THE EXPERTS
These courses reflect the hands-on experience of hundreds of compliance experts who continue to deal with evolving regulatory requirements and procedures day in and day out. They are sharing their tips and tools to help you leap ahead in your insurance and compliance career.
For even more insights from industry leaders, start listening to these Spot On Insurance podcasts.
