Pre-Exam Courses and Education
Insurance Producers and Title Agents: Please access the following website for information regarding Pre-Licensing and Continuing Education Requirements: www.psiexams.com. For individual continuing education transcripts, access www.sircon.com/pensylvanina.
Providers: Please access the following website for information regarding Continuing Education and Pre-Licensing Education for the Pennsylvania Insurance Department: www.psiexams.com
The following guidelines apply to applicants for an Insurance Producer license under Act 147 of 2002.
The Insurance Department approves and administers the pre-examination education program. A pre-examination education program approved by the Department shall include no less than three (3) credit hours on ethics.
The primary purpose of pre-examination education is to provide an overview of the insurance marketplace. It is not intended to help you pass the exam.
Before you apply to take the Insurance Producer licensing examination, you must complete a minimum of 24 credit hours of approved pre-examination courses. When you complete your pre-examination courses and receive proof of completion, you are eligible to take the Insurance Producer exam.
Some candidates may be exempt from the pre-examination education and examination requirement, depending on the type of professional designation held and/or the line of authority desired. The following classes of applicants are generally EXEMPT:
- A Business Entity;
- A candidate who possesses the Professional Designation CLU-Chartered Life Underwriter applying for Life or Accident and Health Line;
- A candidate who has the Professional Designation CPCU- Chartered Property and Casualty Underwriter applying for Property, Casualty or Accident and Health Line of Authority;
- A candidate who has the Professional Designation CIC- Certified Insurance Counselor applying for Life, Accident and Health or Property and Casualty Line of Authority;
- A person who is licensed in another state as an Insurance Producer for the lines of authority for which the person desires to be licensed;
- A person who has a line of authority limited to Limited Line Credit Insurance;
- A person who has a line of authority limited to a Limited Line;
- An individual whose line of authority will be restricted to domestic mutual fire insurance and will be with a company writing only coverage other than insurance upon automobiles as authorized by Section 202(B)(1) through (3) of the Act of May 17, 1921, known as the Insurance Company Law of 1921;
- An individual whose line of authority as an Insurance Producer will be restricted Fraternal pursuant to Section 609 of the Act of December 14, 1992, known as the Fraternal Benefit Societies Code
Continuing Education Information
As an additional protection to Pennsylvania’s Insurance consumers, Continuing education (CE) is one tool the Department uses to ensure ongoing technical competency of its licensed insurance professionals. Act 147 of 2002 gives the Department limited authority to waive CE requirements on an individual basis. Typically these waivers are a result of military service or other well-documented extenuating circumstances.
Act 147 of 2002, effective June 4, 2003, requires licensed Insurance Producers to complete continuing education credits to maintain their license. Failure to complete the minimum 24-hour requirement during your two-year licensing cycle will result in the termination of your license.
Effective June 4, 2003, Act 147 of 2002 (Act 147) will amend the prior continuing education requirements for insurance producers. All insurance producers that will renew their existing license on or after June 4, 2003 will be required to complete 24 hours of continuing education. For any insurance producer that is in their initial or second biennial license cycle and was required to complete 48 hours, Act 147 reduces this requirement as of June 4, 2003 to a 24 hour requirement per biennial license cycle. Act 147 also provides for a maximum carry over of 24 continuing education hours to the next immediate license period.
The Insurance Department has developed partnerships with professional firms to monitor and approve courses and instructors to maintain your education credit history.
The following continuing education requirements exist for insurance producers:
Minimum of 24 credits, per renewal cycle.
For individual licensee information regarding continuing education transcripts or to obtain a listing of approved continuing education or pre-licensing education courses contact:
For continuing education provider and course applications, and instructor verifications contact:
PSI Regional Processing Center
Attn: PA INS
309 West Washington Street, Suite 200
Chicago, IL 60606
Toll Free: 844-889-8970