LICENSING REQUIREMENTS FOR GENERAL INSURANCE AGENTS
General Insurance Council
1. Applicants for General insurance licenses should complete the application Form #1 or Form #2 if applying as an
employee of a business and is being recommended by the licensed Designated Representative.
2. New applicants for a general insurance agent are required to pass an examination before a license can be issued.
Please see examination procedures. All new applicants must provide an original security clearance document
which is not more than three months old.
3. Examinations are not required for persons who held, in Alberta, the class of license being applied for within the
previous 2 years, nor are examinations required for Hail or Livestock classes.
4. Non-residents and persons who were licensed in another jurisdiction within the last year must submit an original,
personal non-resident endorsement or other certificate of status, not more than 3 months old, from the appropriate
licensing authority in their home jurisdiction, if they wish to be exempted from the examination. Non-residents will
be licensed at a level equivalent to the one held in their home jurisdiction.
5. If a license is to be issued in the name of a business and you are to be the "Designated Representative" to act for that business you must also submit an application for a corporate certificate of authority (Form #6). If the business is a non-resident, it must provide evidence that it is licensed as an insurance agent from the appropriate licensing
authority in its home jurisdiction.
6. A license cannot be issued in the name of the corporation unless the corporation is registered in Alberta. Please
check with any private registry office for further information.
7. It is a requirement of the Alberta Insurance Act that you carry on business in Alberta in the name in which you are
licensed. Please be certain that you comply with that requirement.
8. New applicants for certificates of authority for General insurance will receive a Level 1 General Insurance Agent
certificate.
9. The applicant must qualify for a Level 2 - General Insurance Agent certificate by succeeding the Level 2
examination within 36 months of the first date of issue of the Level 1 certificate. Failure to advance to Level 2
within 36 months will result in the cancellation of the Level 1 certificate and the inability to reapply until the
General level 2 examination has been succeeded.
10. A person who applies for the General Insurance Designated Representative ("D/R") certificate must have:
a) responsibility for the management and supervision of the business,
b) established eligibility for the Level 2 general insurance certificate within the previous 12 months, and
c) had at least 24 months experience in general insurance within the previous 36 months.
There is only one Designated Representative for each business.
11. The fees for Certificates of Authority are:
General - new or renewal - $95.00 - Level 1, Level 2, Level 2 D/R, Corporate
Any Other Single Class - new or renewal - $95.00 - Agent, Corporate
If you have paid a full fee in the current licensing year any change to that class of license prior to September 1st
in that year will only require a $25.00 fee.
12. If you apply for a license on or after September 1st or apply for amendment or reinstatement on or after that date but
before October 31st the full year fee is payable but the expiry date will be the second following October 31st.
13. Your application must be recommended by a person who has specifically been authorized to recommend agents for that insurer or by the licensed Designated Representative of the business.