OAR 836-071-0101
Adjuster and Insurance Consultant License Application; Required Information

(1) An applicant for an adjuster or insurance consultant license, or for a temporary adjuster permit under ORS 744.555 (Temporary adjuster permit), shall submit an application in the form and manner set forth on the department’s Division of Financial Regulation website at dfr.oregon.gov. In addition to information required under Oregon Laws 2019, chapter 151, sections 5 and 12, an applicant for an adjuster or insurance consultant license shall provide the following information relating to the applicant, as applicable on the application form:
(a) Date and place of birth;
(b) Duration of employment in insurance. Include the beginning and ending dates and the names and addresses of each employer and prior places of business in the insurance industry;
(c) All states and provinces of Canada in which the applicant currently holds a license to engage in the transaction of insurance, or has held such a license within ten years prior to the date of the application;
(d) Any assumed business name or alias ever used;
(e) Whether any firm or corporation of which the applicant is or has been a member, officer or director has ever filed for bankruptcy or been adjudged a bankrupt;
(f) The Social Security or other federally-issued identification number of the applicant; and
(g) If the applicant is a firm or corporation, the name of all current officers, directors and stockholders who own more than ten percent of any class of equity security of the applicant.
(2) An applicant for a resident adjuster or insurance consultant license who is or has been licensed as a resident producer, adjuster or insurance consultant in another state or a province of Canada within five years prior to the date of application shall include with the application a statement that the resident license is inactive or no longer valid from the insurance department of the state or province in which the applicant is or was last authorized to transact insurance.
(3) An applicant for a non-resident adjuster or insurance consultant license who is licensed as a resident producer, adjuster or insurance consultant in another state or province of Canada shall include with the application a statement of current licensure from the insurance department of the state or province in which the applicant was authorized to transact insurance as a resident licensee. The statement must indicate that the applicant has a current license for the class or classes of insurance that are being applied for in Oregon. The statement must be dated not earlier than the 90th day prior to the date of application.
(4) The director may collect Social Security numbers submitted in applications under this rule and may use a Social Security number of an individual when authorized to do so for the purposes specified in this section. In addition to the governmental uses for which a Social Security number is required in an application under federal and state law, when authorized by the holder of a Social Security number, the director may use a Social Security number for any of the following purposes:
(a) As an identification number in maintaining records and reporting grades or examination scores;
(b) For licensing purposes; and
(c) For use by other government agencies to carry out their statutory duties.
(5) An applicant may voluntarily allow the director to use the Social Security number of the applicant, as the director may request in the application form, for the purposes specified in section (4) of this rule. Refusal to voluntarily allow such use of the Social Security number will not result in the denial of any individual right, benefit or privilege provided by law. The use authorized by an applicant is in addition to uses authorized by state and federal law for which collection of Social Security numbers is mandatory.

Source: Rule 836-071-0101 — Adjuster and Insurance Consultant License Application; Required Information, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=836-071-0101.

836‑071‑0101
Adjuster and Insurance Consultant License Application 836‑071‑0105
Additional Application Information 836‑071‑0108
Limited Class Insurance Licenses 836‑071‑0110
Fingerprints 836‑071‑0112
Social Security Numbers 836‑071‑0113
Crop Insurance 836‑071‑0115
Satisfaction of Qualifications for Classes of Insurance 836‑071‑0117
Managing General Agents 836‑071‑0118
Requirements That Must Be Completed Prior to Submitting Licensing Application 836‑071‑0120
Examination Procedure 836‑071‑0125
Period for Completion of License Application 836‑071‑0127
Examination Scores 836‑071‑0130
Adjuster or Insurance Consultant License Renewal 836‑071‑0135
Renewal of Expired Adjuster or Insurance Consultant License 836‑071‑0140
License Amendment 836‑071‑0145
Amended License Issuance 836‑071‑0146
Individual Insurance Producer License Expiration Date 836‑071‑0148
Extended License Expiration Date, Active Military Duty and Other Extenuating Circumstances 836‑071‑0150
Errors and Omissions Insurance 836‑071‑0160
Errors and Omissions Insurance 836‑071‑0180
Insurance Producer Pre-Examination Requirements 836‑071‑0185
Qualification of Agents Selling Variable Life Insurance, Including Variable Annuities 836‑071‑0190
Registration of a School 836‑071‑0195
Revocation of Registration of a School 836‑071‑0210
Statutory Authority 836‑071‑0215
Continuing Education Requirements for Insurance Producers 836‑071‑0220
Continuing Education 836‑071‑0225
Continuing Education 836‑071‑0230
Continuing Education 836‑071‑0235
Provider Registration 836‑071‑0240
Course Registration 836‑071‑0242
Provider Trade Practices 836‑071‑0245
Revocation of Provider Registration 836‑071‑0247
Requirements for Granting Credit 836‑071‑0250
Credit for Unregistered Courses 836‑071‑0260
Fees Charged by Insurance Producers 836‑071‑0263
Fees Charged by Insurance Consultants or Insurance Producers 836‑071‑0267
Incidental Charges for Customer Services 836‑071‑0269
Purpose and Authority 836‑071‑0272
Scope of OAR 836-071-0269 to 836-071-0277 836‑071‑0274
Service Fees Prohibited on Personal Lines 836‑071‑0277
Service Fees Allowed on Commercial Lines 836‑071‑0280
Permitted and Prohibited Activities of Insurance Personnel Exempt from Insurance Producer License Requirement 836‑071‑0285
Insurance Producer Review of Applications 836‑071‑0287
Transaction of Group Life, Health Insurance by Insurance Producer without Appointment 836‑071‑0291
Certificate of Deposit in Lieu of Trust Account 836‑071‑0295
Transaction of Insurance by Individual Insurance Producer for Appointed Firm or CorporateInsurance Producer 836‑071‑0297
Permitted Transaction of Insurance by Unappointed Insurance Producer 836‑071‑0300
Requirement of Contract with or Employment of Licensee 836‑071‑0310
Referral Fee from Oregon Medical Insurance Pool 836‑071‑0315
Managing General Agents 836‑071‑0320
Managing General Agents 836‑071‑0321
Terms for OAR 836-071-0323 to 836-071-0346 836‑071‑0323
License Applicants and Licensees with Prior Convictions 836‑071‑0326
Application by Person under OAR 836-071-0323 836‑071‑0328
Unlicensed Individuals with Prior Convictions Who are Engaged or Participate in Business of Insurance 836‑071‑0331
Director’s Procedures, Application for Consent 836‑071‑0336
Factors to be Considered by the Director 836‑071‑0341
Issuance of Written Consent 836‑071‑0346
Denial of Consent 836‑071‑0351
Subsequent Conviction of Person Previously Granted Written Consent 836‑071‑0354
Designated Agent 836‑071‑0355
Limited License Application, Rental Companies 836‑071‑0360
License Renewal 836‑071‑0370
List of Employees and Designated Agents Selling Coverage 836‑071‑0380
Course of Training for Training Program and for Continuing Education 836‑071‑0390
Statewide Filing Officer 836‑071‑0400
Applicable Insurance Code Statutes 836‑071‑0405
Statutory Purpose and Authority 836‑071‑0410
Limited License Application, Self-Service Storage Facility 836‑071‑0415
Materials and Requirements of Application 836‑071‑0420
Requirements for Limited Licensee, List of Employees Selling Coverage 836‑071‑0425
Limited License Renewal 836‑071‑0430
Remission to Insurer 836‑071‑0450
Requirements for Limited Travel Insurance Producer and Travel Retailer 836‑071‑0500
Nonresident Licensing and Placement Requirements 836‑071‑0501
Allocation of Coverage Totals on Multi-state Policies 836‑071‑0550
Statutory Purpose and Authority 836‑071‑0560
Limited License Application, Portable Electronics Insurance Coverage 836‑071‑0565
Limited License Renewal 836‑071‑0570
List of Employees Selling Coverage
Last Updated

Jun. 8, 2021

Rule 836-071-0101’s source at or​.us