Oregon Department of Consumer and Business Services, Insurance Regulation

Rule Rule 836-071-0370
List of Employees and Designated Agents Selling Coverage; Continuing Education


A limited licensee shall maintain at all times a current list of all employees and designated agents who are authorized by the limited licensee to offer and sell the insurance coverage for the limited licensee. The limited licensee must provide the list to the Director upon request and the list must otherwise be available and accessible to the Director at all reasonable hours at the principal place of business of the licensee in this state.


For the purpose of complying with the education filing and certification requirements of ORS 744.856 (Conditions for offer or sale of insurance), not later than March 1 of each year, a limited licensee shall:


File the syllabus for the training program with the Director; and


Certify to the Director that all employees and designated agents involved in the sale or offer of coverage to members of the public have completed or will complete the training program prior to conducting such sales or offers and will receive continuing education on a regular basis concerning the topics covered in the training program.


For the purpose of the requirement in ORS 744.856 (Conditions for offer or sale of insurance) that employees and designated agents of a limited licensee shall receive continuing education on a regular basis, a “regular basis” is at least once every 12 months.

Last accessed
Jun. 8, 2021