California Casualty Insurance — License Examination Requirements
US-CA · License preparation
This page provides licensing requirements, not a question bank. Review the applicable pathway and official sources below.
Licenses, application pathways and examination requirements
Each license and applicant pathway has its own requirements and exemptions. Choosing practice questions does not determine your eligibility.
Estate Certificate of Convenience
Temporary casualty authority to administer the existing business of a deceased or judicially declared incompetent casualty licensee.
Licensing authority: California Department of Insurance · Application information
Estate certificate: conservator
- Applicant Capacity
- Conservator of a casualty licensee declared incompetent by a competent court.
- Application
- Submit the individual certificate application, supplemental convenience application, supporting estate or conservatorship documents and fee. The death-certificate checklist applies to a deceased licensee.
- Duration
- Subject to the first applicable termination under section 1693; the deceased-licensee certificate ordinarily expires one year after death. The current statute additionally permits an applicant for a permanent license to continue until an opportunity to take the qualifying examination, a separate conversion route.
- Scope
- Administer the existing book of business under the certificate; it is temporary authority rather than a permanent license.
Official no-examination sources
Effective from 2026-09-22.
- Convenience
Estate Certificate of Convenience: authority and eligible applicants
- Convenience
Estate Certificate of Convenience: exhaustive required application items
Estate certificate: executor administrator
- Applicant Capacity
- Executor or administrator of the deceased casualty licensee’s estate.
- Application
- Submit the individual certificate application, supplemental convenience application, supporting estate or conservatorship documents and fee. The death-certificate checklist applies to a deceased licensee.
- Duration
- Subject to the first applicable termination under section 1693; the deceased-licensee certificate ordinarily expires one year after death. The current statute additionally permits an applicant for a permanent license to continue until an opportunity to take the qualifying examination, a separate conversion route.
- Scope
- Administer the existing book of business under the certificate; it is temporary authority rather than a permanent license.
Official no-examination sources
Effective from 2026-09-22.
- Convenience
Estate Certificate of Convenience: authority and eligible applicants
- Convenience
Estate Certificate of Convenience: exhaustive required application items
Estate certificate: surviving spouse heir
- Applicant Capacity
- Surviving spouse or heir entitled to conduct the deceased licensee’s business when no executor or administrator is appointed.
- Application
- Submit the individual certificate application, supplemental convenience application, supporting estate or conservatorship documents and fee. The death-certificate checklist applies to a deceased licensee.
- Duration
- Subject to the first applicable termination under section 1693; the deceased-licensee certificate ordinarily expires one year after death. The current statute additionally permits an applicant for a permanent license to continue until an opportunity to take the qualifying examination, a separate conversion route.
- Scope
- Administer the existing book of business under the certificate; it is temporary authority rather than a permanent license.
Official no-examination sources
Effective from 2026-09-22.
- Convenience
Estate Certificate of Convenience: authority and eligible applicants
- Convenience
Estate Certificate of Convenience: exhaustive required application items
Military Service Certificate of Convenience
Temporary casualty authority to conserve the business of a casualty licensee entering United States military service.
Licensing authority: California Department of Insurance · Application information
Military service certificate: individual
- Applicant Type
- individual
- Documents
- Submit the signed nomination, enlistment document with service dates, the applicable certificate application, and fee.
- Duration
- An individual certificate ends upon relicensing of the nominating licensee and no later than the statutory post-release period; an organization certificate ends when a qualified person is named or six months after issuance, whichever comes first.
- Existing Organization
- For an organization, it already holds a permanent license and the entering service member is its only named natural person.
- Nomination
- Nominated by a permanent license holder who enters United States military service.
Official no-examination sources
Effective from 2026-09-22.
- Convenience
Military Service Certificate of Convenience: authority and eligibility
- Convenience
Military Service Certificate of Convenience: exhaustive application items
Military service certificate: organization
- Applicant Type
- organization
- Documents
- Submit the signed nomination, enlistment document with service dates, the applicable certificate application, and fee.
- Duration
- An individual certificate ends upon relicensing of the nominating licensee and no later than the statutory post-release period; an organization certificate ends when a qualified person is named or six months after issuance, whichever comes first.
- Existing Organization
- For an organization, it already holds a permanent license and the entering service member is its only named natural person.
- Nomination
- Nominated by a permanent license holder who enters United States military service.
Official no-examination sources
Effective from 2026-09-22.
- Convenience
Military Service Certificate of Convenience: authority and eligibility
- Convenience
Military Service Certificate of Convenience: exhaustive application items
Limited Lines License
Nonresident limited casualty authority under Insurance Code section 1639(i), restricted to the applicant’s home-state line or lines of authority.
Licensing authority: California Department of Insurance · Application information
Nonresident limited casualty authority: business entity
- Applicant Type
- business-entity
- Documents
- Submit fees, required background and fingerprint materials, and the authority-to-transact documents.
- Endorsee
- A business entity must endorse a qualified California nonresident casualty licensee; an individual files the individual application.
- Home Authority
- Hold a good-standing resident license authorizing the requested limited casualty lines; California grants no broader authority.
- Reciprocity
- Meet section 1638.5 reciprocity and the corresponding nonresident application requirements.
Official no-examination sources
Effective from 2026-09-22.
- Casualty Entity Nonresident
Nonresident entity: home authority limits
Nonresident limited casualty authority: individual
- Applicant Type
- individual
- Documents
- Submit fees, required background and fingerprint materials, and the authority-to-transact documents.
- Endorsee
- A business entity must endorse a qualified California nonresident casualty licensee; an individual files the individual application.
- Home Authority
- Hold a good-standing resident license authorizing the requested limited casualty lines; California grants no broader authority.
- Reciprocity
- Meet section 1638.5 reciprocity and the corresponding nonresident application requirements.
Official no-examination sources
Effective from 2026-09-22.
- Casualty Nonresident
Limited Lines: home-state authority controls license scope
- Casualty Nonresident
Complete application procedure: all application steps
Renewal or timely late renewal of nonresident limited casualty authority
- Existing License
- Hold the nonresident limited-lines casualty authority and maintain the matching home resident authority.
- Renewal
- Submit the renewal fee and application and satisfy applicable home continuing education; late renewal is limited to one year and requires the 50 percent penalty and renewed authority documents.
Official no-examination sources
Effective from 2026-09-22.
- Casualty Nonresident
Limited Lines: home-state authority controls license scope
- Casualty Renewal
Renewal of License: ordinary and late renewal procedures
- Renewal Faq
What if my renewal is late: penalty, deadline and later reapplication