Frequently Asked Questions
Company Appointment Annual Billing and Renewal

These frequently asked questions are presented for information purposes only. The intent is to help companies with frequently asked questions regarding the annual appointment billing and/or renewal statement(s).

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What insurance law covers the appointment of insurance agents by insurers?

Section Ins 6.57 (3), Wis. Adm. Code, requires each insurer to pay once each year, in accordance with an assigned billing schedule and in a payment prescribed by the Commissioner, the annual appointment fee within 30 days after the mailing of a payment notice to such insurer showing the amount due for all individuals serving as an agent for such insurer according to the Commissioner's records as of the notice date.

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What fees are applicable for listing of insurance agents?

The annual fee for appointing or renewing an appointment of an agent to be paid before July 1, 2014, is $16 for resident agents or $50 for nonresident agents regardless of the number of lines of authority. The fee for appointing or renewing an appointment of an agent to be paid on or after July 1, 2014, is $16 for resident agents or $40 for nonresident agents.

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How are the appointment fees established?

The appointment fees are established under s. 601.31 (1) (n), Wis. Stat., and s. Ins 6.57 (4), Wis. Adm. Code.

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Is an insurance company required to appoint an agent?

The application for an intermediary-agent appointment must be submitted to the Office of the Commissioner of Insurance (OCI) electronically within 15 days after the earlier of the date the agent contract is executed or the first application is submitted and must show the lines of authority being requested for the agent. If the agent sells annuity or long-term care insurance, he or she must be licensed, appointed, and have completed the required training before selling, soliciting, or negotiating insurance.

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What is the termination of appointment fee?

Wisconsin does not charge a fee for a termination of appointment. Notice of termination of appointment of an agent must be filed electronically prior to, or within, 30 calendar days of the termination date with OCI.

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What is the initial appointment billing (Invoice #1)?

The initial appointment billing list identifies agents who were appointed from January 1, 2013, through December 31, 2013. All agents appearing on the initial list also will appear on the renewal list, unless the appointment was terminated prior to the billing.

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What is the appointment renewal billing (Invoice #2)?

The appointment renewal billing list identifies the names of the individual agents to be renewed for another year. If an agent's name does not appear on the list, it may be because of one of the following reasons: (a) the appointment was terminated before December 31, 2013; (b) the appointment was never received by OCI or entered into the system; (c) the agent voluntarily surrendered the license without notice to the company; or (d) the appointment was not submitted in time to be included in the billing.

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What is the deadline to submit an appointment termination before the appointment renewal invoices are generated for 2014?

The deadline to submit an appointment termination is December 31, 2013.

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How can the insurer obtain a list of its active agents prior to January 1, 2014?

The insurer can obtain a list of its agents online at oci.wi.gov/agentlic/agntlist.shtml.

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What address are the invoices mailed to?

All invoices will be mailed to the address on record. If you want to change the contact name and/or address, please send your request to ociagentlicensing@wisconsin.gov.

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My company merged; do I need to pay for the appointments?

Agent's appointments must be terminated by December 31, 2013. No reconciliation will be allowed on or after January 1, 2014. Companies may not take credit after terminating an agent at this time.

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Our company received two invoices. Why?

Invoice #1 is for the initial (new) appointment billing and Invoice #2 is for the appointment renewal.

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How can I submit my company payment?

To complete the company payment, log on to our Web site at oci.wi.gov, click on "Online Payments," select "Company Appointment Billing," and click "Make a Payment." Enter the company NAIC ID and the billing and/or renewal invoice. Click "Add Invoice." If there are multiple invoices and you do not want to pay all of them, you can uncheck the box marked "Include Payment." Click "Continue," you are directed to a page that will give you a payment summary for the transaction which you are about to process. Please write down the transaction ID number on this page as you will need to use it later in the process. Click "Make a Payment." You will be directed to the bank Web site. Click "Pay Without Registering." You will be directed to a payment confirmation screen. If everything looks correct, click "Continue." Enter the company's bank account information and click "Continue." Enter the contact information and click "Continue." Enter the transaction ID number, check the box to accept the Terms and Conditions, click "Confirm."

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Where can I find OCI's bank account number to submit the payment?

The company does not need OCI's bank account number for the payment system on our Web site. The instructions on the Web site provide directions on how to make the payment.

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How can I download a list of agents associated with the invoice?

You can obtain a list of agents on our Web site at oci.wi.gov. Click "Online Payment," select "Company Appointment Billing," and click "Make a Payment." Enter your company NAIC ID and "Appointment Billing Invoice Number" and/or the "Appointment Renewal Invoice Number," and click "Add Invoice." Click on the company name to review or print a complete list of agents associated with an invoice. You can create a printable appointment billing detail report or save the results to a text file.

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Can the company pay by check, credit card, or direct deposit?

All payments must be completed by Electronic Funds Transfer (EFT). No other form of payment is acceptable and will be returned unprocessed.

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When is the payment due?

All payments are due no later than the date listed on the invoices.

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Why did we receive a final notice statement?

If you receive a final notice statement, it may be because of one of the following reasons: (1) the company has not submitted its payment or (2) the company submitted its payment but the transaction was rejected by your bank. If the transaction was rejected, please contact the Agent Licensing Section at ociagentlicensing@wisconsin.gov to reset your account.

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If you still have questions regarding the annual appointment billing or invoices, please contact the Agent Licensing Section at (608) 266-8699 or by e-mail at ociagentlicensing@wisconsin.gov.