1. Nondomestic mergers should mail the following documents to OCI:

  • Copy of Articles of Merger that were filed and approved by home state
  • Effective date of merger
  • Statement of name change or acquisition (if applicable)

Payment/check for statutory/retaliatory fee made payable to the Office of the Commissioner of Insurance should be sent to:

Office of the Commissioner of Insurance
Attn: Jackie Karls
PO Box 7873
Madison, WI 53707-7873

Questions regarding the above documentation should be directed to Jackie Karls at jackie.karls@wisconsin.gov.

2. Merging company appointments:

In order for the insurance agents appointed with a merged company to be appointed with the surviving company on the date of merger, insurers should follow the steps below:

  1. Determine which agents will be appointed/terminated in the merger.
  2. Appoint new agents or terminate existing agents via nipr.com or an NIPR-authorized business partner.
  3. E-mail jackie.karls@wisconsin.gov to transfer active agents. OCI is able to transfer active agents to the surviving company. We are unable to terminate or appoint new agents.
  4. Send written notice to terminated agents that they are no longer appointed as a representative of the company. Include in the notice the termination date.

The company cannot accept business directly from any agent or enter into an agency contract with an agent unless the agent is a licensed agent appointed with the company.

Any questions regarding appointment requirements should be directed to the Agent Licensing Section at (608) 266-8699 or by e-mail at ociagentlicensing@wisconsin.gov.