Consultant

UCA 31A-1-301(90): “Insurance consultant” or “consultant” means a person who:

  • advises another person about insurance needs and coverages;
  • is compensated by the person advised on a basis not directly related to the insurance placed; and
  • except as provided in 31A-23a-501, is not compensated directly or indirectly by an insurer or producer for advice given.

Licensing: To qualify for a consultant license, you must have been acting in a capacity that would provide you with the preparation to act as an insurance consultant for an aggregate period of not less than three years during the four years immediately preceding the date of the application. Your qualifications must relate to the line of insurance for which you plan to consult.

It is your responsibility to make sure you meet the minimum experience requirements prior to taking the exam.