To access the IVR, call (804) 371-9631.

The IVR system is an advanced telephone system which combines the best attributes of technology and human resources to provide complete customer service. Our IVR System allows you to obtain information at your convenience, 24 hours a day, seven days a week. However, there are certain times when the licensing and appointment information will not be available due to system maintenance.

The schedule for the system to be down is as follows:

• Monday - Friday from 7 p.m. - 7:30 p.m.
• Thursday - 3 a.m. - 5 a.m.
• Sunday - 4 a.m. - 8 a.m.

Some of the specific features you may find useful are:

• Audiotext which, with the use of a touch-tone phone, directs your call to the area of interest to you
• Ability to obtain license and appointment information
• Explanation of licensing procedures
• Ability to have forms and procedures faxed to you

Navigating through the IVR System

Upon accessing the IVR system, you will be able to direct your questions to one of five areas:

• OPTION 1. Licensing Information on a particular agent or agency
• OPTION 2. Appointment Information on an agent or agency with a particular Insurance Carrier
• OPTION 3. Procedures
• OPTION 4. Fax Back System - select documents to be faxed to you
• OPTION 5. Mailing and Overnight Address

Press * at any time to return to the Main Menu.
Press 0 to reach a Representative (Monday through Friday 8:15 - 5:00) at any time throughout the system and your call will be answered in the order received.

Quick Reference for IVR Inquiries

Agent Licensing Information

• Press 1 from Main Menu
• Press 1 for Agent Licensing Information
• Enter 9-digit Social Security Number
• Press 1 if number entered is correct
• Press 2 if number entered is incorrect
• Select License Type by following instructions OR
• Press 9 for All License Types

Agency Licensing Information

• Press 1 from Main Menu
• Press 2 for Agency Licensing Information
• Enter 9-digit Tax Id Number
• Press 1 if number entered is correct
• Press 2 if number entered is incorrect
• Select License Type by following instructions OR
• Press 9 for All License Types

Appointment Information for Agent

• Press 2 from Main Menu
• Enter NAIC Number
• Press 1 if NAIC Number entered is correct
• Press 2 if NAIC Number entered is incorrect
• Press 1 to check appointment status for agent
• Enter 9-digit Social Security Number
• Press 1 if number entered is correct
• Press 2 if number entered is incorrect

Appointment Information for Agency

• Press 2 from Main Menu
• Enter NAIC Number
• Press 1 if NAIC Number entered is correct
• Press 2 if NAIC Number entered is incorrect
• Press 2 to check appointment status for agency
• Enter 9-digit Tax Id Number
• Press 1 if number entered is correct
• Press 2 if number entered is incorrect

Licensing Procedures

• Press 3 from Main Menu
• Press 1 if you know the procedure number
• Enter two- digit procedure number
• Press 1 to listen to procedure

To have procedure faxed:

• Press 3 from Main Menu
• Press 1 if you know the procedure number
• Enter two- digit procedure number
• Press 2 to have procedure faxed

To listen to the list of available procedures:

• Press 3 from Main Menu
• Press 2 for the list of procedures available
• Enter two-digit procedure number at any time
• Press 1 to listen to procedure
• Press 2 to have procedure faxed

To have Forms and Procedures Faxed to You

• Press 4 from Main Menu
• Press 1 if you know document number
• Enter 4 -digit Document Number and press the # key
• Press # key if you have finished selecting document numbers
• Enter 10-digit fax number
• Press 1 if fax number entered is correct
• Press 2 if fax number entered is incorrect

Mailing Address

• Press 5 from Main Menu

LICENSING INFORMATION - Press 1

• Licensing Information for an Agent
  Press 1 and enter the 9-digit identification number (Social Security Number). The system will repeat the number for verification purposes and the first five letters of the agent's last name and ask you to press 1 if the number entered is correct or press 2 if the number entered is incorrect.
  
  The system will access all license types and will give you a list of all licenses that an agent currently holds or has held. You may access a certain license type by following the instructions or you may press 9 and be given information about all license types. You will be provided information indicating whether the agent has met the continuing education requirement (if applicable) for the current biennium.
  
  
• Licensing Information for an Agency
  Press 2 and enter the 9-digit identification number (Tax Id Number). The system will repeat the number for verification purposes and the first five letters of the agency's name and ask you to press 1 if the number is entered is correct or press 2 if the number entered is incorrect.
  
  The system will provide you with a list of all license types applicable to that agency. You may access a certain license type and the current status of that license by following the instructions or you may press 9 and be given information about all license types.

APPOINTMENT INFORMATION - Press 2

You will need the NAIC number and the Identification number (Social Security Number or Tax Id Number).

Enter the 5 digit NAIC number. The system will repeat the number for verification purposes and ask you to press 1 if the number entered is correct and press 2 if the number entered is incorrect. The system will then ask if you want to check an agent or agency. Press 1 to check the appointment status for an agent and enter the 9-digit identification number (Social Security Number). The system will repeat the number for verification purposes and the first five letters of the agent's last name and ask you to press 1 if the number entered is correct or press 2 if the number entered is incorrect. Press 2 if you want to check the appointment status for an agency and enter the 9-digit identification number (Tax Id Number). The system will repeat the number for verification purposes and the first five letters of the agency's name and ask you to press 1 if the number is entered is correct or press 2 if the number entered is incorrect. You may check more than one appointment for a particular company or change your selection to inquire about a different company number.

The system will give you the current status of that appointment and the date associated with the status.

LICENSING PROCEDURES - Press 3

If you know the procedure number you wish to hear, press 1 and enter the two digit number (See the procedure numbers listed below). To listen to the procedure press 1. To have the procedure faxed to you press 2.

To listen to the list of available procedures press 2.

11 Examination Information
12 Continuing Education Requirements
13 Licensing Requirements For Individuals
14 Licensing Requirements For Corporations, Limited Liability Companies and Partnerships
15 How To Obtain A Virginia Insurance Licensing Candidate Handbook
16 Requirements For Becoming Appointed By A Company
17 How To Obtain A Certification Letter or A Clearance Letter, and How to File A Change of Name or Address, or Assumed or Fictitious (Trade) Name
18 Agents Moving into the Commonwealth of Virginia
19 Applicants with Misdemeanor or Felony Convictions
20 Licensing Requirements for Insurance Consultants and Viatical Settlement Brokers
21 Surety Bail Bondsman
22 Licensing Requirements for Surplus Lines Brokers
23 Continuing Education Termination Requirements
24 Requirements for Registration of Title Settlement Agents

TO HAVE DOCUMENTS FAXED - Press 4

If you know the number of the document you wish to receive, press 1.

To receive a faxed list of all available documents, press 2.

Listed below are the forms and procedures available:

Document Number / Description
1000 / License Chart
1041 / Examination Information
1042 / Continuing Education Requirements
1043 / Licensing Requirements for Individuals
1044 / Requirements for Surplus Lines Brokers
1045 / Licensing Requirements for Corporations, LLCs and Partnerships
1046 / How to Obtain a Licensing Information Bulletin
1047 / Requirements for Becoming Appointed
1048 / How to Obtain Certs, Clearance Ltrs/File N/A Changes or Trade Name
1049 / Agents Moving Into Virginia
1050 / Insurance Consultant Application Instructions
1051 / Applicants with Misdemeanor or Felony Convictions
1052 / Lic. Requirements for Ins. Consultants & Viatical Settlement Brokers
1055 / CE Termination Requests
1056 / Requirements for Registration of Title Settlement Agents
1060 / Non-Resident Applicant Instructions
1070 / SLB Resident Procedures
1071 / Form SLB-1 (SLB Application)
1072 / Form SLB-2 (SLB Surety Bond Form)
1073 / SLB 2005 Renewal Memo
1080 / SLB Nonresident Procedures
3001 / PIN3001 - Application for License
3701 / PIN3701 - Ind. Consultant or VSB Application
3702 / PIN3702 - Agency Consultant or VSB Application
4051 / PIN4051 - Application for Limited Lines License
4052 / PIN4052 - Agency Application for License
4151 / PIN4151 - Appointment Form
4921 / PIN4921 - Appointment Cancellation Form
5001 / PIN5001 - Service Request Form
5500 / Title Settlement Agent Financial Responsibility Certification
5501 / Title Settlement Agent Surety Bond Form

ADDRESS INFORMATION - Press 5

License Bureau Mailing Addresses

Correspondence pertaining to insurance producer licensing may be mailed to:

Bureau of Insurance
Agents Licensing Section
P.O. Box 1157
Richmond, VA 23218

Correspondence pertaining to insurance producer licensing may be expressed by a courier of your choice to:

Bureau of Insurance
Agents Licensing Section
1300 East Main Street
Richmond, VA 23219