Agency Affiliations Information

Affiliations

Act 315 of the 2016 Regular Legislative Session made changes to agency affiliation requirements. Resident producer agencies, in addition to requiring the affiliation of every individual personally engaged in the soliciting or negotiating of insurance, every member, partner, officer, director and person who controls directly or indirectly ten percent or more of the applicant is required to be affiliated under the entity license, regardless if that person holds a producer license in Louisiana pursuant to La. R.S. 22:1546 B. "Control” has the same meaning as provided for in R.S. 22:691.2. Nonresident business entities are required to file an affiliation only for licensed personnel personally engaged in the soliciting or negotiating of insurance. Changes to unlicensed officers and owners of a nonresident producer agencies must be provided upon request.  Changes in an agency’s affiliations must be reported by the entity within 30 days of the change.

How to File an Affiliation

Affiliations for both licensed and unlicensed agency personnel should be filed electronically through Industry Access. Industry Access is the LDI’s web-based portal interface used to facilitate a variety of electronic filings from industry. Licensed producers are affiliated using the Affiliations module. Unlicensed officers and owners are filed using the Agency Affiliation Unlicensed Officers/Owners module. These modules provide agencies the ability to make a real-time direct update to our database. No paper form filing is required.

When you open the Affiliations module, you will see a listing of the affiliations currently on record with the LDI. You can add new individuals to the affiliation list or inactivate those who have left your organization.

Hint – an agency must have at least one licensed designated responsible producer at all times. The module will not allow you to inactivate an affiliation if the inactivation will leave the entity without an active designated responsible producer. You will need to add the individual’s replacement first.

If you have trouble using Industry Access to submit your affiliations you may contact Producer Licensing at (225) 342-0860 for an alternate way of providing the submission.

For step-by-step instructions on how to use Industry Access to file an affiliation, please click here.