Company Admissions

Overview

OIR's Company Admissions sections are responsible for the receipt of all company applications and the coordination of OIR's review of such applications prior to granting approval to a company to sell insurance in the state of Florida.
This page provides information on the various application packages and how to submit an application package. To handle the receipt of company admissions applications, OIR uses an online system called iApply. iApply allows companies to submit new applications, report acquisitions, or make corporate amendments. iApply can be accessed from OIR's Industry Portal page.

Property & Casualty Company Applications

Type of Application
Application Forms
Acquisition of a Florida Domestic Insurer
  • All Forms: Acquisition of Controlling Stock of a Florida Domestic Insurer Application Package
  • OIR-C1-918: Application for Acquisition of Controlling Stock of a Florida Domestic Insurer
  • OIR-C1-2069: Letter of Notification
  • OIR-C1-922: Waiver of Hearing from Seller
  • OIR-C1-1524: Uniform Consent to Service of Process
  • OIR-D0-516: Insurance Holding Company Annual Registration Statement
  • OIR-D0-896: Proforma Statement – Property and Casualty
  • OIR-D0-2119: Proforma Statement – Title
  • OIR-C1-1416: Lines of Insurance
  • OIR-C1-2221: Management Information Form
  • OIR-C1-938: Fingerprint Payment and Submission Procedure
  • OIR-C1-1423: Biographical Affidavit
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
Adding a New Line of Business
Advisory Organization
  • OIR-B1-PCR3: Application for Approval of Advisory Organization
Captive Insurer
Commercial Self-Insurance Fund
Permit/Certificate of Authority for Florida Domestic Insurers
Domestic Reciprocal
Purchasing Group
  • All Forms: Application for Registration as a Risk Purchasing Group Package
  • OIR-C1-515: Application for Registration as a Risk Purchasing Group
  • OIR-C1-144: Service of Process Consent & Agreement 
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Payment and Submission Procedure
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit  
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Redomestication to Florida
Risk Retention Group

 

Type of Application
Application Forms
Accredited Reinsurer
  • All Forms: Application for Accredited Reinsurer Status Package
  • OIR-C1-923: Application for Accredited Reinsurer Status
  • OIR-C1-905: Instructions for furnishing background investigative reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-1524: Uniform Consent to Service of Process
  • OIR-C1-1464: Certificate of Assuming Insurer
  • OIR-D0-516: Insurance Holding Company System Registration Statement
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Statement and Affidavit
  • OIR-A1-2116: Summary of Changes to Registration Statement
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Adding a New Line of Business
Advisory Organization
  • OIR-B1-PCR3: Application for Approval of Advisory Organization
Certificate of Authority for Alien Insurers
Certificate of Authority for Foreign Insurers
Certified Reinsurer Status
Offshore Insurer
  • OIR-C1-2176: Letter of Notification/Registration to Operate as a Non-U.S. Based (Alien or Offshore) Insurer in Florida pursuant to s. 624.402(8), F.S. 
  • OIR-C1-1416: Lines of Insurance
  • OIR-C1-2221: Management Information Form 
  • OIR-C1-1654: Determination of Eligibility to Operate as an Alien Insurer in Florida pursuant to s. 624.402(9), F.S. 
Purchasing Group
  • All Forms: Application for Registration as a Risk Purchasing Group Package
  • OIR-C1-515: Application for Registration as a Risk Purchasing Group
  • OIR-C1-144: Service of Process Consent & Agreement 
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Payment and Submission Procedure
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit  
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Reciprocal Jurisdiction Reinsurer Status
  • All Forms: Application for Reciprocal Jurisdiction Reinsurer Status
  • OIR-C1-518: Application for Reciprocal Jurisdiction Reinsurer Status
  • OIR-C1-1524: Uniform Consent to Service of Process
  • OIR-C1-517: Certificate of Reinsurer in Reciprocal Jurisdiction
  • OIR-C1-2221: Management Information Form
Risk Retention Group
Surplus Lines Insurer Eligibility 
Trusteed Reinsurer
  • All Forms: Application for Trusteed Reinsurer Status for Single Assuming Reinsurer Package
  • OIR-C1-1466: Application for Trusteed Reinsurer Status for Single Assuming Reinsurer
  • OIR-C1-1469: Certificate of Assuming Reinsurer to Submit to Examination and Bear the Cost of Examination 
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-1524: Uniform Consent to Service of Process
  • OIR-C1-1538: Checklist Verification 

 

Life & Health Company Applications

Type of Application
Application Forms
Acquisition of a Florida Domestic Insurer
  • All Forms: Acquisition of Controlling Stock of a Florida Domestic Insurer Application Package
  • OIR-C1-918: Application for Acquisition of Controlling Stock of a Florida Domestic Insurer
  • OIR-C1-2069: Letter of Notification
  • OIR-C1-922: Waiver of Hearing from Seller
  • OIR-C1-1524: Uniform Consent to Service of Process
  • OIR-D0-516: Insurance Holding Company Annual Registration Statement
  • OIR-D0-904: Proforma Statement – Life and Health
  • OIR-D0-2165: Proforma Statement – Health
  • OIR-C1-1416: Lines of Insurance
  • OIR-C1-2221: Management Information Form
  • OIR-C1-938: Fingerprint Payment and Submission Procedure
  • OIR-C1-1423: Biographical Affidavit
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
Adding a New Line of Business
Permit/Certificate of Authority for Florida Domestic Insurers
Redomestication to Florida
Fraternal Benefit Society Certificate of Authority

 

Type of Application
Application Forms
Accredited Reinsurer
  • All Forms: Application for Accredited Reinsurer Status Package
  • OIR-C1-923: Application for Accredited Reinsurer Status
  • OIR-C1-905: Instructions for furnishing background investigative reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-1524: Uniform Consent to Service of Process
  • OIR-C1-1464: Certificate of Assuming Insurer
  • OIR-D0-516: Insurance Holding Company System Registration Statement
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Statement and Affidavit
  • OIR-A1-2116 Summary of Changes to Registration Statement
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Adding a New Line of Business
Certificate of Authority for Alien Insurers
Certificate of Authority for Foreign Insurers
Certified Reinsurer Status
Reciprocal Jurisdiction Reinsurer Status
  • All Forms: Application for Reciprocal Jurisdiction Reinsurer Status
  • OIR-C1-518: Application for Reciprocal Jurisdiction Reinsurer Status
  • OIR-C1-1524: Uniform Consent to Service of Process
  • OIR-C1-517: Certificate of Reinsurer in Reciprocal Jurisdiction
  • OIR-C1-2221: Management Information Form
Trusteed Reinsurer
  • All Forms: Application for Trusteed Reinsurer Status for Single Assuming Reinsurer Package
  • OIR-C1-1466: Application for Trusteed Reinsurer Status for Single Assuming Reinsurer
  • OIR-C1-1469: Certificate of Assuming Reinsurer to Submit to Examination and Bear the Cost of Examination 
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-1524: Uniform Consent to Service of Process
  • OIR-C1-1538: Checklist Verification 
Offshore Insurer
  • OIR-C1-2176: Letter of Notification/Registration to Operate as a Non-U.S. Based (Alien or Offshore) Insurer in Florida pursuant to s. 624.402(8), F.S. 
  • OIR-C1-1416: Lines of Insurance
  • OIR-C1-2221: Management Information Form 
  • OIR-C1-1654: Determination of Eligibility to Operate as an Alien Insurer in Florida pursuant to s. 624.402(9), F.S. 
Fraternal Benefit Society Certificate of Authority

 

All Other Company Applications

Type of Application
Application Forms
Acquisition of Controlling Stock for Specialty Insurers
  • All Forms: Statement of Acquisition Merger or Consolidation of a Specialty Insurer Package
  • OIR-C1-448: Statement of Acquisition Merger or Consolidation of a Specialty Insurer
  • OIR-C1-2069: Letter of Notification
  • OIR-C1-144: Service of Process Consent & Agreement 
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit 
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Continuing Care Provider - Certificate of Authority
  • All Forms: Application for COA Continuing Care Retirement Communities Package
  • OIR-C1-473: Application for COA Continuing Care Retirement Communities
  • OIR-C1-144: Service of Process & Agreement
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit 
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Continuing Care Provider - Provisional Certificate of Authority
  • All Forms: Application for a Provisional Certificate of Authority Package
  • OIR-C1-471: Application for a Provisional COA Pursuant to Chapter 651, F.S.
  • OIR-C1-144: Service of Process & Agreement
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit 
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Continuing Care Provider - Consolidated Application for Provisional Certificate of Authority and Certificate of Authority
  • All Forms: Consolidated Application for Provisional COA for a Continuing Care Provider
  • OIR-C1-2220: Consolidated Application for Provisional COA for a Continuing Care Provider
  • OIR-C1-144: Service of Process & Agreement
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit 
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Continuing Care Provider - Simultaneous Acquisition of a Continuing Care Facility and Issuance of a Certificate of Authority
  • All Forms: Application for the Simultaneous Acquisition of a Continuing Care Facility and Issuance of a COA to a Provider
  • OIR-C1-2219: Application for the Simultaneous Acquisition of a Continuing Care Facility and Issuance of a COA to a Provider
  • OIR-C1-144: Service of Process & Agreement
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit 
Continuing Care Provider - Expansion of a Certificated Continuing Care Facility
  • All Forms: Application for Expansion of a Certified Continuing Care Facility 
  • OIR-C1-2218: Application for Expansion of a Certified Continuing Care Facility
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit 
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Donor Annuity
  • OIR-C1-1208: Notification to OIR As a Qualifying Issuer of Donor Annuity Agreements Pursuant to S. 627.481, F.S. 
Home Warranty Associations
Life Expectancy Provider
  • All Forms: Life Expectancy Provider Package
  • OIR-C1-1663: Application for Registration Life Expectancy Provider
  • OIR-C1-1298: Management Information Form Complete List of Officers, Directors, and Shareholders
  • OIR-C1-1423: Biographical Affidavit
Motor Vehicle Service Agreement Company
Premium Finance
Prepaid Legal Expense Insurance
Service Warranty
Service Warranty Manufacturer
  • All Forms: Application for COA Service Warranty Association Manufacturer or Affiliate Package
  • OIR-C1-989: Application for License
  • OIR-C1-144: Service of Process & Agreement
  • OIR-C1-2221: Management Information Form
Third Party Administrator (Insurance Administrator)
Viatical Settlement Provider
  • All Forms: Application for License Viatical Settlement Provider Package
  • OIR-C1-1227: Application for License
  • OIR-C1-144: Service of Process & Agreement
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-1294: Notice of Intent to Use a Related Provider Trust
  • OIR-C1-1298: Management Information Form Complete List of Officers, Directors, and Shareholders
  • OIR-C1-1423: Biographical Affidavit

 

Type of Application
Application Forms
Acquisition of Controlling Stock for a HMO (Not Part of a Holding Company System)
  • All Forms: Acquisition of Controlling Stock for a HMO Package
  • OIR-C1-448: Statement of Acquisition Merger or Consolidation of a Specialty Insurer
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit
Acquisition of Controlling Stock for a HMO (Part of a Holding Company System)
  • All Forms: Acquisition of Controlling Stock of a Florida Domestic Insurer Application Package
  • OIR-C1-918: Application for Acquisition of Controlling Stock of a Florida Domestic Insurer
  • OIR-C1-2069: Letter of Notification
  • OIR-C1-922: Waiver of Hearing from Seller
  • OIR-C1-1524: Uniform Consent to Service of Process
  • OIR-D0-516: Insurance Holding Company Annual Registration Statement
  • OIR-D0-904: Proforma Statement – Life and Health
  • OIR-D0-896: Proforma Statement – Property and Casualty
  • OIR-D0-2119: Proforma Statement – Title
  • OIR-D0-2165: Proforma Statement – Health
  • OIR-C1-1416: Lines of Insurance
  • OIR-C1-2221: Management Information Form
  • OIR-C1-938: Fingerprint Payment and Submission Procedure
  • OIR-C1-1423: Biographical Affidavit
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500S: Biographical Affidavit Addendums
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
Acquisition Merger or Consolidation of a Specialty Insurer
  • All Forms: Statement of Acquisition Merger or Consolidation of a Specialty Insurer Package
  • OIR-C1-448: Statement of Acquisition Merger or Consolidation of a Specialty Insurer
  • OIR-C1-2069: Letter of Notification
  • OIR-C1-144: Service of Process Consent & Agreement 
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit 
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Fiscal Intermediary Service Organization
  • All Forms: Fiscal Intermediary Services Organization Application Package
  • OIR-C1-1412: Fiscal Intermediary Services Organization Registration 
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-1423: Biographical Affidavit
Health Maintenance Organization
  • All Forms: Application for COA HMO Package
  • OIR-C1-942: Application for COA HMO
  • OIR-C1-1263: Application for COA HMO Rehabilitation Administrative Expense Fund 
  • OIR-B2-1093: Small Employer Carrier’s Application to Become a Risk Assuming Carrier or a Reinsuring Carrier, as Required by S. 627.6699(9), F.S.
  • OIR-C1-2221: Management Information Form
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-1423: Biographical Affidavit
Medicare Plus Choice Provider
  • All Forms: Application for COA Medicare Plus Choice Provider Sponsored Organizations Package
  • OIR-C1-1499: Application for COA Medicare Plus Choice Provider Sponsored Organizations
  • OIR-C1-1479: Application for COA Medicare Plus Choice Provider Sponsored Organizations Management Information Form
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-1423: Biographical Affidavit
Multiple Employer Welfare Arrangement
  • All Forms: Application for COA Multiple Employer Welfare Arrangement Package
  • OIR-C1-983: Application for COA Multiple Employer Welfare Agreement
  • OIR-C1-2221: Management Information Form
  • OIR-C1-1423: Biographical Affidavit
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-0509: Biographical Affidavit Group Cover Letter
  • OIR-C1-0500s: Biographical Affidavit Addendums
Prepaid Health Clinic
Prepaid Limited Health Service Organization
  • All Forms: Application for COA Prepaid Limited Health Service Organization Application Package
  • OIR-C1-1119: Application for COA Prepaid Limited Health Service Organization
  • OIR-C1-905: Instructions for Furnishing Background Investigative Reports
  • OIR-C1-938: Fingerprint Card Instructions
  • OIR-C1-1423: Biographical Affidavit
  • OIR-C1-2221: Management Information Form

 

Type of Application
Application Forms
Discount Plan Organization

 

Type of Application
Application Forms
Pharmacy Benefit Managers Registration and Renewal

 

Supplemental Company Admissions Documents & Links

Frequently Asked Questions & Contact Information

How long does it take to receive an insurance company or other related entity license to conduct business in the State of Florida?

  • Incomplete applications are the single most common cause of licensing delays. After an application is accepted, and considered to be complete, we strive to conclude the review process within 60 days.

What steps can I take to avoid processing delays?

  • When submitting the initial application, make sure each Interrogatory, Component and/or Checklist item has been answered or otherwise addressed, and all attachments provided.
  • Be sure that every question on the biographical statement has been answered. Enter N/A if the question is not applicable or none where appropriate.
  • On question 1 of the biographical statement, provide the full given birth name of the person for whom the biographical statement is being completed (initials are not acceptable).
  • As part of the review process, information provided on the biographical affidavit is compared with information provided by the background investigation agency and results of fingerprint card submissions. Discrepancies will require explanation. During the review of the filing, provide prompt and thorough responses to OIR's requests for additional information or clarification.

What are the filing fees for insurers in the State of Florida?

 How much money is required to start an insurance company?

  • The amount typically ranges from $2.5 to $5 million depending on the type of company. Amounts may increase based on elements of an insurer's business plan. For additional information, refer to Section 624.407, Florida Statutes.

 Does the State of Florida have a deadline as to when applications may be filed?

  • No. OIR accepts applications all twelve months of the year. However, no business should be conducted until the application is approved.

How does a foreign insurer become authorized to conduct business in Florida?

What does my company need to do in order to add a line of business to its Certificate of Authority?

How do I file a name change for my insurance company?

 Does Florida require biographical affidavits and background investigations?

  • Yes, unless the application package excludes each controlling person of the applicant and parent companies, including but not limited to officers, directors, controlling shareholders, partners, and the like.

Does Florida require fingerprints?

  • Yes. Unless the application package excludes the individuals determined in the question above, all application packages must file fingerprint cards with OIR. If you would like to order fingerprint cards, email us at FPRequest@floir.com. Florida residents have the option of having their fingerprints digitally scanned rather than providing paper fingerprint cards.  Information about digital scanning may be found at OIR-C1-938.

I haven't received my renewal Certificate of Authority. How can I get it?

  • OIR does not mail renewal Certificates of Authority. Each company's authorized lines of business are listed on the company's renewal invoice.

What are premium tax requirements and how do I file premium taxes?

  • For insurance companies holding a Certificate of Authority, premium taxes are collected by the Florida Department of Revenue (Forms DR-907 (quarterly) and DR-908 (annually)).  Individuals can call the Florida Department of Revenue at 850-488-6800 for more information.

Are there other state agency filing requirements?

  • Applicants may visit OIR's website and view the various filings, reporting requirements and applicable Florida Statutes and Florida Administrative Code. A full list of required data reporting are available here.

How do I submit my application?

  • Applicants are required to submit electronically through the Industry Portal and by selecting iApply - Online Company Admissions.

 

Other questions not covered in the FAQs? Please email PCAppcoord@floir.com or call 850-413-2575 for Property & Casualty applications.
Other questions not covered in the FAQs? Please email LHAppcoord@floir.com or call 850-413-2512 for Life & Health applications.