How to apply for a New Agency/Business License. Open in your favorite browser

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Mabel Atkinson
5 years ago
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1 Open in your favorite browser Feb 23, of 62

2 Enter your CIPR# Feb 23, of 62

3 Enter your Password, Click Login Feb 23, of 62

4 Click Licenses Feb 23, of 62

5 Click Apply for a License Feb 23, of 62

6 Click I am applying for myself Feb 23, of 62

7 Select the license Class you are applying for i.e General D/R, Life D/R, Accident & Sickness D/R etc... Feb 23, of 62

8 Click 'Start' typing business's name... Enter your business name Feb 23, of 62

9 If it does not appear in the drop down, Click 'yes' to create the new business name Feb 23, of 62

10 Enter your Legal name Feb 23, of 62

11 Type in a trade/operating name if any Feb 23, of 62

12 Enter an address Feb 23, of 62

13 Select the Agency Type i.e Corporation, Partnership or Sole Proprietorship Feb 23, of 62

14 Enter your Alberta Corporate Access No. if required (Tip: If you are applying for a partnership you will need a Corporate Access No.) Feb 23, of 62

15 Click Save Feb 23, of 62

16 Enter your Sponsor/insurer's name Feb 23, of 62

17 Click Continue Feb 23, of 62

18 Click Yes, create application Feb 23, of 62

19 Enter your business address, by clicking "Click to edit address"on the top right corner of this section Feb 23, of 62

20 Enter your full business address information. TIP: Select your city Name and province from the drop down menu Feb 23, of 62

21 If your Business Address is the same as your Corporate Address, click the 'Copy Address' button shown on the top right hand side or Enter a different address by selecting the Pencil icon Feb 23, of 62

22 Add "At least one (1) Active Errors and Omissions insurance policy by clicking the Plus (+) on the right hand side of the section Feb 23, of 62

23 Enter the E&O Policy Number Feb 23, of 62

24 Begin typing Carrier (Insurer) name. Select Carrier from search list Feb 23, of 62

25 Click Effective date to open calendar Feb 23, of 62

26 Click Month-Year to change view to months Feb 23, of 62

27 Click applicable Month Feb 23, of 62

28 Click applicable date Feb 23, of 62

29 Click End date (TIP: most policies will have an expiry date) Feb 23, of 62

30 Click Month - Year Feb 23, of 62

31 Click Year to change to Year view Feb 23, of 62

32 Select Month policy expires Feb 23, of 62

33 Click Day policy expires Feb 23, of 62

34 Click Save Feb 23, of 62

35 Click on the Plus (+) at the top right hand side to Add Employment History section Feb 23, of 62

36 Select Employed or Unemployed Tip: You must enter the last 5 years of employment history including all periods of unemployment Feb 23, of 62

37 Enter the name of the Company Feb 23, of 62

38 Enter your position Feb 23, of 62

39 Click From to open calendar, Click Month-Year Feb 23, of 62

40 Click Year to change to Year view Feb 23, of 62

41 Click applicable Year Feb 23, of 62

42 Click Applicable Month Feb 23, of 62

43 Click applicable Date Feb 23, of 62

44 Click "To' to End Date applicable Employment Tip: If still currently employed leave TO section blank Feb 23, of 62

45 Click OK to save that record, Feb 23, of 62

46 Click Save Application after each section as you complete your application Feb 23, of 62

47 Read and answer all questions from 1-10 Feb 23, of 62

48 Read and answer all the corporate questions from 1-9 Feb 23, of 62

49 If any questions are answered yes, enter the information in the box provided and an attachment (if required) Feb 23, of 62

50 Click Invoice # to pay as you are the payee Feb 23, of 62

51 Click Pay with Credit Card Feb 23, of 62

52 Type in Credit Card number (no spaces or dashes) NOTE: We are unable to accept Visa Debit or MasterCard Debit for on-line transactions. Feb 23, of 62

53 Enter 2 digit Month (e.g.: January = 01) Feb 23, of 62

54 Enter last 2 digits of expiry year Feb 23, of 62

55 Click Pay button to complete Feb 23, of 62

56 Click Print button for receipt Feb 23, of 62

57 Click Close to return to invoice Feb 23, of 62

58 Click Back to return to your online application in order to submit your application Feb 23, of 62

59 Scroll to the bottom of the application and click Submit Application Feb 23, of 62

60 Click Yes, submit the application after reviewing the declarations Feb 23, of 62

61 Your application is Awaiting Approver Review, you will receive an notification once it is Submitted to Regulator Feb 23, of 62

62 Click Log out, That's it. You're done. Feb 23, of 62

How to apply for a General/Adjuster License. Open in your favorite browser

How to apply for a General/Adjuster License. Open in your favorite browser Open https://licensing.abcouncil.ab.ca/#/login/with/cipr in your favorite browser Feb 16, 2018 1 of 54 Enter your CIPR# Feb 16, 2018 2 of 54 Enter your Password, Click Login Feb 16, 2018 3 of 54 Click