If the proposed name is free of prohibited words, CDI then checks to determine if the proposed name is unique based on at least the first two words of the name, ignoring any numbers or single letters that may precede the name.If one of the six definitive words is present, CDI then checks to see if any unacceptable words are included in the proposed name, or if any words or phrase are used improperly in the proposed name.If the word 'Insurance' is included the name, CDI then checks to make sure one of the six definitive words ('Agency,' 'Services,' 'Marketing,' 'Sales', 'Center' or 'Solutions') is also included in the name.The word 'Insurance' must be included in the proposed name.If the business entity does not meet one of the four exemptions, CDI then determines if the legal name of the business entity meets all of the required name approval criteria as stated in Cal.

If the business entity qualifies for an exemption, the name of the business entity may be approved.

If the business entity is performing other work more than 80 percent of the time, CDI determines if the business type meets one of four exemptions ( 10 Cal.

CDI reviews the application to determine if the applicant is conducting any business, other than insurance, which amounts to 80 percent or more of the total business conducted by the applicant.

How does CDI review a proposed business entity's legal name or DBA name and approve that name?ĬDI's Producer Licensing Bureau, Business Entity Unit will first review the legal business name and any proposed DBA names using the following criteria: If you are an individual licensed producer, you may request permission from CDI to use a DBA name for solicitation of insurance business in the State of California. Code of Regs.), Section 2052.4, the California Department of Insurance (CDI) will require the business entity to use a DBA name for all solicitation of insurance in the State of California.

Code), Section 1724.5 and the true name does not meet one of the four exemptions stated in Title 10, California Code of Regulations (10 Cal. If you are a business entity and the true legal name of the business entity does not meet California Insurance Code (Cal. A DBA may be required for use to solicit insurance business in the State of California if the applicant's or licensee's true legal name of an individual or a business entity cannot be used. What is a DBA and am I required to use one? Making Changes to an Existing Business Entityīusiness Entity Name Approval Process Legal Names, Doing Business As, and Fictitious Names 1. Typical Business Entity License Application Errors

5 percenter sayings word is bond