Below is the list of exams required to add a sector class.

A candidate wishing to add a sector class to his certificate must show that he has completed the minimum required training and will have to complete a 6-week probationary period, according to the chosen sector class.

The commercial-lines damage insurance exam (03-413), will not be required if both the relevant past exams (03-406 and 03-409) have been passed. These exams must still be valid when presenting the application.

Adding the "Personal-lines damage insurance" sector class 

  • 03-411
    Recommend personal property insurance products adapted to the client’s needs   
  • 03-412 Exam 03-412 is required only if it has not already been passed or if both the 03-402 and 03-403 exams have not been passed – both these exams must still be valid when presenting the application.
    Recommend personal-lines and commercial-lines automobile insurance products adapted to the client’s needs

Adding the "Commercial-lines damage insurance" sector class

  • 03-412 #1
    Recommend personal-lines and commercial-lines automobile insurance products adapted to the client’s needs   
  • 03-413
    Recommend commercial-lines property and civil liability insurance products adapted to the client’s needs

Sector change to claims adjustment

Candidates requesting a sector change must show that they comply with the minimum qualifications required by the sector.

All exams required for a sector or sector class have to be passed in order to change sectors.

Candidates will also have to complete a 12- or 6-week probationary period according to the chosen sector or sector class.

Exams required for agents and brokers who wish to add Designation E to their certificate

Damage Insurance agents and brokers wishing to act as claims adjusters for the policies underwritten through the firm for which they act will have to add Designation E to their certificate.

To do so, they will have to demonstrate that they comply with the minimum qualifications required by the claims adjustment sector.

They will then have to pass all the exams required the sector or for the sector class for which they wish to qualify as claims adjusters.

They will also have to complete a 12- or 6-week probationary period depending on whether they would like to obtain Designation E for the entire claims adjustment sector or for one of its sector classes only.