Adding an Assumed Name to an Insurance License
An individual insurance licensee who needs to register an assumed name with the Department of Insurance and Financial Services (DIFS) should submit an FIS 0201 Individual Insurance Licensee Registration or Cancellation of DBA form.
A sole proprietorship is a business that is owned by one individual. The owner is personally responsible for all the debts of the business even in excess of the amount invested in the business. If the business operates under a name other than the individual's name, a "Certificate of Persons Conducting Business Under Assumed Name" must be filed with the county clerk in every county in which business is transacted. The certificate must include all or the following information:
The county in which the sole proprietorship is filing reviews the documents submitted and processes these if the documents meet certain standards including name availability. The proposed name of the sole proprietorship may not be available if it is misleading, confusing or deceptively similar to the name of another business entity.
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