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Insurance Exam Prep · Monday · 4 min

[TX P&C] 7. Reporting Changes and Avoiding License Discipline

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • Statutory reporting deadlines for individual agents under Texas Insurance Code Section 4001.252. • The requirement for monthly notification regarding address changes, felony convictions, and administrative actions. • Why relying on insurance carriers or external databases to update state records leads to licensing violations. • An original exam scenario illustrating how unreported out-of-state consent orders create grounds for discipline. • A memory decision rule to recall personal agent reporting obligations on exam day. Prepare for the Texas General Lines Property and Casualty insurance exam with our independent study materials. Practice online questions at https://open-exam-prep.com/practice/tx-property-casualty and view supplementary video lessons at https://www.youtube.com/@Open-exam-prep . Sources checked: September 28, 2026 - https://tcss.legis.texas.gov/resources/IN/htm/IN.4001.htm - https://www.tdi.texas.gov/agent/general-property-apply.html

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show notes

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams.

In this episode you will learn:
• Statutory reporting deadlines for individual agents under Texas Insurance Code Section 4001.252.
• The requirement for monthly notification regarding address changes, felony convictions, and administrative actions.
• Why relying on insurance carriers or external databases to update state records leads to licensing violations.
• An original exam scenario illustrating how unreported out-of-state consent orders create grounds for discipline.
• A memory decision rule to recall personal agent reporting obligations on exam day.

Prepare for the Texas General Lines Property and Casualty insurance exam with our independent study materials. Practice online questions at https://open-exam-prep.com/practice/tx-property-casualty and view supplementary video lessons at https://www.youtube.com/@Open-exam-prep .

Sources checked: September 28, 2026
- https://tcss.legis.texas.gov/resources/IN/htm/IN.4001.htm
- https://www.tdi.texas.gov/agent/general-property-apply.html