Insurance License Hub

The Vermont Consultant license

Consultant

Advises on insurance for a fee rather than selling it. Vermont examines it on the producer paper and then asks for a $5,000 bond and the client agreement itself, fee structure and all.

Course

None

This license has no pre-licensing course route.

Ways in

1

It requires the state exam.

Exam

Varies

Priced per paper. The prices are below.

Prometric's bulletin prints two prices for the same papers: $52 single and $67.60 combination on one page, $73 and $87 on the next. The lower pair is the one it has kept up to date.

Every way to qualify

  1. Route 1 Pass the producer examination, bond, and file the client agreement

    State exam required

    • A $5,000 bond with an authorized surety approved by the Commissioner, kept in force, together with the written agreement intended for use with clients, outlining the nature of the work and a description of the fee structure

    DFR's requirement list is closed and has no course in it: at least eighteen, and competent, trustworthy and financially responsible in the Commissioner’s judgment; a Producer examination passed, not a consultant paper of its own; a $5,000 bond with an approved surety kept in force; and the written client agreement filed with the Commissioner, outlining the nature of the work and describing the fee structure. That last one is the unusual part. Several states license a consultant and ask for a contract; Vermont asks to see the fee structure before the license issues.

    Read at the Department on 2026-08-18

No national seller sells a course for this license. The examination is the producer's rather than a consultant paper of its own, so what a Vermont consultant buys is producer preparation, and that is on the producer pages.