Need More Licensed CSRs? Good News!

You can send your staff to our 4 day RCSR course, and have licensed 4-40 CSRs within the week. After passing our RCSR designation course, they can apply for the 4-40 CSR license with no state exam.

Andy Beverly School is now holding 4-40 Customer Service Representative classes serving the greater Fort Myers and Naples area:

  • Fort Myers
  • Cape Coral
  • Naples
  • Estero
  • Bonita Springs
  • Sanibel
Classes meet at the Hampton Inn & Suites, Ft. Myers-Estero.

About the 4-40 License

Insurance CSRs with the 4-40 license can speak with customers, solicit personal and business insurance, bind coverage, and make changes to policies. CSRs work with 2-20 licensed agents, and the CSR license can later be converted to a Personal Lines (20-44) or General Lines (2-20) agent license.

The 4-40 license is the quickest way to get your CSRs in compliance and selling insurance to the public. The class only takes 4 days and does not require a state exam.

Instructor - Charlie Dorta

Charlie is the principal of Heritage Insurance, an independent agency in Naples, FL. We have a long history with Charlie and family. Charlie's dad, a State Farm agent, took his insurance licensing class with Andy. Later Charlie would get his license with us and open his own agency. Charlie brings his experience as an agency owner and trainer, along with empathy for his students and a ready sense of humor.

About Our Course


Your instructor makes the class interactive by proactively involving students.


Our curriculum is informed by many years of teaching experience. We make important concepts and coverages clear and memorable.


Over 100,000 students have come to us for help starting their careers as insurance agents, adjusters, and customer representatives. We're in this for the long run, and we support our customers and students.

What's Next?

To get started, just enroll in the 4-40 CSR class here. If you are enrolling someone else, you can put their information in the fields that ask for student name and address. You will be able to put in your own credit card and billing address.

After completing the course, students will need to sign up for fingerprinting, and apply for their license with Department of Financial Services.

Enroll today!