View Agency Licenses

AgencyEDGE automatically loads your agency's state license information and keeps it updated over time. Use the View Agency Licenses page to review your agency's state active and inactive licenses and lines of authority. At a glance, you also can determine a license that is coming due for renewal.

To open the View Agency Licenses page, in the AgencyEDGE navigation bar, click the My Network link. The My Network page will open. Then, in the License Tracking group, click the View Agency Licenses link.

The View Agency Licenses page contains the following sections:

Filter Options

Offers controls allowing you to narrow the default display in the License Information section of all of your agency's licenses in all states.

• (clear filters): Click to remove all currently selected filter controls. The default view of all licenses will display.
• State: From the dropdown menu, click to checkmark the checkbox corresponding to the name(s) of a state(s) whose license(s) you want to display in the License Information section. Click the All link to display licenses from all states. Click the Clear All link to remove all currently selected state license filter criteria.
• Residency: From the dropdown menu, click to checkmark the Resident checkbox to display only resident state license(s) in the License Information section. Or, click to checkmark the Non-Resident checkbox to display only non-resident state license(s) in the License Information section. Click the All link to display all resident and non-resident state licenses. Click the Clear All link to remove all currently selected license residency filter criteria.
• License Type: From the dropdown menu, click to checkmark the checkbox corresponding to the type(s) of license(s) you want to display in the License Information section. Click the All link to display licenses of all types. Click the Clear All link to remove all currently selected license type filter criteria.
• License Status: From the dropdown menu, click to checkmark the Active checkbox to display in the License Information section only license(s) with an active status. Or, click to checkmark the Inactive checkbox to display in the License Information section only license(s) with an inactive status. Click the All link to display licenses with all statuses. Click the Clear All link to remove all currently selected license status filter criteria.
• Show Hidden Licenses: Click to checkmark the checkbox to display licenses in the License Information section that have been selected to be hidden to all users.
• Renewable Licenses Only: Click to checkmark the checkbox to display in the License Information section only licenses that are available to be renewed.

License Information

By default, displays all of your agency's licenses in all states, with related lines of authority hidden. Licenses are sorted alphabetically by State. When filtered by selections in the Filter Options section, displays results of the filtered search.

• Expand All: Click to display the lines of authority related to all licenses displaying in the section.
• Collapse All: Click to hide the lines of authority related to all licenses displaying in the section.
• Print Licenses: Click to print the license information to a local or network printer.
• : For each license listed, click to display its related lines of authority information.
  • Line of Authority (LOA): For each line of authority listed, displays its state-specific name or description.
  • Issue Date: For each line of authority listed, displays the date on which it was initially issued or granted by the state.
  • Status: For each line of authority listed, displays Active for a line of authority in active status or Inactive for a line of authority that expired or was canceled or withdrawn.
  • Status Date: For each line of authority listed, displays the date on which the current value of the Status field became effective.
  • Status Reason: For each line of authority listed with a Status of Inactive, displays its state-specific reason for inactivation.
• : For each license listed, click to hide its related lines of authority information.
• State: For each license listed, displays the name of its issuing regulatory jurisdiction. Click the column heading once to toggle re-sorting of the license information in descending and ascending alphabetic order.
• License Type: For each license listed, displays its state-specific name or description.
• License Number: For each license listed, displays the state license number or identifier.
• Expiration Date: Displays the state-regulated date on which the license expires. Also known as the "renewal date."
• Status: For each license listed, displays its current status with the state.
• Actions: For each license listed, offers the following controls:
  • Renew: Displays only for a license in a state that has opened its license renewal period for an expiring license. Click to open the Renew a License service, where you can renew or reinstate an expiring license. The renewal state and your agency's information will automatically populate the renewal request, sparing data entry.
  • Hide: Displays only corresponding to a non-hidden license. Click to open a popup box displaying the following message: "Are you sure you want to hide this license for all users? You will no longer receive a notification when this license is due for renewal." To proceed with hiding the license from display, click the Continue button. The selected license will no longer display in the default view of the License Information section. Or, to abort the operation, click the Cancel button.
  • Unhide: Displays only with the Show Hidden Licenses checkbox checkmarked in the Filter Options section and corresponding to a hidden license. Click to unhide a hidden license. The selected license will display in the default view of the License Information section.

Unless you have upgraded your agency's AgencyEDGE subscription to the premium level, the View Agency Licenses link on the My Network List page will display a lock icon and will not be available. To use the service, upgrade your agency's subscription. For more information, see Change Subscription Level.

If your agency recently obtained a new license or renewed an existing license, please allow up to 10 business days for the updated license information to display on the View Agency Licenses page.

If your agency holds a state license that is not displaying on the View Agency Licenses page, please contact a Vertafore support representative at plmsupport@vertafore.com.

The Print Licenses control does not print a copy of any state license. Instead, it prints all of your agency's current license information to a local or network printer. To print a copy of a license issued by certain states, see Print a License.

License or line or authority information from some states may not include an Expiration Date. Licenses issued by "perpetual license states" do not have a fixed period of effectiveness. AgencyEDGE will not display a Renew link for licenses in a state that issues a "perpetual" license.

When you click the Renew button, if the license is not available for renewal electronically through AgencyEDGE, then a state-specific message will display with instructions on how to proceed.