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Lookup CE Transcript

My Education

Use the Lookup CE Transcript service to view an individual producer's continuing education transcript in certain states.

In many states the transcript includes CE requirements in the current or a past license renewal/CE review period, course information applied to the requirements, and the producer's current CE status (Compliant, Pending, or Not Compliant).

However, other states may return only the continuing education course completions that are recorded for a selected producer or other data, depending on the state's CE tracking and license renewal policies.

Results are obtained directly in real time from a selected state's regulatory records. There is no fee for this service.

Use the following steps:

Getting Started

1. In the AgencyEDGE navigation bar, click the Transactions link. The Transaction List will open in the Home page.
2. In the Transaction Inquiries group, click the Lookup CE Transcript link. The Lookup CE Transcript page will open.

Enter Search Criteria

1. Required. From the State dropdown menu, select the name of a state in which to search for an individual licensee's continuing education transcript. The page will refresh and display additional search fields.
2. Required. In the License Number field, enter the licensee's license number in the state you selected in the State field.
3. Required. In the Last Name field, enter the licensee's full last name. No wildcard or partial match searches are allowed.
4. Required in some states. If required, in the Last 4 Digits of SSN field, enter the final four digits of the licensee's Social Security Number.
5. Click the Submit button to run the inquiry. The page will refresh to display the results. If no producer met your search criteria, the following message will display: "Could not find an active license with the entered information. If you feel this information is in error, please contact your state's insurance licensing department."

View Results

The results display inline based on the search criteria you entered.

1. Review the results of your inquiry. Results may include values in the following fields:
   • Summary Information
     • Licensee: Name of licensed agent
     • License: License description
     • State: Name of state issuing agent's license
     • Begin Date: Effective date of current license
     • Review Date: Current license expiration date or date by which CE requirements must be met for the current review period
   • Requirements
     • License Type Name: License to which CE information applies
     • Requirement: Course categories in which applied CE courses are required to be taken and completed
     • Required Hours: Number of course hours required in current CE review period
     • Applied Hours: Number of course completion hours applied to Required Hours value; may include hours carried over from preceding review period
     • Remaining Hours: Value of Applied Hours subtracted from value of Required Hours
     • Status: Current CE status
   • Courses
     • Course ID: State identifier of approved course
     • Course Name: Description of the course as recorded with the state
     • Provider: CE provider name
     • Course Hours: Applied course hours
     • Instruction Method: Delivery method of course (i.e., Classroom, Online, etc.)
     • Completion Date: Course end date
     • Processed Date: Date on which state processed course completion
     • Applied Courses and Requirements: A statement indicating the number of course credit hours that are applied to the producer's overall CE requirement and to one or multiple specific course requirements
   • Courses Carried Forward From Previous Period: Course hours completed in a preceding review period applied toward current review period
     • Course ID: State identifier of approved course
     • Course Name: Description of the course as recorded with the state
     • Provider: CE provider name
     • Course Hours: Applied course hours
     • Instruction Method: Delivery method of course (i.e., Classroom, Online, etc.)
     • Completion Date: Course end date
     • Processed Date: Date on which state processed course completion
     • Applied Courses and Requirements: A statement indicating the number of course credit hours that are applied from a preceding review period to the producer's overall CE requirement and to one or multiple specific course requirements in the current review period

2. By default the transcript includes course and requirement information for the current CE review period. If desired, select a previous CE review period from the Education Review Period dropdown menu. The results will refresh to display information for the selected review period.
3. If your inquiry result spans multiple pages, click the Next Page button to display the next inquiry result page. Or, click the Prev Page button to display the previous inquiry result page.
4. If desired, click the Print button () at the top of the page to print the results to a local printer.
5. Click the Revise Inquiry button to return to Lookup CE Transcript search criteria page, where you can update selection criteria and resubmit the inquiry.

If you do not know your license number, you can look it up using Lookup License Number/NPN .

Results in some states may include only a raw listing of the continuing education course completions that are recorded for a selected licensee, without CE requirement, applied coursework, or CE status information. For more information, contact the state's department of insurance. Click the State Information link at the bottom of the page to find state contact information.

If a transcript appears to be incorrect or incomplete, first contact the CE provider to verify completion of a course and submission of the course completion to the appropriate state. Then, if necessary, contact the appropriate state department of insurance to verify record of the course completion.

Many state insurance departments are in the process of streamlining the administration of the continuing education for insurance providers and producers. Education providers now are electronically reporting course completions to the state for your continuing education credit. During this transition period, you may see a status of "waived" for your continuing education requirements on your continuing education transcript. A "waived" status does not mean necessarily that you do not have to complete your continuing education requirements -- you must complete your continuing education requirements, unless the insurance department has exempted you. If you have questions or concerns, please contact the appropriate state insurance department.Click the State Information link at the bottom of the page to find state contact information.