Credential Programs

A credential program defines the education requirements that a producer is required to meet in order to attain or maintain an education credential. A credential program specifies the following:

  • The types of producers that are eligible to fulfill the credential program

  • The types of education courses that are applicable to the credential program

  • The number of required course hours in the credential program

  • The frequency with which the requirements of the credential program must be met

  • The coverage period during which a producer's satisfaction of the requirements remains effective.

A credential program must be applied to an education credential in order to use the Education Credentials functionality to track the eligibility of a producer to represent certain lines of business or product types.

If you have system administrator permissions, use the Credential Programs page to view, update, or delete an existing credential program or add a new credential program.

ClosedView screen capture

To open the Credential Programs page, from the Administration menu select Education Credentialing, and then select Credential Programs.

The Credential Programs page contains the following sections:

ClosedCredential Programs

Displays a table listing all credential programs in the system.

Click a column heading to re-sort the table by the selected information category. Click a column heading once to sort the table in ascending order by that category, and click it again to re-sort the table in descending order by that category.

Fields and controls include the following:

  • Add a Credential Program: Click to open the Add Credential Program page, where you can define the requirements of a new credential program.
  • Name: For each credential program listed, displays its name.
  • Vertafore Example: For each credential program listed, indicates whether it is "Vertafore Example."  The symbol indicates that the credential program is a "Vertafore Example;" a null value indicates that it is a custom or template-based credential program.
  • Historical: For each credential program listed, displays whether it is currently active in the system. "Yes" indicates that the credential program is currently not active; "No" indicates that it is currently active.
  • Actions: For each credential program listed, offers the following controls:
  • Edit Credential Program (): Click to open a selected credential program the View Credential Program page, where you can view its details, the education credentials for which it is activated, and the types of producers who are eligible for the program. You also can update the requirements of a custom credential program or review the requirements of a template-based credential program.

ClosedPage Controls

Fields and controls include the following:

  • [x]programs found, displaying[v]to[w]: Displays the total number of credential programs in the system, and the range in numbers of credential programs currently displaying in the Credential Programs section. (Maximum 20 per page.)

  • First/Prev: Click First to open the first page of results; click Prev to open the preceding page of results.

  • 1, 2, 3, ...: Click a numeral to open a specific numbered page of results.

  • Next/Last: Click Next to open the succeeding page of results; click Last to open the last page of results.

  • Related Links: Offers the following controls:

  • All Education Credentials: Click to open the Education Credentials page, where you can review and update the education credentials with which credential programs are associated.

  • All Credential Programs: Click to refresh the Credential Programs page.

Notes

Note: A credential program defines only the education course requirements that a producer must meet in order to earn an education credential. All "Vertafore Example" credential programs and credential programs configured from a template also require that a producer holds specific license qualifications (e.g., Life, Variable Annuities, Variable Contracts, etc.), as well, to be eligible for a certain education credential.

Tips

You can apply a "Vertafore Example" credential program to an education credential. A "Vertafore Example" credential program includes pre-defined education requirements based on Vertafore’s interpretation of state or federal regulations that compel producers to hold certain license qualifications (LOA) and complete specific types of training, in order to be eligible to sell a particular line of business. "Vertafore Example" credential programs are identified as such on the Credential Programs page. You are not required to use a "Vertafore Example" credential program; rather it is intended as a convenience to save you the steps of configuring such a program yourself. Click the Edit Credential Program button () corresponding to a "Vertafore Example" credential program to open the View Credential Program page and review its specific requirements.

For more information about pre-defined credential programs, see Education Credential Programs by State and Product Line User Guide, available also on the Printable Help Guides page.