CE Transcript

Use the Continuing Education Transcript page to review the continuing education requirements and course credit hours in a selected producer's resident state. The transcript is retrieved from a Vertafore-maintained data source and is used together with the producer's resident license information to calculate the CE Deficiency Inquiry.

ClosedView screen capture

To open the Continuing Education Transcript page, choose one of the following methods:

  • From the Express Services menu select CE Transcript. Then, perform a Producer Search to find the individual producer whose CE transcript you want to review

  • In the Actions column in the Search Results section of the CE Deficiency Inquiry page, click the View CE Transcript Report () button corresponding to a specific producer displaying in the inquiry output. The Continuing Education Transcript page will open in a separate window and display the selected producer's CE transcript.

The Continuing Education Transcript page contains the following sections:

ClosedHeader

Fields and controls include the following:

  • Education Review Period: Dropdown menu defaults to the producer's current CE review period. Select a preceding period from the dropdown menu, if desired. The page will refresh to show information pertaining to the selected CE review period.

  • Print: Click to open the Print dialog box, where you can configure to print the transcript to a local printer.

ClosedProducer Summary

Displays basic information about the producer whose CE transcript you are reviewing.

Fields and controls include the following:

  • Licensee: The name of the producer whose CE transcript you are reviewing, as recorded with the department of insurance in the producer's resident state.

  • License Type: The producer's resident state license number and license class.

  • State: The name of the producer's resident state that issued the producer's license.

  • Begin Date: The date on which the producer's CE review period began.

  • Review Date: The date on which the producer's CE review period ends.

ClosedRequirements

Displays a list of the CE requirements in the producer's selected CE review period for each different license type the producer holds.

Fields and controls include the following:

  • Requirement: For each requirement listed, displays the course category in which the producer has or had the requirement in the selected CE review period.

  • Required Hours: For each requirement listed, displays the number of course hours the producer is or was required to complete to meet the requirement in the selected CE review period.

  • Applied Hours: For each requirement listed, displays the number of course hours the producer completed and that have been applied toward the requirement in the selected CE review period.

  • Remaining Hours: For each requirement listed, displays the difference between the values in of Required Hours and the Applied Hours.

  • Status: The status of the producer's progress toward fulfillment of the requirements in the selected CE review period.

ClosedCourses

Displays a list of the CE courses that the producer has completed in the selected CE review period and that have been applied toward the producer's CE requirements.

Fields and controls include the following:

  • Course ID: For each CE course listed, displays the state-assigned identifier for the CE course.

  • Course Name: For each CE course listed, displays its name.

  • Course Provider: For each CE course listed, displays the name of the education provider.

  • Category: For each CE course listed, displays the grouping with which it is associated (e.g., General, Ethics, Property & Casualty, etc.).

  • Course Hours: For each CE course listed, displays the number of course hours.

  • Instruction Method: For each CE course listed, displays the method by which the course was offered (classroom, online, self-study, etc.).

  • Completion Date: For each CE course listed, displays the date on which the course was completed. your coursework completed in the current review period.

ClosedPage Controls

Fields and controls include the following:

  • Cancel: Click to exit the page and open the Producer Manager Home page.

  • Revise Inquiry: Click to open the Compliance Express Continuing Education Transcript Inquiry page, where you can initiate a new CE Transcript Inquiry. (For more information, see Compliance Express online help.)

 

Tip

The Continuing Education Transcript page is best printed in landscape orientation.