Maintain CE Applied Courses

Displays summary information of the producer record currently open for review and/or updating.

Fields and controls in the Record Summary section include the following:

• Search Producer: Click the link to start a new search for a producer record. For more information, see Searching for Records.
• [Producer Name]: Displays the name of the individual or firm producer whose record currently is open in theReview/Update Producerpage. An icon to the left of the producer name signifies the producer's entity type, either individual () or firm ().Click the producer name link to refresh the producer record that is currently open in the Review/Update Producer page or to re-open the producer's record in the Review/Update Producer page from any other page in the system.
• Rating: If a producer has been assigned a productivity rating (no stars, meaning “not rated;” one star, “poor;” two stars, “satisfactory;” three stars, “good;” four stars, “outstanding;” or the symbol signifying a “Do Not Contract” alert), the display-only rating will appear to the right of the producer’s name.
• SSN: Individual producers only. Displays an individual producer's Social Security Number. The Social Security Number can be set per security role to mask the first five digits and display only the last four digits. For more information, see Maintain Security Role.
• EIN: Firm producers only. Displays a firm producer's Federal Employer Identification Number.
• External System ID: Displays the producer's identifier code in the external system that has been Vertafore-configured as your company's "preferred" system. For more information, see External System IDs, Configuration Options, and Advanced Producer Search.
• Active BU: Displays the short name of the business units to which a producer is actively assigned (sorted alphabetically). To expand the field to display all active business units, click the node ().
• NPN: Displays a producer's unique National Producer Number, assigned by the National Insurance Producer Registry (NIPR).
• Resident State/License: Displays the codes of the states that a producer claims as a resident state for licensing purposes (sorted alphabetically) and the producer's license numbers in those states. Includes active or inactive licenses. To expand the field to display all resident states and license numbers, click the node ().
• Additional States/Licenses: Displays the codes of the states in which the producer holds non-resident licenses (sorted alphabetically) and the license numbers in those states. Includes active or inactive licenses. To expand the field to display all resident states and license numbers, click the node ().
• Producer Contracting Workflow: If your company uses the onboarding and maintenance transaction component of the Sircon Platform, Producer Express, and a producer currently is associated with a request record in Producer Express, you can click the number in the field to launch Producer Express and view or work with the request record. (For more information, see the Sircon Producer Express Online Help.)
• Missing Required Information Alert: Displays an alert that the producer record lacks information that has been configured to be required in your company's deployment of the Sircon Platform. A producer record deficient of required information is considered "incomplete," and appointment or termination requests may not be submitted for the producer until the deficiency is corrected. Review the Quick Links box to identify and correct the specific details sections in the record with missing required information. For more information, see Configuration Options.
• CE Compliance: Display-only indication of a producer’s unfulfilled continuing education requirements. Indication will not appear if producer is current with continuing education requirements. Available by Vertafore configuration only; for more information, seeConfiguration Options.

Displays a selected producer's currently recorded continuing education requirements.

Fields and controls include the following:

• : Click the node corresponding a CE requirement displaying in the table to expand it and show the Current Courses Applied section.

• : Click the node corresponding a CE requirement displaying in the table to collapse it and hide the Current Courses Applied section.

• Jurisdiction: For each CE requirement listed, displays the regulatory jurisdiction associated with the CE requirement.

• Requirement Type: For each CE requirement listed, displays the category or grouping of the CE requirement.

• Assigned Review Date: For each CE requirement listed, displays the date by which the CE requirement is to be completed (usually based on the rules of the entity displaying in the Jurisdiction field, often the expiration date of the related producer license.).

• Required Hour Qty: For each CE requirement listed, displays the total number of course completion credit hours the selected producer must attain to meet the requirement.

• Status: For each CE requirement listed, displays the current status of the selected producer's progress toward meeting the requirement.

• Status Date: For each CE requirement listed, displays the date on which the current value of the Status field was updated.

• Current Courses Applied: Displays information about the selected producer's continuing education coursework that has been applied manually to the producer's CE requirements. Fields include the following:

• Course No.: For each applied CE course listed, displays its state-assigned course ID number.

• Course Name: For each applied CE course listed, displays its state-approved course name.

• Course Hours: For each applied CE course listed, displays the number of credit hours the course completion was worth.

• Completion Date: For each applied CE course listed, displays the end date of the continuing education course.

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

• Provider ID: For each applied CE course listed, displays the unique identifier of the provider of the continuing education course.

• Applied Hour Qty: For each applied CE course listed, displays the total number of course completion credit hours that were applied toward the continuing education requirement.

• Carry Forward Hour Qty: For each applied CE course listed, displays the number of course credit hours from a previous license term that are being applied toward the next license term.

• Carry Forward Review Date: For each applied CE course listed, displays the date by which the CE requirement for the next license term -- toward which the value of the Carry Forward Hour Qty field is being applied -- is to be completed (usually based on the rules of the entity displaying in the Jurisdiction field).

• Ineligible Hour Qty: For each applied CE course listed, displays the number of course completion course hours that are not or cannot be applied toward the continuing education requirement.

• Add/Update/Delete CE Requirements: Click to open the Maintain CE Requirements page, where you can maintain the selected producer's continuing education requirements.  

• Add CE Courses: Click to open the Add CE Courses page, where you can where you can record a CE course completion for the selected producer and apply it to a continuing education requirement.

Controls include the following:

• Return: Click to exit the Maintain CE Applied Courses page and return to the Producer Manager Home  page.

• Previous: Click to return to the prior page and select a different CE requirement.

• Cancel: Click to exit without saving changes.