Maintain CE 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 table listing a selected producer's current CE course information.

Fields and controls include the following:

• Add New Course: Click to open the Add CE Courses page, where you can add new CE course information for the selected producer.

• Delete (): For each CE course listed, click to checkmark the checkbox corresponding to a course that you want to delete.

• Course No.: For each CE course listed, displays the state-assigned course ID number of the selected producer's continuing education course.

• Course Name: For each CE course listed, displays the state-approved course name of the selected producer's continuing education course.

• Status: For each CE course listed, displays the current fulfillment status of the selected producer's continuing education course.

• Course Hours: For each CE course listed, displays the number of credit hours of the selected producer's continuing education course. Maximum 6 numeric characters. May include a decimal point but restricted to a maximum of 2 characters succeeding the decimal point.

• Course Category: For each CE course listed, displays the type or grouping of the selected producer's continuing education course.

• Completion Date: Available only for courses with aStatusof Completed. For each CE course listed, displays the date on which the producer completed the continuing education course.

• Provider Name: For each CE course listed, displays the name of the provider of the selected producer's continuing education course.

• Provider ID: For each CE course listed, displays the unique identifier of the provider of the selected producer's continuing education course.

• Actions: For each CE course listed, offers controls you can use to update the course. Controls include the following:

• Edit (): Click to move the information of a selected CE course to the edit fields in the Update Course section, where you can update it.

Offers edit fields to update a selected CE course.

Fields and controls include the following:

• Clear: Click to remove all current information from the edit fields.

• Course Number: Enter a state-assigned course ID number. Maximum 25 characters.

• Course Name: Enter a state-approved course name. Maximum 150 characters.

• Status: From the dropdown menu, select the current fulfillment status of the selected producer's continuing education course.

• Course Hours: Enter the number of credit hours of the selected producer's continuing education course. Maximum 6 numeric characters. May include a decimal point but restricted to a maximum of 2 characters succeeding the decimal point.

• Course Category: From the dropdown menu, select the type or grouping of the selected producer's continuing education course.

• Completion Date: Enter the date on which the producer completed the continuing education course. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.

• Provider ID: Enter the unique identifier of the provider of the continuing education course. Maximum 50 characters.

• Provider Name: Update the name of the provider of the continuing education course. Maximum 72 characters.

Fields and controls include the following:

• Delete: With the Delete checkbox checkmarked corresponding to one or multiple CE courses listed in the Current Courses section, click to delete the selected courses from the selected producer's record.

• Save: Click to save all changes and refresh the page.Return: Click to open the selected producer's record in the Review/Update Producer page. If changes are not saved first, they will be discarded.