Course Completions

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.

Contains a table displaying information about courses a producer has completed.

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 Course Completion: Click to open the Add Course Completion page, where you can manually add a course completion to the selected producer's record.

• Course Name: For each course completion listed, displays the name of the education or training course.

• Provider Name: For each course completion listed, displays the name of the organization or person that delivered the education or training course.

• Provider Subscriber ID: For each course completion listed, where applicable displays the education provider's Vertafore subscriber account number.

• Provider Course ID: For each course completion listed, where applicable displays the identifier that the education provider has assigned to the course.

• Category: For each course completion listed, displays the education type or grouping of the course.

• Subcategory: For each course completion listed, where applicable displays the sub-type grouping of the course, such as initial or ongoing.

• Regulatory Body: For each course completion listed, where applicable displays the regulatory or oversight entity that compelled the producer to take and earn credit for the course.

• Credit Hours: For each course completion listed, displays the number of whole and/or partial hours for which the producer has earned credit for completing the course.

• Completion Date: For each course completion listed, displays the date on which the producer completed the course.

• Document Reference: For each course completion listed, where applicable displays an identifier for the documentation certifying that the producer completed the course. May be used to link the course completion to a file in an internal document imaging system.

• Actions: For each course completion listed, offers the following controls:

• Delete Course Completion(): Click to delete a corresponding course completion. A message box will display asking you to confirm your decision to delete the course completion from the producer record. Click the OK button to proceed; click the Cancel button to abort the operation.

• View Supporting Documentation (): Available only for a course added to a producer record from an external data source. Click to open the Data Reconciliation Details page, where you can review the details, source report, and processing messages associated with the automated data reconciliation that obtained the course completion information.

Fields and controls include the following:

• [x]course completions found, displaying[v]to[w]: Displays the total number of course completions saved to the record, and the range in numbers of course completions currently displaying in the Current Courses 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.

• Return: Click to open the producer's record in the Review/Update Producer page.