CE Courses

Available on individual producer records only.

Most states require individual producers to complete continuing education coursework, totaling a certain number of credit hours, as a condition to maintaining their resident licenses.

Use the CE Courses data section of a producer record to review continuing education coursework that a selected producer has completed and that may apply toward the producer's CE Requirements.

ClosedView screen capture

To review a producer's CE Courses, click the CE Courses link in the Quick Links box of a producer record that is open in the Review/Update Producer page.

The CE Courses data section includes the following fields and controls:

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

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

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

  • Status: For each CE course listed, displays its current fulfillment status.

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

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

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

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

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

  • Update/Delete CE Courses: Click to open the Maintain CE Courses page, where you can update or delete an existing recorded CE course completion for the selected producer.

Tips

Continuing education requirement and applied course information can be loaded to a batch of producer records through a custom data load, performed by Vertafore Managed Services. For more information, consult your Vertafore representative.