Our clients have the option of electing a service to manage the continuing education compliance administration of their programs in the field. This service would include courses we submit on your behalf and/or courses that were previously approved!
- Course, Provider, and Instructor Renewals... We will electronically track and process all course, provider, and instructor approval renewals in each jurisdiction. Clients are provided with timely alerts to exercise their option to have us renew their programs.
- Course Record Maintenance... Complete course records, that comply with all of the various state continuing education compliance requirements, are created from the documentation returned to us by your instructors following each instructional program. To meet State Insurance Department, NASBA, and State Bar audit requirements, all records are maintained on our client’s behalf for seven years.
- Pre-Class State Notifications... In accordance with state regulations and well in advance of each scheduled class, we will notify every jurisdiction represented by those students who will be attending your program. Clients simply notify us online of their intent to conduct a class and we take it from there!
- Instructor Support... Our staff will send each instructor a packet of course administration forms two weeks before a scheduled class. This is followed by a personal telephone call placed one week before the class to confirm receipt of the packet of forms and to answer any questions the instructor may have concerning the outlined compliance requirements.
- Post-Course Credit Reporting... Where required and in accordance with state reporting deadlines, student continuing education credit reporting rosters are prepared and transmitted to each State Insurance Department or their administrative representative.
- Issuance of Certificates of Course Completion... Following the verification of each student’s class attendance or their scoring a passing grade on a correspondence exam, a state-approved Certificate of Course Completion is prepared and distributed to each course participant.
- Classroom Course Support... We will provide your approved course instructors with the necessary compliance documentation forms including state approved Sign-In/Sign-Out sheets, course evaluation forms, a copy of the state approved presentation outline for “on-site” Insurance Department audits, and detailed compliance instructions.
- Self-Study Course Support... If you offer self-study correspondence courses, we have the capability to provide same-day grading service of “hard-copy” examination answer sheets and/or access to a state approved online testing system.