Producer Profile -> CE & Training

Jim Friend -

This article describes how producers can use the CE & Training page to provide proof of current training certifications and any designations they hold.  Training certifications that can be added here include Anti-Money Laundering, Best Interest, Annuity and Long Term Care state product training, AHIP Medicare, and Federally-facilitated Marketplace (FFM) training.

This page contains two tabs: Certifications and Course History. Use the Certifications tab to add and view current training certifications. The course history tab shows all the producer's training courses added or retrieved from various providers.


Certifications Tab 

     1. Training Concierge 

     2. Anti-Money Laundering 

     3. Best Interest 

     4. Annuity State 

     5. LTC State 

     6. AHIP Medicare 

     7. Fed Marketplace 

     8. Designations 

Course History Tab

 

Certifications Tab 

This section shows all of the producer's most recent training certifications according to the records added directly or retrieved automatically from various training providers. This section is made up of the following 8 sections. 
     mceclip0.png

 

1. Training Concierge

Enter your training provider login credentials in the Training Concierge to have SureLC actively monitor your training provider accounts and retrieve your completed training course information directly from their websites. This makes it easy to keep your information up to date automatically. 

Note: Your login credentials are encrypted and stored securely. This information is ONLY used to retrieve your training information for the purpose of contracting with insurance carriers.

     mceclip5.png

 

How to use the Training Concierge:

Step 1: Select the name of the training provider. In the following example "QuestCE, Inc." was selected. 

Step 2: Read the terms and then enter your username and password for the training provider's web site. 

Step 3: Select "Retrieve Courses" to have SureLC automatically import your training information. Once imported, SureLC will continue to actively monitor and import any new training courses completed through that provider. 

     mceclip10.png

Please note: If you cannot remember your password use the link provided to be redirected to the provider web page where you can reset it. 

Back to Top

 

2. Anti-Money Laundering

This section shows the producer's most recent AML training. When AML training is required for new carrier contract requests, producers MUST provide proof they have met this requirement by specifying the AML training they completed most recently.  In the following example, the producer has provided AML certification information received from Quest CE completed on 8/1/2020.  

      mceclip8.png

Edit - Use the edit button to modify existing AML training information such as the provider name, course name, and completion date.

Remove - Use the remove button to delete the selected training course.

Add Certification -  Select to add AML training information.  

Start Training - Click to complete AML training with various course providers, including SuranceBay

Back to Top

 

3. Best Interest 

Best Interest training is required in certain states for producers who want to sell annuity products. This section allows producers to provide proof of current Best Interest training in those states.

      mceclip1.png

Add Training - Select to add any current Best Interest training certifications not already displayed.

Back to Top

 

4. Annuity State

Annuity State product training is required in certain states for producers who want to sell annuity products. This section allows producers to provide proof of current annuity state product training in those states. In this example, the producer is licensed in ALL of the states listed below.

     mceclip2.png

State Icons - Select any state icon for more information about the annuity product training requirement in that state. A green state indicates the training requirement has been met. A grey state indicates product training is not required in that state (i.e. NC/NV). A yellow state indicates the product training requirements have not been satisfied in that state.

Reciprocity - Some state product training certifications automatically cover additional states. In the following example, Arizona annuity product training automatically covers MA which is indicated by the following message.    

      mceclip3.png

Add Training - Select to add any current annuity state product training certifications not already displayed.

Back to Top

 

5. LTC State

Long Term Care (LTC) State product training is required in certain states for producers who want to sell LTC products. This section allows producers to provide proof of current LTC state product training in those states.

      mceclip12.png

State Icons - Select any state icon for more information about the LTC product training requirement in that state. A green state indicates the training requirement has been met. A grey state indicates product training is not required in that state. A yellow state indicates the LTC product training requirements have not been satisfied in that state.

Reciprocity - Some state product training certifications automatically cover additional states.

Add Training - Select to add any current LTC state product training certifications not already displayed.. 

Back to Top

 

6. AHIP Medicare

AHIP Medicare certification is required when producers want to sell Medicare products. In the following example, the producer does not have AHIP Medicare certification. 

      mceclip0.png

Add Training- Select to add any AHIP Medicare training certifications not already displayed.

Back to Top

 

7. Fed Marketplace

This section is used to manually add Federally Facilitated Marketplace training information. Click the "Add Training" button to add and upload proof of your FFM training course and details. 

      mceclip2.png

Add Training- Select to add any Fed Marketplace training certifications not already displayed.

Back to Top

 

8. Designations

This section is used to add or confirm any professional designations producers may hold. 

Select the arrow on the top right for more information and options. 

      mceclip16.png

 

SureLC automatically searches designationcheck.com for the producer's name and adds any possible matching results to the list of possible designations, displayed in yellow.  Select each designation icon to see more information about that possible designation and to confirm whether it is a correct match.  Select Yes to confirm the designation is correct or No to remove the incorrect designation.

      mceclip17.png

Click Add Designation to add any professional designations not already displayed.  

Back to Top

 

Course History Tab

Select the Course History tab to view all courses that have been added or retrieved for the producer. Courses are listed from newest to oldest. 

  mceclip2.png    

From the course history screen users can:

1. Rescan - Use to check for updates from public sources such as Sircon and State-Based Systems (SBS).  Training information is retrieved from these sites automatically.

2. Search - Locate courses by name.

3. Filter - Use the funnel icon to resort the list by course type.  

4. Add - Select to add training courses not already listed. 

5. PDF Icon - Select to view the certification document. 

6. Source link - Select the link to open the website from where the information was retrieved. 

 

 

 

 

 

 

 

 

 

 

Have more questions? Submit a request

Comments