NAIC market conduct guidance highlights MCAS and exam tools. Use this operator brief to tighten licensing prep, CE compliance, and manager controls.
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Insurance Licensing & CE Blog
Practical updates for exam prep, continuing education, compliance, agency training, and course planning.
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South Dakota’s Move to NAIC SBS: What It Changes for Licensing & CE Workflows
South Dakota is the 36th NAIC member to implement SBS. Learn what it means for licensing, renewals, CE tracking, and manager compliance workflows.
Texas Agent Licensing Changes (HB 4030): A Field Guide for CE, Onboarding, and Supervision
Texas HB 4030 updates: ethics CE rises to 3 hours for certain renewals, license conversions, end of subagent status, and nonresident impacts. Action steps
How the NAIC State Licensing Handbook Can Sharpen Your Licensing & CE Workflow
Use the NAIC State Licensing Handbook (2020) to improve licensing exam prep, CE planning, and agency compliance workflows with practical steps for students
Ohio Insurance CE Renewal Requirements and Checklist
Ohio ODI launched an online CE status tool. Use this field guide to set CE checks, transcript capture, roster QA, and manager supervision steps.
Field Guide: Using Free, State-Reported CE to Stay Compliant (and Sharpen Core Coverage Skills)
A sponsored release says Alliance offers 3 free self-paced CE courses for new accounts in select states. Use this guide to plan CE, QA, and compliance.
Producer Licensing Field Guide: Reciprocity, NIPR Workflows, and CE Controls
NAIC’s producer licensing overview, translated into practical steps for agents, students, and managers: reciprocity, NIPR workflows, CE planning, and QA co
Vertafore–Sircon Deal: A Field Guide for Licensing, Appointments, and CE Tracking Workflows
What Vertafore’s planned Sircon acquisition signals for licensing, appointments, renewals, and CE tracking—plus practical steps for agents, students, and m
How to Use the NAIC Spring 2024 PR-20 Chart to Tighten Licensing & CE Workflows
Use NAIC’s Spring 2024 PR-20 chart to align state-specific prelicensing, exam, and CE requirements with better study plans and compliance workflows.
Washington Moves Producer Licensing Online: A Decision Framework for Agents, Managers, and Education Teams
Washington OIC moved producer licensing online-only. Use this framework to update renewals, appointments, CE records, and onboarding workflows.