NAIC’s producer licensing overview, translated into practical steps for agents, students, and managers: reciprocity, NIPR workflows, CE planning, and QA co
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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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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.
NIPR in Practice: A Decision Framework for Licensing, CE, and Compliance Workflows
Learn what NIPR’s PDB and Gateway mean for licensing exam prep, CE planning, and agency compliance workflows—plus a 30-day action plan.
Mississippi Insurance CE Renewal Requirements and Checklist
Mississippi producer CE renewal checklist covering 12-hour and 24-hour first-period rules, ethics, Sircon transcript checks, approved courses, and deadline planning.
NAIC Accreditation: What It Means for Licensing & CE Training Workflows
NAIC accreditation sets baseline solvency standards for state regulators. Learn what it means for insurance licensing exam prep, CE compliance, and manager
Missouri SB 6: Birth-Date License Renewals and a New CE Credit Option
Missouri SB 6 moved producer license renewals to a birth-date schedule and added CE credit for approved association membership (up to 4 hours).
NARAB II (NARAB Reform Act) Field Guide: Multi-State Licensing, CE, and Agency Controls
NAIC’s NARAB II overview, translated into practical steps for nonresident licensing, CE planning, and manager supervision for insurance agencies.
NC Committee Advances HB 737 to End Pre-Licensing Course Hours: How to Protect Pass Rates and Onboarding Quality
NC HB 737 would end the 40-hour pre-licensing course mandate but keep the exam. Practical steps for candidates and agency onboarding/compliance teams.