education provider webinar june 19, 2014 office of the commissioner of insurance vertafore prometric
TRANSCRIPT
Education Provider WebinarJune 19, 2014
Office of the Commissioner of InsuranceVertaforePrometric
Agenda
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• Introductions
• New exam vendor and administrator for the prelicensing and continuing education program
• Prelicensing and continuing education overview/changes
• Definition of the roles of Prometric and Vertafore
• Electronic services review and demonstration
• Wrap-up
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Introductions
Wisconsin OCI Nitza Pfaff – Agent Licensing Supervisor
Prometric Laurie Sadowski – Manager, Insurance and Continuing Education Tracy Gold – Team Leader, INS and CE
Vertafore Mac Greer – State Support Analyst Teresa Harris – Government Account Manager Melissa Tucker – Project Manager
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• Effective July 1, 2014, Prometric assumes responsibility for the licensing examinations, prelicensing and continuing education services.
• Pearson VUE will continue to administer the licensing exams and review provider/course applications until June 30, 2014.
• Prometric exam registration service will be available on June 15, 2014. Candidates will be able to schedule their examinations for test dates on or after July 1, 2014.
• Examination fee remains $75 per LOA
New Testing Vendor and Administrator for the Wisconsin Prelicensing and Continuing Education Services
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Overview of Licensing Requirements
• Candidates must complete 20 hours prelicensing class for major lines LOAs and 16 hours prelicensing training for navigator license.
• Candidates should review the Wisconsin Licensing Handbook for exam and licensing requirements. (currently available at www.prometric.com/wisconsin; available in print in July)
• Candidates can register online to take the exam at www.prometric.com/wisconsin.
• Candidates must make fingerprint reservation online at www.fieldprintwisconsin.com.
• Candidates must apply for the license online on Vertafore at www.sircon.com or NIPR at www.nipr.com.
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Exam Scheduling and Registration
• Prometric is now accepting registrations for exams delivered on or after July 1, 2014
• Register online at www.prometric.com/wisconsin
• Via telephone by calling (866) 370-3411 Between 8 am and 9 pm (CST), Monday - Friday Between 10 am and 3 pm (CST), Saturday - Sunday
• Via fax or mail (see Wisconsin Licensing Handbook)
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WI INS Exams Offered by Prometric
Major Lines
• Life
• Accident & Health
• Property
• Casualty
• Personal Lines P&C
Limited Lines
• Credit
• Title
Other License Type
• Navigator
• NOTE: Effective 7/1/2014, Wisconsin will no longer offer the legal expense limited line examination.
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Map of Prometric Test Centers
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Test Center Info – 6 sites in Wisconsin
:
Wausau, WI1 Corporate DriveSuite 102Wausau, WI 54401
Opens June 27, 2014
Eau Claire, WI1903 Keith Street1st Floor Eau Claire, WI 54701
Opens July 11, 2014
La Crosse, WI210 South 7th StreetSuite 4La Crosse, WI 54601
Opens August 8, 2014
Madison, WI1721 Thierer Rd, EastPointe Plaza - 1st FloorMadison, WI 53704
Ashwaubenon, WI1525 Park PlaceSuite 400Ashwaubenon, WI 54304
Brookfield, WI19435 West Capitol DriveSuite 104Brookfield, WI 53045
Duluth, MN
2200 London RoadSuite 202Duluth, MN 55812
Rochester, MN
2001 2nd Street SWMOGA BuildingRochester, MN 55902
Woodbury, MN
1811 Weir DriveSuite 340Woodbury, MN 55125
Bloomington, MN
Northland Center3600 American Blvd West
Suite 200ABloomington, MN 55431
Sycamore, IL
1715 Dekalb AveSuite BSycamore, IL 60178
Deerfield, IL
770 Lake Cook RoadSuite 200Deerfield, IL 60015
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Annual Exam Review Workshops
• Annual in person meetings in Madison, WI. Estimated to begin in Spring 2015.
• Recruitment of subject matter experts.
• Emphasizes Prometric’s commitment to our practice of reviewing examinations, items and content outlines.
• Remain current with regulatory and statutory changes.
• Provide recommended revisions, additions and deletions to the content outlines and examination items resulting from our monitoring activities are made in accordance with the state and Prometric.
Prelicensing and Continuing Education Overview/Changes
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• Effective July 1, 2014, CE courses will renew every 2 years at the end of the month in which the course was approved. All CE courses that have renewal dates of 6/30/2014 or earlier will not be updated until after the renewal has been processed.
• All CE course renewals 6/30/2014 or earlier will be charged the current fee ($10 per credit not to exceed $40)
• All CE course renewals for July 1, 2014 or later will be charged the new fee of $8.75 per credit, not to exceed 4 times the credit hour fee per course (not to exceed $35).
• Starting with the July CE course renewals, the renewals will generate 60 days in advance rather than 77 days in advance.
New Administrator for WI Prelicensing & Continuing Education Program
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Prelicensing education provider and course applications are not available electronically.
Paper applications must be submitted to Prometric at:Prometric
ATTN: WI PE Applications7941 Corporate Drive
Nottingham, MD 21236
FAQs available at www.prometric.com/wisconsin- Prelicensing Provider- Prelicensing Licensee- Continuing Education Provider- Continuing Education Licensee
New Administrator PE/CE Program
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Provider’s Process
Prelicensing Education Continuing Education
Application Approval
A provider application approval must be made no later than 60 days following the receipt of the completed application and all information required.
A course approval must be made no later than 30 days following the receipt of the completed application.
An application approval must be made no later than 60 days following the receipt of the completed application and all information required.
A course approval must be made no later than 30 days following the receipt of the completed application.
Renewal Each school/course renews on August 30th each odd numbered year after approval.
Provider renews on July 31st of each even numbered year after approval. Course renews at the end of the month after 2 years from the date the course was approved. Note: a course may only be renewed if it has not substantially changed since it was originally approved.
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Provider Fees – Effective 7/1/2014
Prelicensing Education Continuing Education
Initial Provider Application $45.00
WI Government, WI University and Technical Colleges are exempt from these fees.
$45.00
WI Government, WI University and Technical Colleges are exempt from these fees.
Provider Renewal $45.00 WI Government, WI University and Technical Colleges are exempt from these fees.
$45.00 WI Government, WI University and Technical Colleges are exempt from these fees.
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Course Fee – Effective 7/1/2014
Prelicensing Education Continuing Education
Initial Course Approval
$9.00 per credit hour $9.00 per credit hour
$9.00 per credit hour forProfessional Designation courses: not to exceed 8 times the credit hour fee per course.
Course Renewal $8.75 per credit hour($35 maximum)
$8.75 per credit hour($35 maximum)
Definition of the Roles of Prometric and Vertafore
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• Prometric Administers insurance exams
Approves and disapproves CE and PE providers, courses and instructors based on guidelines from OCI
Ensures compliance with program standards, policies and procedures on behalf of OCI
Conducts classroom and online course audits and report findings to the OCI
Consults with OCI to develop, publish and distribute insurance education program publications, notices and printed correspondence
Point of contact for all insurance education communications through letters, e-mail, toll-free phone numbers and the Web site
Program Administrator
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• Vertafore
Provides the systems solution for the insurance CE program
Maintains an integrated data base that tracks all insurance PE/CE information for intermediaries, navigators and providers
Enables providers and licensees the ability to process transactions electronically through Vertafore’s Compliance Express – www.sircon.com
Questions regarding the services available on Compliance Express should be directed to Vertafore
Technology Provider
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Customer Support
Need technical assistance. How do I contact Vertafore? Telephone: (517) 381-3860 E-mail: [email protected]
Questions about the PE/CE program. How do I contact Prometric?
Prometric 7941 Corporate DriveNottingham, MD 21236
PE/CE Questions: (866) 664-9505Insurance Examination Questions: (866) 370-3411E-mail: [email protected]
Office of the Commissioner of InsuranceTelephone: (608) 266-8699E-mail: [email protected]
Electronic Services Review
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Provider Services• Classroom Offering Maintenance• Course Renewal• Continuing Education Course
Application• Continuing Education Course
Completions• Prelicensing Education Course
Completions• Provider Application (CE only)• Provider Renewals
Agent Services • Available Course Offerings
Inquiry
• Approved Courses Inquiry
• Approved Providers Inquiry
• Continuing Education Transcript Inquiry
• Prelicensing Education Transcript Inquiry
Wisconsin Education Services
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Making Education Compliance Easier
• The Wisconsin Office of the Insurance Commissioner has partnered with Vertafore to make education compliance easier!
Enhanced efficiency
Improved online service to education providers
Improved online service to producers
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Getting Started
How do I get started? Go to www.sircon.com, click on the link for
Education Providers and fill out the Vertafore provider registration form. Vertafore will send you login information via e-mail and call you with the secure password for your account.
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Monthly Invoice and Billing File
• The provider/school will receive a monthly invoice for all transactions processed during the previous month
The monthly invoice contains a summary of fees for each type of transaction processed in each state
Provider can also download a copy of the invoice on Compliance Express
Questions?
Live Demonstration