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Compliance with Texas Agent Licensing Laws and Regulations - PowerPoint PPT Presentation


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Compliance with Texas Agent Licensing Laws and Regulations. Outline. Annuity Training and CE Medicare Related Products Training and CE Small Employer Health Benefit Plan Certification Continuing Education Compliance – Automated Electronic Resident Applications

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Presentation Transcript

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Outline

  • Annuity Training and CE

  • Medicare Related Products Training and CE

  • Small Employer Health Benefit Plan Certification

  • Continuing Education Compliance – Automated

  • Electronic Resident Applications

  • Electronic Fingerprinting – L1 Identity Solutions

  • Compliance Express – www.Sircon.com


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Introduction

Matt Ray, Deputy Commissioner

Licensing Division

Life, Health and Licensing Program


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Annuity Training and CE

  • HB 1294 – Annuity Training and CE

  • 4 hours Training and 4 hours of CE annually

  • New applicants effective on or after 4/1/2010

  • Existing Licensees effective 1st renewal which occurs on or after 4/1/2010

  • Grandfathered agents not exempt from 4 hour training but are exempt from 4 hour CE


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Medicare Related Products Training

and CE

  • HB 739 – Training and CE

  • 8 hours Training and 4 hours of CE / renewal period

  • New applicants effective on or after 4/1/2010

  • Existing Licensees effective 1st renewal which occurs on or after 4/1/2010

  • Grandfathered agents not exempt from either requirement


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Small Employer Health Benefit Plan Certification

  • SB 0079– Training and CE

  • 8 hours Training and 5 hours of CE / renewal period

  • New applicants effective on or after 4/1/2010

  • Existing Licensees effective 1st renewal which occurs on or after 4/1/2010

  • Grandfathered agents not exempt from either requirement


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Continuing Education Compliance – Automated

  • Electronic Roster Reporting since Feb 2009

  • Electronic CE Provider Registration

  • Electronic CE Course Registration

  • Automated Search of Available Courses

  • Online individualized report on course completions for licensees


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Electronic Resident Applications

  • Online Applications – Coming in May 2010

  • Starting with:

    • Life, Accident and Health

    • Life

  • Increased speed and accuracy


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Electronic Fingerprinting – L1 Identity Solutions

  • Agent/Adjuster Forms page

  • FAST Pass for Electronic fingerprint submission

  • FAST Pass for fingerprint card submission

    • $44.25 payable to L1 Identity Solutions

    • Mailed to L1 Identity Solutions

  • Send receipt from L1 Identity Solutions with application


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Compliance Express – www.Sircon.com

  • Online status of individual license – input:

    • License Number

    • Last Name

  • Individual Roster of CE and Training Completions


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Continuing Education Transcript

Requirements

General Lines Agent

www.sircon.com


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