PowerPoint Guidelines

Office of the Commissioner of Insurance
Education Provider Webinar
June 19, 2014
• Introductions
• New exam vendor and administrator for the
prelicensing and continuing education program
• Prelicensing and continuing education
• Definition of the roles of Prometric and Vertafore
• Electronic services review and demonstration
• Wrap-up
Wisconsin OCI
 Nitza Pfaff – Agent Licensing Supervisor
 Laurie Sadowski – Manager, Insurance and Continuing Education
 Tracy Gold – Team Leader, INS and CE
 Mac Greer – State Support Analyst
 Teresa Harris – Government Account Manager
 Melissa Tucker – Project Manager
New Testing Vendor and Administrator for the Wisconsin
Prelicensing and Continuing Education Services
• Effective July 1, 2014, Prometric assumes responsibility for the
licensing examinations, prelicensing and continuing education
• 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
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
• Candidates must make fingerprint reservation online at
• Candidates must apply for the license online on Vertafore at
www.sircon.com or NIPR at www.nipr.com.
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)
WI INS Exams Offered by Prometric
Major Lines
Accident & Health
Personal Lines P&C
Limited Lines
Other License Type
• NOTE: Effective 7/1/2014, Wisconsin will no longer offer the legal expense limited line
Map of Prometric Test Centers
Test Center Info – 6 sites in Wisconsin
Wausau, WI
1 Corporate Drive
Suite 102
Wausau, WI 54401
Eau Claire, WI
1903 Keith Street
1st Floor
Eau Claire, WI 54701
La Crosse, WI
210 South 7th Street
Suite 4
La Crosse, WI 54601
Opens June 27, 2014
Opens July 11, 2014
Opens August 8, 2014
Madison, WI
1721 Thierer Rd, East
Pointe Plaza - 1st Floor
Madison, WI 53704
Ashwaubenon, WI
1525 Park Place
Suite 400
Ashwaubenon, WI 54304
Brookfield, WI
19435 West Capitol Drive
Suite 104
Brookfield, WI 53045
Duluth, MN
2200 London Road
Suite 202
Duluth, MN 55812
Rochester, MN
2001 2nd Street SW
MOGA Building
Rochester, MN 55902
Woodbury, MN
1811 Weir Drive
Suite 340
Woodbury, MN 55125
Bloomington, MN
Northland Center
3600 American Blvd West
Suite 200A
Bloomington, MN 55431
Sycamore, IL
1715 Dekalb Ave
Suite B
Sycamore, IL 60178
Deerfield, IL
770 Lake Cook Road
Suite 200
Deerfield, IL 60015
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.
New Administrator for WI Prelicensing &
Continuing Education Program
• 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 PE/CE Program
Prelicensing education provider and course applications are not
available electronically.
Paper applications must be submitted to Prometric at:
ATTN: WI PE Applications
7941 Corporate Drive
Nottingham, MD 21236
FAQs available at www.prometric.com/wisconsin
Prelicensing Provider
Prelicensing Licensee
Continuing Education Provider
Continuing Education Licensee
Provider’s Process
Prelicensing Education
Continuing Education
A provider application approval must
be made no later than 60 days
following the receipt of the
completed application and all
information required.
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.
A course approval must be made no
later than 30 days following the receipt
of the completed application.
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.
Provider Fees – Effective 7/1/2014
Initial Provider Application
Prelicensing Education
Continuing Education
WI Government, WI University
and Technical Colleges are
exempt from these fees.
Provider Renewal
WI Government, WI University
and Technical Colleges are
exempt from these fees.
WI Government, WI University
and Technical Colleges are
exempt from these fees.
WI Government, WI University
and Technical Colleges are
exempt from these fees.
Course Fee – Effective 7/1/2014
Prelicensing Education
Initial Course Approval
$9.00 per credit hour
Continuing Education
$9.00 per credit hour
$9.00 per credit hour for
Professional Designation
courses: not to exceed 8
times the credit hour fee per
Course Renewal
$8.75 per credit hour
($35 maximum)
$8.75 per credit hour
($35 maximum)
Program Administrator
• 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
Technology Provider
• 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 –
Questions regarding the services available on Compliance
Express should be directed to Vertafore
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?
7941 Corporate Drive
Nottingham, MD 21236
PE/CE Questions: (866) 664-9505
Insurance Examination Questions: (866) 370-3411
E-mail: [email protected]
Office of the Commissioner of Insurance
Telephone: (608) 266-8699
E-mail: [email protected]
Wisconsin Education Services
Provider Services
Agent Services
• Classroom Offering
• Course Renewal
• Continuing Education Course
• Continuing Education Course
• Prelicensing Education Course
• Provider Application (CE only)
• Provider Renewals
• Available Course Offerings
• Approved Courses Inquiry
• Approved Providers Inquiry
• Continuing Education Transcript
• Prelicensing Education
Transcript Inquiry
Making Education Compliance Easier
• The Wisconsin Office of the Insurance Commissioner has
partnered with Vertafore to make education compliance
Enhanced efficiency
Improved online service to education providers
Improved online service to producers
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.
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

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