Uniform Education (EX) Subgroup
Monday, December 5, 2016
10am Alaska / 11am Pacific / 12pm Mountain /1pm Central /2pm Eastern
Please note that registered participants will receive their dial in number upon registration.
For those without internet access or unable to pre-register please dial:
PARTICIPANT DIAL IN (TOLL FREE): 1-877-270-2148
PARTICIPANT INTERNATIONAL DIAL IN: 1-412-902-6510
Please ask to be joined into the Uniform Education (EX) Subgroup call.
Fall National Meeting
Producer Licensing (EX) Working Group
Saturday, December 10, 2016
8:30 – 9:30 a.m. EST
Fontainebleau Miami - Glimmer 5- Level 4
NAIC CE Classroom Course Recommendation
(Adopted by PLWG on May 16, 2016)
The Producer Licensing (EX) Working Group extended the biennial review of the handbook so Working Group members could review all 30 chapters for any additional revisions.
Please note: The Table of Contents and Appendix were pulled from the draft document as they are not confirmed until revisions have been adopted. In addition, any technical edits will not be shown in the draft document. All technical edits will be completed at the NAIC prior to publication.
Below is the adopted revisions to the Handbook adopted by the Producer Licensing (EX) Task Force. The revisions will be presented to the EX Committee at the 2016 Spring NAIC National Meeting.Revisions:
During the 2015 Fall National Meeting the Uniform (EX) Subgroup presented the Producer Licensing (EX) Working Group with a draft of the CE Classroom Course Recommendations. The comment period has been opened until December 11, 2015. The Working Group will hold a conference call prior to the 2016 Summer NAIC National Meeting to discuss and potentially adopt.
The PLWG adopted the Independent Adjuster Licensing Guidelines in 2008. In 2011 Adjuster Licensing (EX) Subgroup created the Independent Adjuster Reciprocity Best Practices & Guidelines document to aid states in achieving adjuster licensing uniformity.
In addition the Adjuster Licensing Subgroup created an Adjuster Licensing Uniformity Chart to evaluate the state implementation process of the independent guidelines and best practices.
The PLWG has continued their focus on achieving continuing education uniformity and reciprocity. Please visit the Uniform Education (EX) Subgroup Webpage for further information and documents that have been created and adopted by the PLWG.
For more information including CE forms and documents please see the CE Reciprocity Webpage.
NAIC Producer Licensing Assessment Report:
Producer Licensing Model Act FAQ
Surveys on Producer Issues
The purpose of the State Licensing Handbook is to give guidance to state insurance departments and regulated entities on how to administer a producer licensing program. It is bas ed on the NAIC's Producer Licensing Model Act, the Uniform Licensing Standards and all guidelines that have been adopted by the Producer Licensing (EX) Working Group. The Handbook includes information on other licenses that a state licensing director may administer, i.e. adjusters. The Handbook assists regulators in continued movement toward uniformity in procedures among the states. The handbook also contains suggested 'best practices' in administering a state licensing program.
The 2013 version of the St ate Licensing Handbook may be purchased from the NAIC Publications Department Click here to access the Publications Catalog.
Testing & Examination State Pass Rates
The Working Group adopted the Revised – Uniform Licensing Standard in 2011. The ULS were fully adopted by the Producer Licensing (EX) Task Force and then the Executive Committee during the NAIC Fall 2011 National Meeting.
Limited Lines: The Working Group discussed the limited lines charge during the 2010 Summer National Meeting. The Working Group adopted a motion for the crop limited lines license requirements and a separate motion for the limited lines travel insurance standards. The Crop and Travel limited lines were then adopted by the Producer Licensing Task Force and the Executive Committee.
The working group was asked to review the full adoption, and uniform interpretation, of the commercial lines multi-state exemption and the commission sharing exemption across all states and provide further guidance. The attached document shows the recommendations provided. The document was fully adopted by the NAIC in 2008.
NAIC Producer Licensing Assessment Report:
The working group was asked to review the compliance with uniform licensing standards and identify those standards that are not generally supported by the local industry organizations at the state legislative level as well as the specific issues associated with non-support. The attached document shows the recommendations provided. The document was fully adopted by the NAIC in 2008
Information regarding resident and non-resident requirements for individual states accepting paper licensing for the Uniform Licensing Applications are available on the NAIC Paper Licensing Map
The mission of the Producer Licensing (EX) Task Force isto: 1) develop and implement uniform standards, interpretations and treatment of producer and adjuster licensees and licensing terminology; 2) monitor and respond to developments related to licensing reciprocity; 3) coordinate with industry and consumer groups regarding priorities for licensing reforms; and 4) provide direction based on NAIC membership initiatives to the NIPR Board of Directors regarding the development and implementation of uniform producer licensing initiatives, with a primary emphasis on encouraging the use of electronic technology.
The Producer Licensing (EX) Working Group supports:
Ongoing Support of NAIC Programs, Products or Services: