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Compliance with Texas Agent Licensing Laws and Regulations

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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Compliance with Texas Agent Licensing Laws and Regulations

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  1. Compliance with Texas Agent Licensing Laws and Regulations

  2. 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

  3. Introduction Matt Ray, Deputy Commissioner Licensing Division Life, Health and Licensing Program

  4. 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

  5. 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

  6. 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

  7. 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

  8. Electronic Resident Applications • Online Applications – Coming in May 2010 • Starting with: • Life, Accident and Health • Life • Increased speed and accuracy

  9. 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

  10. Compliance Express – www.Sircon.com • Online status of individual license – input: • License Number • Last Name • Individual Roster of CE and Training Completions

  11. Continuing Education Transcript Requirements General Lines Agent www.sircon.com

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