What do you do if you need to meet the continuing education requirements in the insurance industry?

1 Choose your courses

The first step is to choose the courses that match your license type, state requirements, and professional interests. You can find a variety of online and in-person courses offered by approved providers on topics such as ethics, law, risk management, and specific lines of insurance. Some courses may be mandatory, while others may be elective. Make sure you check the course description, duration, and delivery method before you enroll. You may also want to compare prices, reviews, and availability of different providers.

2 Complete your courses

The next step is to complete your courses within the time frame specified by your state. Depending on the course format, you may need to attend live sessions, watch recorded videos, read materials, or take quizzes. You should also keep track of your completion certificates, which serve as proof of your CE credits. Some providers may send them to you by email or mail, while others may allow you to access them online. You should also keep a record of the course name, provider name, date, and number of credits for each course.

3 Report your credits

The final step is to report your credits to your state insurance department or commission. Some providers may report them for you automatically, while others may require you to submit them yourself. You should check the reporting deadlines and procedures for your state and follow them accordingly. You may need to fill out forms, pay fees, or upload documents to verify your CE credits. You should also keep copies of your reports and receipts for your own records. If you fail to report your credits on time, you may face penalties, fines, or license suspension.

4 Renew your license

Once you have reported your credits, you are ready to renew your license for another renewal period. You should check the renewal requirements and fees for your state and submit your application before the expiration date of your current license. You may need to provide proof of your CE credits, identity, and other information. You should also update your contact details and any changes in your professional status. You should receive a confirmation of your renewal and a new license card or certificate.

6 Plan ahead

The last tip we have for you is to plan ahead for your next renewal period and avoid procrastination. You can do this by setting a goal for how many CE credits you want to earn each month or quarter, and choosing the courses that interest you in advance. You can also schedule your courses around your work and personal commitments, and set reminders for yourself to complete them on time. By planning ahead, you can avoid the stress, hassle, and risk of missing your CE requirements and losing your license.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?