EDUCATION
Advantage or Part D products or plans are required to take a four-hour Medicare Renewal course each renewal period. • Producers that sell, solicit or negotiate long term care insurance must take a four-hour Long Term Care Partnership course each renewal period after the initial eight hour Long Term Care Partnership course was taken. • Producers that sell, solicit, or negotiate annuity products are required to take a one time four hour course on Annuity products. Title agents/producers are required to have 16 hours of continuing education, including two hours of ethics and two hours of legislative updates. CSRs are required to have 13 hours of continuing education, including three hours of ethics and two hours of legislative updates. Resident adjusters are required to have 24 hours of continuing education, including three hours of ethics and two hours of legislative updates.
If you are looking for quality education to get a block of hours taken care of, note that the CIC classes are approved for 20 hours of CE, including two hours of ethics and one hour of legislative credit. A CIC class, plus the legislative credit hour you get for being a member, will leave you just three CE hours shy (including one hour of ethics) of having all your CE hours, assuming you are a producer. If you are a CSR, you will only be one ethics hour away from having all of your hours. If you take one CIC class a year to maintain your CIC designation, you will not need to worry about your CE at all as long as you have two CIC classes on your transcript. CISR classes work very similarly. Three CISR classes will take care of all of your CE credits. Each CISR class is approved for eight hours of CE, including one hour of ethics and one hour of legislative credit. If you have any questions, please call or email me. I am happy to help you navigate through this. If you just need to look at our calendar to sign up for classes, you can do that at iiaok.com/education.
Retention Strategy
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POLICYHOLDER ACCESS
“ Keep customers connected for better service.” Sara Richards, Business Technology Analyst
Connect your personal lines customers to EMC’s Policyholder Access for better service and satisfaction. This online service allows customers to do everything from manage payments to access valuable safety tips. It’s just one of the many reasons policyholders Count on EMC®.
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POLICY Summer 2013
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