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By the end of this insurance continuing education course, agents should fully understand:
This course will help agents to understand and explain to clients the coverages needed by employers due to various state and federal laws, the forms and endorsements available to meet those needs, and assist agents in recommending the proper coverage forms and endorsements for their client’s needs, allowing agents to provide better service to their clients.
New York State Requirements
Continuing Education Hours
Agent and Public Adjuster
Course Subject Requirements
Continuing Education Compliance Date
Type of courses accepted for CE Credit
Independent self study courses (with monitored final exams, including internet and computer based courses), Classroom, Speeches/seminars
Credit will not be given for a course that is repeated.
Self-study final exams are required to be monitored by a state approved individual or organization.
Method to Certify Completion
You will be able to print your certificate of completion online once you have completed your exam. The licensee certifies compliance with CE at time of online license renewal and retains certificates of completion for renewal period. Licensee must submit CE filing fee with license renewal fee.
For Additional Information please Contact:
New York State Insurance DepartmentLicensing BureauOne Commerce PlazaAlbany, NY 12257PHONE: (518) 474-6630 or (518) 486-7296FAX: (518) 474-5048
State Website: http://www.dfs.ny.gov/insurance/dfs_insurance.htm
System Requirements: Please note that Mozilla firefox 20 download here or Internet explorer 9 or higher: Download here are required to view our website when you wish to access the learning center. You should also note that taking courses over a wireless internet connection is not advised. When taking your exams you should try to be on a wired internet connection to your computer.
If you prefer, however, you may purchase a printed book and/or printed exam at additional cost.
You have 3 options if purchasing the course outside a subscription:
For options 2 and 3, you will be able to choose either regular or express shipping during checkout.
Please choose your option carefully! There is no refund for printed materials or exams ordered by mistake!
If your state requires monitored exams, you must have your monitor sign-in and follow the monitor instructions BEFORE you begin the exam. See the State Information tab, Monitor tab and Help Center for more information.
Your voucher covers an online book, online exam, grading and one CE certificate for insurance. It DOES NOT INCLUDE printed books, printed exams, state fees or CE certificate(s) or reporting for additional designations or types of CE, although they are available as options for additional charge.
If you choose printed books or exams, you will be charged the balance due during checkout.
If your state charges a fee to report your credit, this fee is due from you. When you check-out, you must pay this fee in order to access the course and obtain CE credit.
After you pass your exam, you will be able to purchase CE certificates for professional designations such as CFP, CPE, etc. you will be charged $10 for each one. Please DO NOT order these additional certificates unless you currently hold that professional designation. There are NO REFUNDS for additional certificates ordered and not needed.
You can download your fillable monitor form by clicking here. The following, after being approved by the Department, may monitor self study examinations: To find a New York State approved monitor click here.
A Provider Organization accepting a Self Study Examination from a monitor must satisfy itself that the monitor has been approved by the Department by obtaining a copy of a Monitor Approval Document or any Approval Documents for the above issued by the Department. The responsibilities of an approved monitor shall include assuring that the examination is administered in accordance with the Course Approval issued by the Department, that only approved manuals or schedules necessary for completion of the examination are used and that the examination is forwarded with the appropriate documents to the Provider Organization for scoring.
Applications for Department approval of Self Study Examination Monitors may be obtained from:
Many of our Insurance CE courses are also approved for CE credit for agents who hold professional designations such as CLU, ChFC, CFP. The type of CE credit and number of hours approved are listed above in the course description.
If you do not hold a professional designation and do not need any type of CE other than for your insurance license renewal, please do not order a PACE or CFP certificate. It will not benefit you and once ordered, there are no refunds!
There are no refunds for certificates ordered by mistake!
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Sandi Kruise Insurance Training is a nationwide provider for Insurance CE and California Pre License courses .