Learning Management · Insurance Agencies

Producer CE hours and ethics credits tracked by state, so renewal season stops being a scramble

In insurance agencies, a training gap shows up as a citation, a lawsuit, or a lost license, not just a missing checkbox. isolved Learn & Grow, resold and configured by BEG, assigns required courses by role, tracks completions and renewals, and gives you audit-ready proof on demand, for insurance agencies teams and all 50 states.

Exact monthly and annual price - no call required

One systemEvery course and completion in one place

Built for InsuranceConfigured to your roles and requirements

90 secTo your instant estimate

The Training Problem

Where training compliance actually bites in insurance agencies

24 credits

Typical biennial CE requirement under NAIC’s uniform standard

Most states following the NAIC Uniform Licensing Standard require 24 CE credits per 2-year period, including a mandatory ethics component.

3 hours

Ethics credit typically required per cycle

Under the NAIC uniform standard, at least 3 of the 24 required credits must be in ethics, a requirement nearly every state has adopted in some form.

50 states

Different rules to track if you write business broadly

CE hour totals, ethics minimums, and renewal cycles vary by state, and a producer licensed in multiple states has a different deadline in each one.

How It Works

From scattered training to one tracked system in three steps

BEG configures isolved Learn & Grow to your requirements

Your roles, required courses, and renewal schedules get built in around how insurance agencies actually trains, not a generic template.

Assign courses and upload your own content

Use the isolved course library or upload your own videos, documents, and quizzes, then assign them by role, location, or team.

Track completions and stay audit-ready

Every completion, score, and due date is tracked automatically, so your team stays current and you can prove it on demand.

What This Solves

Training built for how insurance agencies teams actually operate

Assign CE tracks by state and license type

isolved learn and grow lets you build state-specific CE requirements, including ethics hours, for every producer, so multi-state agents are not guessing at what applies where.

Track renewal deadlines before they lapse

Automated alerts flag a producer approaching their biennial renewal deadline in any state they hold a license in.

Prove CE completion during a market conduct exam

Pull a dated completion report by producer and state, ready for a Department of Insurance audit or E&O carrier request.

Further reading and sources: NAIC, Producer Licensing Model Act, Chapter 14, Continuing Education, NAIC, producer education and examination requirements chart, Learning management system, overview.

Go Deeper

More on learning management and the rest of the BEG stack

See the platform itself

Inside isolved Learn & Grow: what the platform actually does.

Check pricing

See pricing for isolved Learn & Grow.

Payroll for your team

Managed payroll services, fully handled in your existing system.

Want the whole platform?

isolved HCM puts payroll, HR, time, benefits, and Learn & Grow on one platform.

← Back to Learning Management System overview

Ready?

See your isolved Learn & Grow price before you talk to anyone

Exact monthly and annual price - no call required

Questions

Learning management for insurance agencies, answered

Do we need to track CE hours differently for producers licensed in multiple states?

Yes. Each state sets its own CE total and ethics minimum, though most follow the NAIC uniform standard of 24 credits per 2 years with 3 in ethics. isolved learn and grow tracks each producer’s requirement and deadline state by state.

How do we prove ethics CE compliance if the Department of Insurance audits us?

You can generate a dated completion report showing each producer’s ethics hours against their state’s requirement, which satisfies most market conduct exam and audit requests.

Can we upload our own training content?

Yes. Alongside the isolved course library, you can upload your own videos, documents, slide decks, and quizzes, so your specific insurance agencies training lives in one system.

What does isolved Learn & Grow cost?

It is bundled into the Grow tier of isolved HCM at no separate module charge. Your total is the Grow tier per-employee rate, which starts at $45 per employee per month and includes the full talent suite. Get an instant estimate on screen in about 90 seconds.

Do you serve employers in my state?

Yes. BEG configures and supports isolved Learn & Grow for insurance agencies employers in all 50 states, delivered remotely nationwide.

Ready?

See your price before you talk to anyone.

Answer a few questions, get your exact number in about 90 seconds. No call required, no commitment.

Exact monthly and annual price - no call required