Introductions North Carolina Insurance in Partnership with Pearson - - PowerPoint PPT Presentation

NORTH CAROLINA DEPARTMENT OF INSURANCE AGENT SERVICES DIVISION BAIL BONDSMEN INDUSTRY DAY February 2013

Introductions

North Carolina Insurance in Partnership with Pearson VUE

Rebecca Shigley, Agent Services Deputy Commissioner

Regional Office Shebbra Toussaint, Client Program Manager Linda Douglas, Regional Operations Manager Tina Montoya, Presenter

Phone: 866-265-6329 Email: NorthCarolinaLicensingOffice@Pearson.com Fax: 888-959-3010 Address: 3200 Atlantic Avenue, Suite 120 Raleigh, NC 27604

Agenda

Renewal Process Request a Duplicate License New License Process (Including Supervisor’s Role) Introduction of Online Examination Reservation Process

Renewal Process

2013 (Odd Year) 2012 (Even Year) Email Notification Account Activation Email* Online Renewal Application Online Renewal Application Continuing Education Tracking Proof of Residency Electronic Fingerprint Submission Release Form Continuing Education Tracking

* If you have not created an account, you will need to complete this step

Online Renewal Application

Online Renewal Application

• Verify Demographic Information
• Step 1 – Enter Application Responses
• Upload supporting documentation
• Pay by credit card, check or money order
• Submit application form
• Step 2 – Pending Review
• Receipt of payment, if by check or money order
• Receipt of continuing education
• Receipt of supporting documentation
• Step 3 – Renewal Application Complete

Login Page

Bookmark this page!!! It will be used to login for all renewal activities. North Carolina web site has a link at www.ncdoi.com under Online Services For Bail Bondsmen and also on the Bail Bond Renewal Website Page

Click this if you have forgotten your username

• r password.

Verify Demographic Information Answer Questions Make Payment Submit Application

Verify Demographics

Bail Bondsmen & Bail Bond Runners are required to verify their demographic information.

Home Page – Step 1

Home page provides directions, current step and CE status

Navigation

Fields marked with an * are required fields Navigating the application, use the Next > and Last>> buttons Use the “Save for Later” button often Use the “Submit Form” only when finished entering application responses and ready to submit payment Buttons are repeated at the bottom of the screen

Section 1 – Background Information Pages 1 - 8

Process is repeated for remaining 7 questions. Select Yes or No If Yes, supporting documentation is required Click “Add File” to Upload document(s) Fax or mail Click Next

Section 3 – Name Affidavit and Section 4 - Attestation Page 9

Click I agree box Click Next

Enter other name used Use the Add New button to enter more than one name

Section 5, 6, 7, 8 and 9 Display Depending on Type of Renewal Page 10

A link is provided to look up NPN numbers Click Submit Form

Enter information being requested Use the Add New button to enter more than one

Complete Form - Payment

Click Edit Order if you want to change any information in the application. Once the application is displayed, click Edit to change any part of the

• application. Click Submit Form when through making changes.

Total Payment Due is displayed Select Payment Option

Checks and Money Orders must be mailed to: Post Office Remittance Address: North Carolina, State of DOI PO Box 742175 Atlanta, GA 30374-2175 Overnight Mail: Bank of America Lockbox Services Lockbox 742175 6000 Feldwood Road College Park, GA 30349

Click Submit Order

Confirm Payment

Click Confirm Payment

Click Edit Payment to change payment method

Confirm Payment

If you paid by check

• r money order, print

this page or a copy of the License Renewal Check Payment Due email sent and include when payment is mailed. Include NPN/license number in the memo field.

Applications are ready for review when payment is received.

Renewal Application Received Email

Payment, CE and supporting documents must be received and reviewed before the renewal application is processed.

Log Out

Application is being reviewed and may be pending payment, supporting documentation or CE.

Continuing Education

A person who receives his/her first bail bond license on or after January 1, 2013, does not have to complete CE requirements until June 30, 2014.

Continuing Education

• 1. Courses must be completed by 6/30/2013
• 2. Education Providers must report course completions within

15 days of completion.

• 3. Education Providers email spreadsheet of rosters to:

NorthCarolinaLicensingOffice@Pearson.com Please label subject line: 2013 CE Course Completion Roster

• 4. Course completions are entered into the North Carolina

License Management System, including spreadsheets already sent to the ASD Office.

• 5. Bail Bondsmen and Bail Bond Runners receive an email when

Continuing Education (CE) is complete and Home Page Continuing Education Status is updated.

Continuing Education Recorded Email

Payment and supporting documents must be received before the renewal application is processed.

Renewal Complete

Renewal Complete Email

License status may be checked after 48 hours through the SBS license lookup on the Department’s website.

Account Activation

If you received an initial license from April 1, 2012 and March 31, 2013 you must complete this step first.

Account Activation Email

• All Bail Bondsmen & Bail Bond Runners that received an initial

license from April 1, 2012 and March 31, 2013 will receive an account activation email.

• Business email address on file will be used
• From email address for email communications is:

NorthCarolinaLicensingOffice@Pearson.com

• Authorization code in the email must be entered exactly
• Create Username and Password
• Log into the North Carolina License Management System

Account Activation Email

Copy authorization code.

Account Activation Page

Paste authorization code from the email. Must be entered exactly the same.

Create Username and Password

Bail Bondsmen & bail bond runners may enter a new user name or use the default – make note of the username. Password must be a minimum of 6 characters.

Login Page

Bookmark this page!!! It will be used to login for all renewal activities. North Carolina web site will have the link at www.ncdoi.com under Online Services For Bail Bondsmen and also on the Bail Bond Renewal Website Page.

Forgot Password or Username

Last Name and Business Email Address will be used to recover the username or password. Email will be sent to Bail Bondsman & Bail Bond Runners similar to account activation email.

Other Functions

Other Functions

History Change Password New Incident FAQ and Contact Us

History

Allows the Bail Bondsmen & Bail Bond Runners to see all transactions

New Incident

Allows the Bail Bondsmen & Bail Bond Runners to send a customer service request 24x7

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THANK YOU!!!!