NORTH CAROLINA DEPARTMENT OF INSURANCE AGENT … Bond Industry Day Presentatio… · DEPARTMENT OF INSURANCE AGENT SERVICES DIVISION BAIL BONDSMEN INDUSTRY DAY February 2013. Introductions

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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 or 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 or 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.

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

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

Presentation Title runs here l 00/00/00 57

THANK YOU!!!!

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