Every Class Ends With a Roster to File
Producers finish on their own schedule, and every finished course is another roster due to the state. Building them by hand never stops.
- NPNs copied off sign-in sheetsAnd the calls when a producer's hours don't show up on their record.
- A roster per course and dateEach one entered, counted and checked before it can go.
- Deadlines that keep comingA busy week of classes still has to be filed within days.
Set Up in Minutes, Then It Runs
Start from the SBS Format
Choose "Start from a board's format" and pick NAIC State Based Systems (SBS). The roster layout and the file name are set for you.
Answer a Short Setup
Your state and SBS provider ID once, and which registration question holds the NPN. No question yet? The setup creates one, with its format check.
Upload the Ready File
The week's completions arrive by email in one roster file, every course and date with its producers and its count, ready to upload as is.
- Column 1, header: Header: Record type, from: Fixed text : H
- Column 2, header: Header: State, from: Fixed text : wi Formatting:Trim spaces, thenUPPER CASE
- Column 3, header: Header: Provider ID, from: Fixed text : 0045187 Formatting:Trim spaces
- Column 4, header: Header: Course ID, from: Credit field › SBS course number Formatting:Trim spaces
- Column 5, header: Header: Completion date, from: Completion › Completion date Formatting:Write the date as
%Y%m%d - Column 6, header: Student: Record type, from: Fixed text : S
- Column 7, header: Student: NPN, from: Registration field › National Producer Number (NPN) Formatting:Digits only
- Column 8, header: Student: State license number, from: Registration field › Insurance license number Formatting:Trim spaces
- Column 9, header: Student: SSN, from: Fixed text : Text for every row
- Column 10, header: Student: License class, from: Fixed text : Text for every row
6 more columns
Your Roster File, Built While You Teach
NPNs Checked on the Form
A mistyped NPN is caught while the producer is still registering, by the person who knows the number.
Course Numbers Typed Once
The state's SBS course number goes on the credit once, and every producer who completes it is filed under it.
Every Course in One Upload
Each course and completion date gets its own roster and count, all lined up in a single file.
On Your Schedule
Weekly, or daily when you're busy, emailed to whoever uploads, well inside your state's deadline.
Producers Reported by NPN
Every producer is filed under their NPN and last name, so your form never needs a Social Security number.
Every File on Record
A preview before each send, and Send History with a download and Resend for a year after.
Carrier Training, Association Seminars and Online CE, on One Platform
Whether you train the agents who sell your products or run a full catalog of online CE, the roster file comes out of everything else you already run.
- Registration that does the collectingNPN, license number and anything else you need, asked once.
- Classroom, webinar and self-pacedCheck-in at the door, Zoom and GoToMeeting attendance sync, or video courses producers take on their own time.
- Quizzes and evaluations before creditOnly producers who finished are reported.
- Certificates producers keepIssued on completion and kept in their Learning History.
Questions from Insurance CE Providers
How long does setup take?
One short sitting. Choose "Start from a board's format" in a Spreadsheet Report and pick NAIC State Based Systems (SBS), enter your state and SBS provider ID, choose your NPN question or let LecturePanda create it, and add the SBS course number to each credit. We're glad to set it up with you on a call using one of your own courses.
What do we need to have ready?
Your SBS provider ID for the state and each course's SBS course number. LecturePanda takes care of the roster layout, the counts, the dates and the schedule.
What if a producer types their NPN wrong?
The NPN question checks the entry as the producer registers, so a stray letter or an extra digit is fixed on the spot by the person who knows their number. The preview shows the next file's rows before it goes, and Send History keeps every file, with its rows, for a year.
We teach in several SBS states. Does that work?
Yes. Set up a report for each state with that state's provider ID, give the course a credit for each state's producers with that state's course number, and attach the state's report to it. Each state gets its own roster file, every producer reported once.
Does it work for carrier and agency training that's free to producers?
Yes. A carrier, agency or association teaching its own producers reports the same way as a school selling to the public, and Spreadsheet Reports are part of the LecturePanda subscription; see pricing.
Can we still change the file?
Yes. Once it's set up, the SBS report is an ordinary Spreadsheet Report: send daily in a busy month, add a recipient or adjust a column whenever you need to. Send a test shows you the result first.
Looking for State Based Systems?
The NAIC's SBS for Organizations sign-in is at statebasedsystems.com.
Also for Insurance and Financial Services CE
Vertafore Sircon
Insurance CE rosters for the Sircon states, NPNs checked at registration.
NMLS
Mortgage loan originator CE, ready for credit banking every morning.
Spreadsheet Reports
Completions in any recipient's columns, on a schedule.
Teaching Insurance Producers?
Bring one of your approved courses to a demo and we'll set up its SBS roster with you, from the NPN question to the file you upload.
Request a Demo