Insurance Adjuster Training Completion Form

Insurance adjusters must maintain current licensing and continuing education (CE) credits to stay compliant with state regulations. This Insurance Adjuster Training Completion Form streamlines the process of documenting completed courses, verifying ethics requirements, and submitting CE credits to state licensing boards.

Built for insurance professionals, training providers, and compliance teams, this template captures all essential information including adjuster licensing details, course completion verification, instructor sign-off, and state-specific CE credit documentation. The form includes conditional logic to handle different license types (property, casualty, multi-line) and training categories, ensuring accurate records for every scenario.

Paperform makes it easy to customize this template to match your training program's specific requirements and branding. Add your organization's logo, modify field validations, or integrate with your learning management system. Use the built-in calculation fields to automatically track total CE credits earned, and set up conditional workflows to route submissions based on license type or state requirements.

Take automation further with Stepper (stepper.io) to create complete post-submission workflows: automatically generate and send completion certificates via Papersign (papersign.com) for digital signatures, update your internal training database, notify state licensing boards, and trigger reminders for upcoming recertification deadlines. This eliminates manual data entry and ensures compliance documentation is always current and accessible.

Whether you're a training provider managing hundreds of adjuster certifications or an insurance company tracking internal compliance, this template helps you maintain accurate records, meet state requirements, and simplify the often complex world of professional licensing and continuing education.