Insurance Agent CE Credits Submission Form

Managing continuing education (CE) credits as an insurance agent doesn't have to mean juggling spreadsheets, paper certificates, and confusing state requirements. This Insurance Agent CE Credits Submission Form gives insurance professionals a centralized, organized way to log completed courses, verify ethics requirements, and stay ahead of license expiration dates—all in one streamlined submission.

Whether you're an independent agent tracking your own credits, a brokerage managing CE compliance for your team, or an insurance educator processing course completions, this template is built for the realities of insurance licensing: state-specific hour minimums, mandatory ethics courses, and the high stakes of staying compliant.

Why this form works for insurance professionals:

Every state has its own CE requirements—total hours, ethics course mandates, carryover rules, and reporting deadlines. This form captures the details that matter: which state license you're maintaining, how many credits you've earned in each category, and whether you've completed required ethics training. It also tracks your license expiration date, so you can see at a glance how much time you have left to meet your renewal requirements.

Instead of scrambling at the last minute or hoping your calculations are correct, agents can submit credits as they complete courses throughout the renewal period. Brokerages and compliance teams can use the form to maintain audit-ready records, flag agents who are behind on requirements, and ensure everyone stays licensed without interruption.

Built for compliance, designed for simplicity:

The form collects everything you need for a clean CE record: agent details, state and license number, course information (title, provider, completion date, credit hours), and certificate uploads. You can specify the course category (ethics, general, or specialty lines), making it easy to sort credits and confirm you've met state-mandated breakdowns.

For firms managing multiple agents, this template integrates seamlessly with Paperform's conditional logic and workflows. You can route submissions to compliance managers, send automated reminders as expiration dates approach, or sync data into your CRM or HR system via Stepper for ongoing tracking and reporting.

Paperform makes CE tracking effortless:

With Paperform's doc-style editor, you can customize this form to match your brokerage's branding, add state-specific instructions, or include helpful links to approved course providers. Use conditional fields to show different requirements based on the agent's state, and set up success pages that confirm receipt and outline next steps.

Because Paperform is SOC 2 Type II compliant and offers secure file uploads, you can trust that sensitive license information and certificates are handled safely. And with native integrations and Stepper automation, you can turn each submission into a workflow that updates your compliance dashboard, notifies managers, and keeps everyone on track without manual follow-up.

Stay compliant, stay licensed, and make CE credit management as simple as submitting a form.