Jurisdictions using SBS will be transitioning to the new version of SBS on a monthly basis begining January 2016. As each jurisdiction transitions to the new version, the SBS tools you use will change. These new tools can be accessed from the "State Services" page or by going to Can't find your SBS state? How to Navigate the SBS Website
Go to the Lookup tool, select your jurisdiction and then Licensee Search Type. A set of criteria pertinent to licensee data displays automatically below the Search Type dropdown box. Enter the known information for the licensee and click Search. For more search criteria, click the Advanced Criteria link at the bottom left-hand corner of this box. You are not required to enter values in all of the fields. How to Use Lookup
Go to the Lookup tool, select your jurisdiction and then Company Search Type. A set of criteria pertinent to company data displays automatically below the Search Type dropdown box. Enter the known information for the company and click Search. For more search criteria, click the Advanced Criteria link at the bottom left-hand corner of this box. You are not required to enter values in all of the fields.
SBS License Manager is a new, free tool enabling licensees and license administrators to manage a licensee's information in one place, saving the time required to execute these processes separately. Enter the necessary search criteria and the License Manager summary page will provide: 1) license printing; 2) education transcript; 3) email address functionality; and 4) licensee lookup information … all in a single screen! How to Use License Manager
Go to the License Manager to print a free copy of your license. No login is required. A copy of your license is made available each time a change is made to your license record. License changes that will result in a free license being available include: 1) original approval; 2) renewal approval; 3) name change; 4) address change; 5) line of authority addition; and 6) line of authority deletion. Select or input the information as requested. All fields are required. The input must match our records exactly. To verify exact data, go to Lookup to access the information on file.
Simply click the file icon on the black tool bar on the summary page to open the license in a PDF file format. Then select “Save As” to save the license on your desktop — handy for printing or sending via email.
Once you have searched for your transcript with License Manager, click the list icon on the black tool bar on the summary page. For best results, print your education transcript in landscape orientation. Here's how: 1) click the list icon on the black tool bar; 2) click the Properties button or link in the Print dialog box; 3) select the Layout/Finishing tab; 4) select the Landscape radio button; 5) click the OK button; 6) at the main Print screen, click the OK button. The select print directions may differ, depending on your printer.
There are three key fields contained on the Education Transcript that are most helpful to understand this report. All three fields are located in the header information bar: 1) CE Compliant? This field will either contain the word "Yes" or "No." If "Yes," you are CE-compliant and can submit your license renewal application. If "No," you are not CE compliant. 2) Date Compliance Met. This is the date the system received the required number and type of credits (e.g., General or Ethics) required for you to become CE-compliant. If this field does not contain a date, you are not yet CE-compliant. 3) Credits Needed for Renewal. Assuming you are not CE-compliant, this field will tell you explicitly how many and what type of credits (e.g., General or Ethics) you are required to take before you become CE-compliant. If this field contains any values greater than zero, you are not CE-compliant.
Go to the License Manager to update your business entity email address. Select or input the information as requested. All fields are required. The input must match our records exactly. To verify exact data, go to Lookup to access the information on file. Simply click the email icon on the black tool bar on the summary page to open the email address modal for updating your emails.
SBS Lookup allows users to view and access non-confidential license, company and course information in real time easily through one easy-to-navigate screen. How to Use Lookup
The Licensee Lookup tool allows users to view the following licensee information: License Number, NPN, Name, License Type/Status, License Status Date, Expiration Date, Resident Status, Lines of Authority, DBA Name, Business Address and Designated Home State. Step 1: Go to the Lookup tool, Step 2: Select jurisdiction and select Licensee from the Search Type dropdown box, Step 3: Select either Individual or Business from the Entity Type (required) and other known information. (Note: All fields except for Entity Type are optional; however, entering as much known information will yield the quickest results), Step 4: Check the “I agree to the NAIC’s Terms and Conditions” and click Search.
The Company Lookup tool allows users to view the following company license information: Demographics, Address, Contact Information (Phone, E-mail, Website), Company Type, Appointments, Line of Business, Merger History and Name Change History. Step 1: Go to the Lookup tool, Step 2: Select jurisdiction and select Company from the Search Type dropdown box, Step 3: Enter known information for the company. (Note: All fields are optional; however, entering as much known information will yield the quickest results), Step 4: Check the “I agree to the NAIC’s Terms and Conditions” and click Search.
The Course Lookup tool allows users to view the following course information: Course Name Course Number, Number of Credits, Provider Name, Education Type, Method and Group. Step 1: Go to the Lookup tool, Step 2: Select jurisdiction and select Course from the Search Type dropdown box, Step 3: Enter known information for the course. (Note: All fields are optional; however, entering as much known information will yield the quickest results), Step 4: Check the “I agree to the NAIC’s Terms and Conditions” and click Search. How to Use Course Lookup How to Find an Education Provider
SBS Report Generator allows users to request a list of data for a specific jurisdiction using a variety of search criteria. Users will preview the number of records and the associated costs before they are prompted to pay the fee, name the report and download the report data. Some of the data included in the report includes: license number, license type, license status, CE compliance, full business address, email address and line of authority.
The report is delivered in comma-separated value (CSV) format that can be opened and manipulated using a variety of software applications; however, Microsoft Excel is the optimal choice.
The fields (column headings) displayed on all reports are:
LICENSENO: License Number for the individual or business entity producer.
JURISDICTION_NAME: Name of jurisdiction.
NPN: National Producer Number (displays for individual producers only).
FIRST_NAME: First name of the individual producer.
MIDDLE_NAME: Middle name of the individual producer.
LAST_NAME: Last name of the individual producer.
SUFFIX: Suffix of the individual producer (Jr. or Sr., for example).
BUSINESS_ENTITY_NAME: Name of the business entity.
FEIN: Federal Employer Identification Number (displays for business entities only).
LICENSE_STATUS: Status of the producer's license (e.g., active or expired).
LICENSE_CLASS_DESC: Type of license held by the producer (e.g., adjuster or producer).
LOA: Lines of authority granted the producer by the selected state.
DOMICILESTATE: State in which the producer resides.
IS_RESIDENT: The producer resides in the selected state.
FIRST_ACTIVE_DATE: Date this license first became active in the selected state.
EFFECTIVE_DATE: Date the producer's license most recently became active.
EXPIRATION_DATE: Date the active producer's license will expire unless renewed.
PHONE1: The producer's business telephone number.
EMAIL1: The producer's business email address.
CE_COMPLIANCE: Displays a Y/N (Yes/No) indicating producer's CE compliance for next license renewal.
The purchase price for the generated report/resulting data set is $.02 per row (record) returned from the query based on the user-selected criteria, with a minimum charge of $10.00 per report. Reports greater than $10.00 must be calculated in even dollar amounts, so if your report contains an uneven number of records, the price will simply be rounded down a penny.
From the Search Criteria for Report Generator page, select the desired criteria by which to pull the data. Click the Next button. The report query then runs and refreshes the page. Now displayed are the report fields available along with the input or selected criteria. Below the criteria, a Report Summary displays with the number of records (rows) generated from the criteria, the cost per row and the total cost for this report.
Once you have examined the report summary and decide to purchase this report/data set, name your report, read the Terms and Condition and check the box indicating that you agree. Click the Next button in the modal to continue to the Payment Review page.
Once payment is successfully made, a confirmation page will display. You can download the report directly from this page by clicking the "Download Your Report" button. A file download dialog box opens with the options to open or save the file. Click the Save button to save the file to your computer.
It is highly recommended that you also print this page for your records. Along with the payment details, there is also the PIN number and the transaction number (e.g., PIN Number: 5742161532 / Transaction Number: 4775691222).
These codes allow you to retrieve this report at a later time should it be necessary to do so. Simply go to Retrieve a Report and input the PIN number and the transaction number, and then click Search to retrieve the report again.
The comma-separated values (CSV) file format is a set of file formats used to store tabular data in which numbers and text are stored in plain textual form that can be read in a text editor. Lines in the text file represent rows of a table, and commas in a line separate what are fields in the table's row.
CSV is a simple file format that is widely supported, so it is often used to move tabular data between different computer programs that support compatible CSV formats. For example, a CSV file might be used to transfer information from a database program to a spreadsheet. .
SBS for Organizations offers a new Report Generator queue functionality. First Signup and then Login to SBS for Organizations to see your list of previous generated reports in the report queue. This list displays the report name, report status, report date, available until date and search criteria used. There may be a short delay before the report displays in the queue. If your previous generated report is not listed, you can add it utilizing the PIN number and transaction number included in your purchase receipt and email confirmation.
SBS for Organizations offers industry single sign-on capability that supports key licensee administration, education provider and company functions across those jurisdictions using the new SBS. How to Create a SBS for Organizations Account
Signup for SBS for Organizations (formerly Online Licensee Services) and print licenses, print education transcripts, update addresses (business entities only), view detailed license info and receive important notifications. Step 1: Go to www.statebasedsystems.com, Step 2: Select your jurisdiction and click Signup for SBS for Organizations, Step 3: Create your User Account allowing you to access all jurisdictions, Step 4: Login to the new SBS, Step 5: Add licensees to your account as each applicable jurisdiction transitions to the new SBS, Step 6: Simplify your licensing administration processes using the new SBS. *A fee of up to $5.95 is applied per licensee per jurisdiction per year. How to Add an Entity (Licensee)
Signup for SBS for Organizations (formerly Online Continuing Education). Submit course rosters, course applications and provider applications. Step 1: Go to www.statebasedsystems.com, Step 2: Select your jurisdiction and click Signup for SBS for Organizations, Step 3: Create your User Account allowing you to access all jurisdictions, Step 4: Login to the SBS, Step 5: Add your education provider licenses to your account (using your jurisdiction Provider ID and PIN*) as each applicable jurisdiction transitions to the new SBS. Step 6: Simplify your Education Provider processes using SBS. The new SBS allows the user to submit course applications for multiple jurisdictions. All active education providers will be sent their PIN number via their current email address. How to Add an Entity (Provider)