Instructions To Assist A Restricted Insurance Agent (RIA .

Transcription

Updated Apr 13/20Instructions to assist a Restricted InsuranceAgent (RIA) to renew their licenceLog into the online portal at https://lms.icm.mb.ca/IcmPortal/ withyour User ID and Password

Updated Apr 13/20Verify your Email Address and click Save

Updated Apr 13/20IMPORTANT NOTES PRIOR TO BEGINNING THERENEWAL OF YOUR LICENCEWhen to Notify Council of a change in Information:Ensure that you review the notice available on the ICM website here before proceeding with any changesto the RIA licence.Review the ICM website:Please review the Licence Renewal page of the ICM website for answers to your questions beforecontacting the ICM.We recommend that you review the Frequently Asked Questions (FAQ’s) on the website prior to starting alicence renewal.Due to the volume of enquiries during renewal, phone calls or emails from licensees withquestions that are answered within the User Guides or FAQ’s will not be returned.

Updated Apr 13/20Click under “Licences” and select “Online Renewal”Click “START/CONTINUE RENEWAL” to proceed:

Updated Apr 13/20Step 1: Read through the Welcome page and click “Continue” to proceedRead through the Steps and click “Continue” to proceedRead through the Declaration, check each line off, and click “Continue” to proceed

Updated Apr 13/20Step 2: Review the licence information on the page for all licenses that you arewishing to renew (many RIA licence holders will only have 1 licence, but some willhave multiple licenses).1. Select the licence(s) that you are wishing to renew as demonstrated in thesample picture below.2. Ensure all information is correct. If not, contact the ICM to advise of thecorrection before proceeding.3. Once complete, check-off the applicable declaration and click “Continue” toproceed.NOTE: if you try to proceed by advising the ICM that “the information listed onone or more licence that I intend to renew is incorrect”, your renewal will bestopped until you provide the information as outlined in #2 above to the ICM.**If you have more than one licence to renew, and you choose to not renew all of them, you will receivethe below confirmation screen.

Updated Apr 13/20Step 3: Verify the licence information.If you need to EDIT the information (such as the number of RIA employees offering insuranceproducts, number of employees of other entities offering insurance products, or the businessaddress) click “Edit”.Check off the declaration and click “Continue”.Answer the extra-provincial question.Check off the declaration and click “Continue”.

Updated Apr 13/20Step 4: Verify your Professional Liability (Errors & Omissions) Insurance:1.2.3.4.Read and answer the yes/no maintenance question;Add/Enter your Errors & Omissions policy information by clicking “Add”;Read and check off the declaration; andClick Continue to proceed.

Updated Apr 13/20Step 5: Answer yes/no to the questions and click “Continue” to proceed

Updated Apr 13/20Step 6: Read through the final declaration(s), check it/them off andclick “Continue” to proceed.

Updated Apr 13/20Step 7: Provide payment via credit card, or if you have a prepayment onaccount, the system will advise you that you have a credit. Click“Continue” to proceed.

Updated Apr 13/20You will receive a “Finish” screen once your renewal was successful.RIA-60000-9000000-2017

Updated Apr 13/20 Step 3: Verify the licence information. If you need to EDIT the information (such as the number of RIA employees offering insurance products, number of employees of other entities offering insurance products, or the business address) click Edit. Check off the declaration a