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For insurance IT: ensure state CE submissions are verified

For insurance IT: ensure state CE submissions are verified

Senior IT specialists receive state course completions with unverified license details, risking incorrect CE filings. Send verification emails to students so credits file correctly.

For insurance IT: ensure state CE submissions are verified

Overview

Incorrect or missing license data blocks CE credit submissions and creates extra support work for small insurance providers. This workflow gets students to confirm their license and personal details so providers submit accurate CE credits and avoid repeated correction cycles.

Notable Features

  • Trigger verification emails to students
  • Record verified details in spreadsheet
  • Flag unresolved verifications for follow-up

For insurance IT: ensure state CE submissions are verified