Insurance HR: keep CPD records compliant and current
Insurance HR: keep CPD records compliant and current
Insurance HR coordinators miss external CPD submissions buried in email, exposing compliance gaps and audit risk. Entries go to a CPD register and advisers get confirmations for audit.
Overview
Missed external CPD submissions create compliance gaps and audit risk for insurance firms. This workflow captures every submission into a centralized CPD register and notifies advisers, producing audit-ready annual totals and eliminating missed records.
Notable Features
- Log CPD submissions to central register
- Notify advisers with confirmation emails
- Calculate yearly totals per adviser