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Insurance IT: Ensure student verification emails after completion

Insurance IT: Ensure student verification emails after completion

Support agents get incomplete student records on course completion, delaying CE submissions. Verification emails request license and identity confirmation, ensuring accurate CE reporting.

Insurance IT: Ensure student verification emails after completion

Overview

Incomplete student records create compliance risk and stall CE submissions for insurance providers. This workflow makes every completion trigger a verification email so support and students confirm license and identity details, eliminating incomplete records and keeping regulator processing on track.

Notable Features

  • Send verification emails on completion
  • Add completed student row to spreadsheet
  • Flag unverified records for review

Insurance IT: Ensure student verification emails after completion