Insurance IT: Send state CE verification to students
Insurance IT: Send state CE verification to students
Support agents miss student verification on state CE submissions, causing state credit filings to be delayed. Verification emails request confirmations so support can submit accurate CE credits.
Overview
Unverified CE submissions create audit risk and can delay state credit filings for insurers. This workflow emails students after every state CE submission, captures confirmations in a central record, and raises tickets when details are missing. Support teams report shorter follow-ups and fewer manual corrections.
Notable Features
- Send student verification emails
- Record submissions in a spreadsheet
- Notify support on missing confirmations