Insurance IT: Send student verification for CE submissions
Insurance IT: Send student verification for CE submissions
Support agents miss student details in completion submissions, risking state CE rejections. Send verification emails so agents get confirmed license and name for state submission.
Overview
Insurance support operations risk rejected CE submissions when student details are incomplete. This workflow routes completion records, sends verification requests, and logs confirmations so support agents have verified license and name on file—eliminating compliance gaps and keeping state CE submissions accurate.
Notable Features
- Send verification emails to students
- Log confirmed details in spreadsheet
- Notify support agents when confirmed