Insurance IT: Verify student details for CE filing

IT support specialists face missing student licensing info that delays state CE submissions. Verification emails ask students to confirm details so credits can be filed accurately.

Overview

Incomplete licensing details stall state CE filings and create compliance risk for insurance firms. This workflow gets students to verify licensing info at course completion so compliance teams receive accurate records and filings proceed without delay.

Notable Features

Prompt students to confirm licensing details
Log verified students to central sheet
Notify compliance when info missing