Insurance support: verify CE completions before state submission

Support agents get unverified completion records, risking CE submission errors. The flow emails students to confirm name and license so support can verify before filing.

Overview

Insurance support teams face regulatory risk when CE completions go unverified and credits are filed incorrectly. This workflow turns passive completion records into verified entries so support confirms name and license details before state filing, reducing resubmissions and regulator follow-ups.

Notable Features

Send verification emails to students
Add completion row to central log
Alert support agents about unverified records