Keep insurance CE submissions accurate and filed on time

Operations coordinators misrecord state CE submissions, risking compliance and rejected filings. An intake submission adds each record to your tracking sheet and notifies students for accurate state filings.

Overview

Manual CE entry exposes insurance operations to compliance risk and rejected state filings. This workflow turns every intake submission into a verified tracking-sheet row and notifies students, removing manual entry burdens and protecting your audit trail. Operations report fewer data entry errors and more reliable submission prep.

Notable Features

Add submission rows to tracking sheet
Notify students to confirm details
Flag missing or invalid licenses