Quest CE released Questtrak 4.0 today. Questtrak 4.0 is used by annuity and mutual fund wholesalers that host continuing education events in branch offices for financial advisors and by CE program administrators. It offers an array of scheduling, tracking, and reporting capabilities allowing for firms to better manage their value-added insurance and designation continuing education program.
The release of Questtrak 3.0 in 2008 came with a series of functionality improvements including: an improved calendaring system which allows CE instructors and administrators to view, edit, and cancel events on a month-by-month basis, increased intelligence preventing an invalid course offering from being set-up, and a series of reports that can be uploaded directly to a firm’s CRM system.
Questtrak 4.0 continues to provide program administrators and instructors a system that is user friendly, provides on-demand/real-time reporting and contains built-in regulatory checks to ensure your program is compliant with all State DOI requirements. The enhancements to Questtrak 4.0 include: the ability to bookmark a seminar request and come back to complete later, the ability to copy seminar set-up information for future events, automatic insertion of shipping location address (no extra keystrokes), additional advanced reporting capabilities for program administrators, and an enhanced RSVP system which allows users to register for upcoming events and add the seminar to their calendars. The new enhancements continue to affirm Questtrak 4.0’s reputation as the industry’s most sophisticated and user-friendly insurance continuing education program administration tool.
Quest CE is the largest third party insurance and designation CE Providership Administrator in the nation. They manage over 30 programs for the industry’s top insurance carriers. This year Quest CE has already managed 10,653 seminars, processed 162,218 certificates, had 1,493 courses approved, and 4,259 instructors approved.
About Quest CE
Since 1986, Quest CE (questtrak.com) has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.
With a client retention rate of 93% and a growth rate of over 770% since January 1, 2005, more and more people are discovering why Quest CE is the Next Generation of Compliance Training Solutions. Quest CE serves more than 300 leading insurance carriers, broker/dealers, banks, and other financial institutions. Quest CE is a privately held firm which allows us to quickly meet the ever-changing needs of our clients. Quest CE’s commitment is to provide advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest provides a single source solution for organizations training and compliance needs, saving you both time and money.