Quest CE simplifies the NAIC’s Annuity Training requirements for producers, insurance carriers and broker-dealers with a streamlined annuity suitability training solution, featuring the industry’s only automated reciprocity engine. Quest CE’s NAIC platform features producer self-registration, seamless login for captive agents, and encrypted data feeds for broker-dealers and carriers.
Quest CE’s NAIC solution allows producers to access product and state training from one consolidated platform. This gives the producer the control to choose their product training from a list of participating carriers and access their states annuity suitability training. If producers are in need of state continuing education credits, their NAIC training course can qualify as part of their training requirements for their compliance period.
Carriers benefit most with Quest CE’s NAIC solution by paying for only what their students use. Quest CE does not charge for up-front hosting costs or uploading fees. Once a carrier partners with Quest CE, they can simply send us a list of their appointed broker-dealers, as well as their Carrier Product Specific Training courses, and their students will immediately be allowed to register and sign in through the global NAIC Portal to begin training.
Using Quest CE technology, broker-dealers will benefit from singe source, real-time reporting and PGP encrypted data feeds. These reports are packed with information regarding producer course completions to deliverable to both the broker-dealer and distributors affiliated with the participating carriers. Captive agent firms can be appointed a custom portal that simplifies the agent experience by bypassing global registration.
In states that share reciprocity, producers will be able to complete a single annuity training course, and automatically retain a certificate of completion for any/all states that share reciprocity, regardless of producer licensing. Our system automatically checks for states sharing reciprocity, allowing producers to instantaneously meet the NAIC Annuity requirement for the intended and reciprocal states.
DTCC & Sircon Data Feeds
Quest CE provides data feeds to DTCC and Sircon multiple times each day. These data feeds will provide both DTCC and Sircon with all NAIC state and product specific completions. DTCC has relationships with most Broker-dealers and Carriers which provides vital information on producers, including their registration status.
How is this beneficial for Carriers?
Carriers will be able to confirm completion information from an existing data feed that they are likely already receiving from one of these organizations. In addition, they will have real-time access to reporting information, provided by Quest CE from the administrative login.
How is this beneficial for Broker-dealers?
Broker-dealers will be able to confirm completion information from an existing data feed that they are likely already receiving from one of these organizations. In addition, they will have real-time access to reporting information, provided by Quest CE from the broker-dealer portal.
For more information regarding Quest CE’s NAIC Annuity Training solution, please contact our sales department at877-593-3366 or e-mail us at firstname.lastname@example.org.