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 solution gives the producer the control to choose their product training from a list of participating carriers. 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.
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. 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.