Industry Leading Program Administration Tool
The QuesttrakAdministration Tool is used by insurance and mutual fund wholesalers and sales support professionals who host continuing education events in branch offices for financial advisors. Questtrak offers an array of scheduling, tracking, and reporting capabilities allowing firms to more effectively manage their value-added insurance and designation CE program.
Quest CE built Questtrak, our Insurance CE Administration Tool, to help our clients successfully manage their continuing education program in one secure, easy to use location.
Questtrak enhances continuing education programs by allowing administrators to schedule seminars, maintain attendee information, validate instructor contacts, track required course materials, in addition, clients have access to on-demand, real-time reporting and built-in regulatory checks. Regulatory checks through Questtrak ensure a firm’s program is compliant with all State DOI requirements.
Additional functionalities incorporated into Questtrak include an interactive calendaring system. This feature allows administrators to view, edit, copy, and cancel continuing education events efficiently, as well as bookmark seminar requests for completion at a later date. Questtrak prevents users from scheduling invalid course offerings by checking necessary requirements under both state and instructor approvals to ensure credits are successfully issued. Administrators have access to advanced reporting capabilities that contain detailed Excel spreadsheets that can be uploaded directly to a firm’s CRM system. Viewable graphs also offer an at-a-glace overview of your reporting materials. By accessing these reports, wholesalers can easily follow up with attendees to discuss additional continuing education or business opportunities. Firm administrators handling continuing education in-house can also license Questtrak as a stand-alone tool to help them streamline their program, taking it to the next level of continuing education.
Additional Value-Add Questtrak
RSVP Automated Emails
Accurately confirm seminar attendance, while promoting firm CE offerings. Direct links lead potential seminar attendees to a custom branded RSVP portal. Administrators can review RSVP’s by the number of guests, contact information, and can set customizable Questtrak seminar reminders that will be sent directly to attendees.
On-Demand Survey Tool
Administrators have the ability to build and automate custom post-event surveys through Questtrak. When seminar attendees login into MyQuest, they will be prompted to take part in the requested seminar survey. At anytime prior to distribution, the administrator can add, edit, and delete survey questions. Reports can be sorted by individual response, by question, and by seminar.
Questtrak 4.0 – The Industry’s Best Just Got Better
Upgraded in October 2011, Quest CE’s Insurance CE Administration Tool, Questtrak 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.
Enhancements Include:
- Ability to bookmark a seminar request and come back to complete
- 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 much, much MORE!!
To find out more about Questtrak, click here or call 877-593-3366.
