Industry Leading Program Administration Tool
The Questtrak application 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.
Functionality incorporated into Questtrak includes an improved calendaring system that 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 for follow-up by an internal sales desk. Information that can be reported on includes:
- Name
- Company
- Address
- Phone Number
- Seminar Attended
All of Quest CE’s clients receive the use of Questtrak as an included feature of the Quest program, but Questtrak can also be licensed on a stand-alone basis. If you are handling the administration of your company’s continuing education program in-house, Questtrak will help you to streamline things and take your program to the next level.
Questtrak 4.0 – The Industry’s Best Just Got Better
Upgrated 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 instantaneous 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 contact Quest CE’s sales professionals at sales@questce.com or call 855-553-4037.
