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.

New functionality incorporated into questtrak version 3.0 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
• Email
• 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.

Need More Information?

To find out more about questtrak, click here or call 877-593-3366.