Fall into Compliance: Program Wrap-Up Tips

The countdown to the end of the compliance year has begun, and with it, a laundry list of tasks that have yet to be completed. Before the truly busy season begins, now is the perfect time to put some thought into wrapping up your annual Quest CE program.

In this webinar, we’ll walk through how to create and execute an effective program. Specifically, Quest CE’s Account Executive Manager, MacKenzie Nold, will discuss reporting fundamentals, tips to target any end-of-year procrastinators and best practices for addressing those attention-needing flagged responses in the system. Please join the discussion October 16, 2019 at 10AM CT.

— REGISTER BELOW —

AGENDA:

Reporting Essentials

– First things first: your reporting dashboard
– Advanced reporting options
– Filters and spare fields to include on-the-fly

Reminders: Targeting the Procrastinators

– Utilizing the Email Blast Tool
– Scheduling recurring email reminders
– Targeting user groups based on products “not complete”

Managing Flagged Responses

– Managing/addressing flagged responses
– Friendly risk flagging reports
– Goal: marking responses as “dispositioned”

Register Now

The seat limit per session is 100 participants. The anticipated duration of this webinar is 45 minutes. If you or an associate is unable to attend the webinar but would still like a demonstration/copy of the presentation, please contact our sales team at 877-593-3366 or sales@questce.com.

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About Quest CE

For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.

Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. For more information on Quest CE, visit www.questce.com