Services

Get more out of your training courses, programs and events.

Compliance Programs

[BDs/RIAs/MSRB Firms]

Build training, tracking and branch audit programs that help simplify your firm’s annual compliance program.

Insurance / Designation CE

[Insurance Producers]

Insurance agents and designation holders can purchase courses and obtain credit in as little as two days.

Value-Add CE

[Insurance Wholesalers]

Leverage our team and technology to increase meeting attendance at your wholesaler-sponsored CE events.

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Customer-Centered Solutions

At Quest CE, we’re most successful, when you’re successful. Plain and simple. Our promise is to not only deliver innovative solutions, but more importantly deliver added value to the clients we work with, giving them a true competitive edge in the market. We stand behind our solutions, people, and technology, and that’s why our clients stand behind us.

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Innovative Technology

We’re an innovative, technology company that is focused on making our clients’ jobs easier.

Every solution is built with the end user in mind, oftentimes even using their professional insight to expand functionality and address potential obstacles facing the industry.

Our system gives you the freedom to run your program, your way, without having to rely on an account executive/vendor for assistance.

By building our systems in-house, we have the unique ability to customize services, expedite requests, control user-costs and most importantly, change with the constantly evolving industry.

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Stay Connected

Stay up-to-date on industry news and issues that matter to you.

Testimonials

Customer satisfaction is our major goal. See what our customers are saying about us.

From sales to onboarding, Quest CE offers top notch, unmatched client service; I missed seeing my Sales Representative go but was all the more excited with my Account Executive’s knowledge base and attentiveness. The platform’s functionality and usability are easy to learn, control and cater to our firm’s needs. I could not have asked for a better partner!

Jonathan Ewanio , Compliance Officer
We have used Quest CE and their services for four years and our firm is very satisfied. Their firm element training program is extensive, contains timely consistently updated material and is easy to use and track results. Their staff is very friendly and helpful, especially my representative Marie Gollnick. I highly recommend Quest CE!

John Rogers , Chief Compliance Officer
The depth and breadth of Quest CE’s system makes it easy for me to handle all of my firm’s compliance needs. Easily customizable and infinitely scalable, the user interface is equally simple and intuitive for both the rep/user and for administrative backend reporting. Combine that all with excellent and responsive customer service support, and there is no need to look anywhere else.

David R. , Chief Compliance Officer

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Still not convinced? Take a test drive of our system today!

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