What's New Webinar Series

What’s New at Quest CE

August 14 @ 12PM

In this webinar, we’ll review our disclosure tracking platform and introduce a new form field that will help you to easily identify an Outside Business Activity’s (OBA) business name. We’ll also discuss recent updates made to our Private Security Transaction (PST) disclosure form.

What’s New at Quest CE

July 10, 2019 @ 12PM

In this 20-minute webinar, we’ll discuss several new branch audit enhancements, including the ability to add Signature Blocks to audit documents and export audit questionnaires. We’ll additionally show attendees how to mass unassign training from users’ accounts and track course completions using the Producer Summary.

Recording
 

What’s New at Quest CE

June 12, 2019 @ 12PM

In this 20-minute webinar, we’ll walk through several new features available within our Branch Audit Tool, which includes a new Admin Assistant role. During this time, we’ll also show you where to access and print interactive graphs that help quickly identify trends in questionnaire responses.

Recording
 

What’s New at Quest CE

May 8, 2019 @ 12PM

During this 20-minute webinar, we’ll walk through some exciting new enhancements to our annual compliance questionnaire service. This includes the ability to preview/test questionnaires once they’re built, how to “work” flagged responses and how to change who receives which email notification for triggered risk flags. We’ll also show you where to access a new report that makes it easy to copy and paste needed OBA information into Web CRD.

What’s New at Quest CE

March 13, 2019 @ 12PM

In this webinar, we’ll demonstrate how to automate, capture and track potential conflicts of interest and how to update your online policies and procedures for 2019. We’ll also walk through a new addition to the system, which helps users identify the credit value of each insurance/designation continuing education course.

What’s New at Quest CE

February 13, 2019 @ 12PM

In this webinar, we’ll highlight the benefits of launching your Individual Needs Analysis early in the year and how our survey technology can help you to identify the training needs of your employees. We’ll also spotlight our Course Interactivity and provide a recap of the recent User Group Meeting.

What’s New at Quest CE

January 9, 2019 @ 12PM

This week is all about our Branch Audit solution! Find out how auditors now have the ability to send an attestation letter identifying “issues” discovered during an audit to branch supervisors. These issues can then easily be tracked, followed-up on and closed, all within the system.