/24-7PressRelease/ - BROOKFIELD, WI, December 15, 2007 - Quest CE, the financial service industry's premier provider of continuing education (CE) and compliance training solutions, has released version 3.0 of their questtrak administration tool.
questtrak 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
"The added tracking, reporting, and intelligence will help CE administrators and sales staff better manage their program," says Patrick Torhorst, Director of IT for Quest CE. "As a company we strive to not only meet but exceed our clients' expectations. The functionality we've added to the system gives them access to a more powerful tool that will help them develop stronger relationships with agents and advisors."
Using both client and associate feedback, Quest CE makes regular updates to its reporting and tracking functionality. In addition, Quest CE also creates customized solutions to meet its clients' evolving needs.
About Quest CE Solutions
Over the past 20-plus years, Quest CE has built a reputation of being the premier provider of value-added insurance continuing education (Insurance CE) and compliance training solutions to the financial services industry.
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