openPR Logo
Press release

Quest CE Announces the Release of Questtrak 4.0

10-11-2011 09:00 AM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Quest CE

Quest CE released Questtrak 4.0 today. Questtrak 4.0 is used by annuity and mutual fund wholesalers that host continuing education events in branch offices for financial advisors and by CE program administrators. It offers an array of scheduling, tracking, and reporting capabilities allowing for firms to better manage their value-added insurance and designation continuing education program.

The release of Questtrak 3.0 in 2008 came with a series of functionality improvements including: an improved calendaring system which 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.

Questtrak 4.0 continues to provide program administrators and instructors a system that is user friendly, provides on-demand/real-time reporting and contains built-in regulatory checks to ensure a program is compliant with all State DOI requirements. The enhancements to Questtrak 4.0 include: the ability to bookmark a seminar request and come back to complete later, the ability to copy seminar set-up information for future events, automatic insertion of shipping location address (no extra keystrokes), additional advanced reporting capabilities for program administrators, and an enhanced RSVP system which allows users to register for upcoming events and add the seminar to their calendars. The new enhancements continue to affirm Questtrak 4.0’s reputation as the industry’s most sophisticated and user-friendly insurance continuing education program administration tool.

Quest CE is the largest third party insurance and designation CE Providership Administrator in the nation. They manage over 30 programs for the industry’s top insurance carriers. This year Quest CE has already managed 10,653 seminars, processed 162,218 certificates, had 1,493 courses approved, and 4,259 instructors approved.

About Quest CE

Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.

With a client retention rate of 93% and a growth rate of over 770% since January 1, 2005, more and more people are discovering why Quest CE is the Next Generation of Compliance Training Solutions. Quest CE serves more than 300 leading insurance carriers, broker/dealers, banks, and other financial institutions. Quest CE is a privately held firm which allows us to quickly meet the ever-changing needs of our clients. Quest CE’s commitment is to provide advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest provides a single source solution for organizations training and compliance needs, saving you both time and money.

Quest CE
10850 W Park Place
Suite 1000
Milwaukee, WI 53224

This release was published on openPR.

Permanent link to this press release:

Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.

You can edit or delete your press release Quest CE Announces the Release of Questtrak 4.0 here

News-ID: 195553 • Views: 1352

More Releases from Quest CE

Quest CE Unveils Branch Audit Tool Enhancements
MILWAUKEE – January 6, 2020 – Quest CE, premier provider of compliance training and tracking technology solutions, is excited to announce the release of its latest Branch Audit Tool enhancements. Quest CE’s Branch Audit Tool offers automated internal audit workflows that integrate with other Quest CE services so firms can efficiently manage risk and meet the obligations of their branch locations across the nation. Quest CE is now extending its commitment
Quest CE Releases Course on NY Regulation 187
MILWAUKEE – May 28, 2019 – Quest CE, premier provider of compliance training and tracking technology solutions, today announced the release of a new course focused on New York’s Amendment to Regulation 187, which significantly expands existing suitability standards involving life insurance and annuity products. Broker-dealers who sell annuities in the state of New York will need to abide by the New York State Department of Financial Services Best Interest Regulation
Quest CE Receives ClearCert’s Content Certified Seal of Approval
MILWAUKEE – May 12, 2015 – Quest CE, premier provider of insurance continuing education and FINRA firm element training, today announced that it is now a ClearCert Certified Training Provider, further enhancing its reputation as a trusted partner in the continuing education market. ClearCert is a third-party information clearinghouse that validates content across statewide Long-Term Care Insurance and Annuity Suitability training courses to ensure content quality and consistency across the industry.
Quest CE to Attend SILA’s 2014 National Education Conference
MILWAUKEE – September 15, 2014 – Quest CE, premier provider of insurance continuing education and FINRA firm element training, is pleased to announce its attendance at the Securities and Insurance Licensing Association’s (SILA) upcoming 2014 National Education Conference. The annual conference will take place October 5-8 at the Disneyland Hotel in Anaheim, California. Given the location, the theme of this year’s event is “If You Can Dream it, You

All 5 Releases

More Releases for Questtrak

Quest CE Promotes David Deppiesse to Senior Compliance Specialist
Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to announce the promotion of David Deppiesse to Senior Compliance Specialist. Dave has been with Quest CE since 2007, where he started out in the online department and later transitioned into the compliance division. In his new position as Senior Compliance Specialist, Deppiesse will act as the primary contact for processing all Quest-administered Providerships and course/instructor
Quest CE Announces the Hiring of Dan Paluszynski as Software Developer
Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to announce the addition of Dan Paluszynski to the Quest CE team. Paluszynski will be joining the Information Technology department as software developer. Paluszynski will hold primary responsibility for maintaining Quest CE’s proprietary online systems: a top of the line learning management system, Renaissance, and the premier seminar administrative tool, Questtrak. He will also spearhead
Quest CE Presents Faculty-Led CE
Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to present a new service to our suite of Providership Administration options, Faculty-Led CE. This ground-breaking Quest CE program option allows firms to receive the benefits of offering instructor-led live CE training, while eliminating the burden of seminar delivery allowing the wholesaler firm to focus on their producers, separately from the instructor experience. Onsite Faculty-Led
Quest CE Celebrates 25 Years of Excellence
Quest CE, premier provider of insurance continuing education and FINRA firm element training and tracking, celebrated its 25th anniversary in August. As a leader in innovation, Quest CE’s continual focus on advancing their technological platforms, providing outstanding customer service, and delivering a multitude of financial industry services have made it the successful company it is today. Formerly known as Newport Financial Consultants, the company was renamed and under new leadership
Quest CE Promotes Patrick Torhorst to Chief Information Officer
Quest CE, premier provider of insurance continuing education and FINRA firm element training and tracking, is pleased to announce the promotion of Patrick Torhorst to Chief Information Officer. In his new role, Torhorst will continue to oversee the information technology department implementing new strategies to increase productivity, analyzing technology trends and IT tools tailored to the needs and requirements of the financial and insurance industries, as well as keeping internal
Quest CE Offers Correspondence Continuing Education (CE) Training
MILWAUKEE – March 4, 2011 – Quest CE, premier provider of continuing education and compliance training, is proud to offer Correspondence CE Training, an innovative service designed to assist agents with earning CE in a well-timed manner. Based on state requirements, agents need multiple ethics and/or annuity credits to hold a license. Correspondence CE Training offers an effective, convenient solution to comply with the unique state specific ethics and annuity