We are excited to announce a completely new Continuing Education Tracking experience. CE Tracking can be used to track all of your insurance producer's insurance CE courses in a single view. This includes CE courses taken in any study method, including CE Webinars, Classroom, Online, or Self Study. You can easily export this data for your internal reporting needs.
What is new in CE Tracking 2.0?
CE Tracking 2.0 makes tracking your insurance producer's CE completion quicker, easier, and provides more detail into where they are in the process. Here's a quick summary of the enhancements:
A modernized, simple, clean user interface
Online Course Progress Reports
Flexible layout and customization
Track Custom Properties as columns in the tracking view
Reorganize or hide columns to fit your preference
Search, sort, and filter students
Export data to a CSV
26 trackable columns including:
Certification Exam Attempts
Certification Exam Best Score (%)
Certification Exam Passed Date
Certification Exam Time (hrs)
Chapter Exam Average Attempts
Chapter Exam Average Score (%)
Chapter Exam Time (hrs)
Chapter Progress (%)
Last Activity Date
National Producer Number
Study Time (hrs)
Total Time (hrs)
Access certificates of completion
View detailed progress reports of your students online course progress, including:
Exam Best Score
Exam Worst Score
Exam Average Score
Slides Viewed / Slides Total
Exam attempts, scores, and times
Print progress report details
Set up notifications for yourself and anyone else who needs to stay in the loop on student's CE course completions. Notifications can be set up to be sent daily, weekly, or monthly.
Integration with the A.D. Banker for Business Platform
The most powerful enhancement to CE Tracking is that it is now integrated with the A.D. Banker for Business Platform. This platform provides you with a suite of features that enable customization and flexibility to easily manage the insurance and securities licensing process for your people in one simple and robust platform.
CE Tracking can now be found in the “Continuing Education” tab of the A.D. Banker for Business platform. We look forward to seeing you take advantage of the new features and would love to hear your feedback. Get in touch with our team for a quick demo, or sign up for an account to experience it yourself!