Posted by Alex McCoy ● March 28, 2019

Announcing CE Tracking 2.0

New Continuing Education Tracking

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

Continuing Education Tracking Overview


Tracking Overview

  • 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
    • Chapter Progress (%)
    • Completion Date
    • Cost Center
    • Course State
    • Course Title
    • Employee ID
    • Enroll Date
    • Expiration Date
    • Last Activity Date
    • National Producer Number
    • Phone
    • Reported Date
    • Start Date
    • Student Name
    • Study Method
    • Study Time (hrs)
    • Total Credits
    • Total Time (hrs)

Continuing Education Tracking Progress Report

Progress Reports

  • Access certificates of completion
  • View detailed progress reports of your students online course progress, including:
    • Reading Time
    • Testing Time
    • Exam Best Score
    • Exam Worst Score
    • Exam Average Score
    • Exam Attempts
      • Score/Grade
      • Date
      • Time
    • Slides Viewed / Slides Total
    • Completion Date
  • 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!

Topics: Student Tracking, For Business, Continuing Education

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