Quest CE Introduces Data Bulk Load Utility

Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to announce the introduction of its high performance, data bulk load utility.

Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to announce the introduction of its high performance, data bulk load utility. The bulk load tool and supporting web interface, enables program administrators to efficiently upload user information into their firm's database, and assign courses, surveys and outside training to multiple representatives, for seamless data integration.

The bulk load feature was designed specifically to offload the complex and time-consuming process of individually importing single sets of data into a firm's program directory. By automating the upload process, Quest CE provides firms with the control to launch their complete compliance program in minutes, rather than hours.

To begin, users are prompted to input their students' information into a customizable data file. Program administrators can be as generic or detail-specific as needed, with options to assign unique reporting identifiers and program greetings to single users. In creating these identifiers, administrators have the ability to track individual and/or branch progress more easily by creating customizable reports that contain detailed information. In addition, program greetings can be edited per individual profile to include rep-specific instructions, such as training deadlines and announcements.

Once the student details have been loaded, program administrators have the ability to bulk load courses, outside training and/or surveys to multiple student profiles through the firm's live directory. In addition, firms can also bulk assign new hire training, procedure updates, as well as policy attestations. For additional training and tracking options, administrators have the ability to allow all, or certain individuals, access to Quest CE's firm element course library, insurance course library, and/or the annual tracking feature.

Loading individual sets of data is a daunting task for anyone in today's data-centric world. Using Quest CE technology, firms can streamline the cumbersome set-up process by efficiently self-managing the load of large volume data, without the additional fees associated with account administration.

To learn more about Quest CE's data bulk load utility, please contact our sales department at 877.593.3366 or [email protected]. Click here to view Quest CE's bulk load utility instructional booklet.

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Quest CE is the premier provider of compliance training and tracking technology solutions to the financial services industry.

Quest CE
10100 W Innovation Drive (Suite 200)
Milwuakee, WI 53226
United States