Agent Training & Certification Tracker
Tracks carrier training and professional certifications
What you need to use this
- ✓ Learning Management System
- ✓ Carrier Training Portals
- ✓ HRIS
What this agent does
- Monitors carrier-required training
- Tracks professional designations (CPCU, CIC, etc.)
- Sends training compliance reminders
- Reports agency training status
Examples of work it does
→ 100% carrier training compliance
→ Tracked CPCU progress for 5 agents
→ Completed mandatory cyber training for all producers
How to get started
1
Pick
Choose this agent for your business
2
Connect
Give it access
3
Done
Pay when work is done.
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