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1 Welcome to the New Compliance Education Platform Changes you need to know about
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Welcome to the New Compliance Education Platform
Changes you need to know about
Welcome
Bob WilhelmProduct Manager, Talent [email protected]
Director, Client [email protected]
Vince Peterson
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0402
Introduction
Why CEP?What’s in it for companies?
Timing of changesWhat’s coming, and when.
Contacting LIMRAHow to best reach us.
Agenda for Today’s Webinar
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LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
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Survey ResultsWe spoke with Financial Sales Professionals and Decision-Makers to hear what they wanted from their compliance education product.
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Most important features:
System• Secure• One stop access
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Most important features:Processing Enrollments• Easy to:
• Enroll• Navigate• Use & understand
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Most important features:Reporting• Course completion status• Track completions• Get information sooner• Reduce wait time for results
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LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
Upgrade our technology
More efficient processing
Enhanced Customer Experience
One stop access
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Why Compliance Education Platform?
Upgrade technology
ReliabilitySecurity
Scalability
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Why Compliance Education Platform?
Automates processing throughout the day.
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Why Compliance Education Platform?
Enhanced customer experience.
Fasteraccess to
results
Self-service tools
Easy to use.
NEW “auto-certification”
option.
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Why Compliance Education Platform?
Single platform for LIMRA compliance products.
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Changes for Companies
Data file changes.
New options for submitting and retrieving files.
Enhanced search
capability.
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Changes for Companies
Company Admin Access
Retrieving student progress & completions
Ad Hoc Enrollments
Managing enrollments & terminations
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https://compliance-education.limra.com/
CEP Dashboard
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https://compliance-education.limra.com/
Submit Files
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CEP Customer Portal Submit enrollment files:
In bulk Single Entry Terminations
Click Submit Files & then Upload File(s), using
CEP Enrollment Request spreadsheet or
Termination Requests spreadsheet.
Click Submit Files
& then Enter
Enrollment
Click Enter
Terminations
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https://compliance-education.limra.com/
Upload Files
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https://compliance-education.limra.com/
Upload Enrollment or Termination File(s)
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https://compliance-education.limra.com/
Select your upload file
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Use the Upload button to upload the file
Use the Upload button to upload the file
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Use the Upload button to upload the file
Upload Complete Screen
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Sample CEP Enrollment Request
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Enter Enrollments
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Add New Record
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2 Records added – then click on Send My Request
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Single Entry Terminations – Add New Record
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Single Entry Terminations – Enter Login ID
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Single Entry Terminations – Send My Request
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Use the Upload button to upload the file
Retrieve File(s)
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New ID File Format
New ID file will not be generated unless requested
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Use the Upload button to upload the file
Progress Report file
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Use the Upload button to upload the file
Student Search
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Student Search
Search by:• Login ID (typically NPN)• or Name• or Email
Click on the transcript icon to view student status.
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Transcript Sample
You can see all courses in which your company has
enrolled the student.
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Use the Upload button to upload the file
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Use the Upload button to upload the file
Timing of the Format Change
Date LIMRA can start accepting new format
(pipe-delimited) enrollment files.
LAST date LIMRA will support current format
(comma-delimited) enrollment files.
March 11, 2019
July 31, 2019
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Use the Upload button to upload the fileUse the Upload button to upload the file
Getting Admin Access 1 3
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Send LIMRA…
Company Approver.
List of users.
Users will… Receive a
registration email.
Access given.
Complete registration
email.Return registration email to LIMRA.
Users will receive a welcome email.
Users can then log in and create password.
We’re here to help.
Customer Success [email protected], Client Success
Vince Peterson
https://www.limra.com/CEPCOMM
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LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
LOREM IPSUMLorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever.
Your Trusted Source for Industry Knowledge
For more information contact: John [email protected]
Welcome to the New �Compliance Education Platform�Changes you need to know aboutWelcomeSlide Number 3Slide Number 4Slide Number 5Slide Number 6Slide Number 7Slide Number 8Slide Number 9Why Compliance Education Platform?Why Compliance Education Platform?Why Compliance Education Platform?Why Compliance Education Platform?Changes for CompaniesChanges for CompaniesSlide Number 16Slide Number 17CEP Customer PortalSlide Number 19Upload Enrollment or Termination File(s)Select your upload fileSlide Number 22Slide Number 23Sample CEP Enrollment RequestEnter EnrollmentsAdd New Record2 Records added – then click on Send My RequestSingle Entry Terminations – Add New RecordSingle Entry Terminations – Enter Login IDSingle Entry Terminations – Send My RequestRetrieve File(s)New ID File FormatProgress Report fileStudent SearchStudent SearchTranscript SampleSlide Number 37Timing of the Format Change Getting Admin Access We’re here to help.Slide Number 41Slide Number 42
