Reporting
CPD Anytime now provides AFSL Holders real time oversight and reporting of ALL CPD activity conducted by their network.
- No End of Year Surprises
- No chasing up brokers and / or authorised representatives for their training register at the end of the year
You will now have ongoing, real time access to all CPD Activity. This solution is designed to compliment your existing compliance platform. All data can be exported in a CSV or PDF File.
How Does it work?
The solution is split into 2 parts:
Data entry via a mobile app for brokers and AR’s
The app allows insurance brokers to collect and track CPD points across all providers & training methods via:
QR Scan Code
Tap and go at PD Days, conferences, webinars, insurer training days. Points are instantly issued and the brokers training register is automatically updated.
Manual Upload with Photo
When a QR scan code is not available, the broker can manually record training in the app and attach a photo as evidence of completion. This photo is attached to the training register and can easily be called up in the future.
Content Earned on the App
Accredited CPD training completed on the app is automatically recorded in your training register.
A Web Portal for AFSL Holders
All CPD activity instantly flows through to a web portal for real time oversight and reporting. At anytime, you will be able to see
- A summary of total CPD points earned at both your group and individual levels.
- Complete training registers for individual brokers and AR’s.
- Photo evidence of completed training.
All reporting can be exported in a CSV or PDF file and uploaded into your existing compliance platform.
Use our 'Tap and Go' technology to save time and money
You no longer have to manually create and email CPD certificates after your internal training.
How Does it Work?
- We provide you with a QR scan code for the training.
- The QR code can be used on TV screens, iPads or printed on paper.
- Brokers open the app and hit scan.
- Instantly, CPD points are allocated and the broker’s training register is updated.