Welcome to QuestTrak 4.0

About QuestTrak

The QuestTrak application is used by insurance and mutual fund wholesalers and sales support professionals who host continuing education events for their financial advisors. QuestTrak offers an array of scheduling, tracking, and reporting capabilities, allowing firms to more effectively manage their value-added insurance and designation CE program.

Use the navigation below to Login for Instructor, Supervisor or Administrator Access.


Real-Time Reporting

Our Insurance CE Administration Tool offers program administrators and instructors a user-friendly system that provides on-demand/real-time reporting and built-in regulatory checks to ensure your program is compliant with all State DOI and Designation requirements.


Included Features:

  1. Ability to bookmark seminar requests
  2. Ability to copy seminar set-up information for future events
  3. Automatic integration of material’s shipping address
  4. Advanced reporting capabilities for program administrators
  5. Ability to identify identify scheduling conflicts in real-time
  6. Instant validation of course and instructor approvals
  7. And much more!


Need Additional Continuing Education?

We specialize in providing on-demand Insurance Continuing Education, NAIC Suitability and Anti-Money Laundering courses. Our courses are authored by industry experts and are updated annually to keep pace with the ever changing insurance and financial landscape. Our Insurance, Designation, and Annuity Training courses meet each individual state’s CE requirement and we roster credits quickly so you can maintain your license in those last minute situations. We pride ourselves in not only having the best prices in the industry, but also the most intuitive and compliant user experience. Click here to learn more about Quest CE.