Verify training before annuity activity
Confirm the required annuity training, product knowledge and license status for the applicable role and transaction. Block unqualified activity and retain course or competency evidence.
Event-driven
Before sale or recommendation and at qualification renewals
Confirm the required annuity training, product knowledge and license status for the applicable role and transaction. Block unqualified activity and retain course or competency evidence.
- Training and authorization record
Controlled record with date, owner, source and review history
Distribution compliance lead
Leela can watch for the trigger, keep the clock, and flag what is late.
Leela can track evidence, dates and exceptions once the scope and connected data are configured; a person resolves regulatory judgments.
Tell Leela about your company to see whether this applies.
Tell Leela how you handle it today, or hand it over: see what’s next.