You're responsible for your team's continuing education compliance — but you have no way to track it. We're building the first CE credit tracking dashboard for Canadian insurance brokerages.
Your agents need CE credits every year. You're responsible for making sure they get them. But right now, you're flying blind.
Most brokerage owners track CE with spreadsheets, emails, or not at all. There's no single view showing which agents are on track and which aren't.
Insurance councils conduct random audits. If an agent can't prove their CE credits, it's the brokerage's problem — fines, suspensions, lost business.
BC's deadline is May 31. Alberta's is June 30. Ontario's is September 30. If you operate in multiple provinces, tracking gets even harder.
New hires need to know their CE requirements immediately. When agents leave, you need records of what they completed under your brokerage.
PNC Learning and CE Corner track credits per individual. There is no dashboard that shows a brokerage owner their entire team's CE status at a glance.
An agent with an expired licence can't write business. Every policy they touch during a lapse is a compliance risk for the entire brokerage.
A dashboard that gives brokerage owners and office managers complete visibility into their team's CE compliance.
One dashboard showing every agent's CE credit status, completion dates, and progress toward their annual requirement.
Alerts when agents are falling behind, deadlines are approaching, or credits are about to expire.
Generate a complete compliance report for your entire brokerage with one click — ready for any Insurance Council audit.
Automatically applies the correct CE requirements based on each agent's province — BC, Alberta, Saskatchewan, Manitoba, or Ontario.
Add new agents and instantly see their CE requirements, deadlines, and what they need to complete.
Agents upload their CE certificates directly to the platform. Everything stored in one place — no more chasing PDFs.
Every province has different rules. CEtrack will handle them all automatically.
Down the road, we plan to offer accredited CE courses directly within CEtrack — so your agents can complete their credits and have them automatically tracked, all in one place. One platform for tracking and learning.
Join the Waitlist for UpdatesBe the first to know when CEtrack launches. Early waitlist members will get priority access and founding member pricing.
CEtrack is a CE credit tracking dashboard we're building for insurance brokerage owners and office managers across Canada. It will give you a single view of your entire team's continuing education compliance status.
We're currently in development. Join the waitlist to be notified as soon as we're ready for early access.
We're building support for British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario — covering the CE requirements for each province's insurance council.
PNC Learning and CE Corner are course providers that track credits for the individual who took the course. CEtrack is designed for brokerage owners — it gives you a team-wide dashboard showing every agent's CE status, not just one person's.
Not at launch. Initially, CEtrack will focus on tracking and compliance reporting. We plan to add accredited CE courses directly on the platform in the future.
Pricing will be announced closer to launch. Waitlist members will receive founding member pricing.
Yes. CEtrack will automatically apply the correct CE requirements based on each agent's province of licence, so you can manage a multi-province team from one dashboard.
CEtrack is being built by licensed insurance professionals who deal with CE compliance firsthand and understand the gap in existing tools.