As a brokerage firm, we offer continuing education for various target groups (insurance companies, broker associations, and large and small brokers; approximately 1,000+ participants annually) and are looking for a seminar management or learning management system. If possible, we would like to use one system to manage face-to-face events as well as blended learning, e-learning, webinars (live and recorded), surveys, event quality surveys, tests, and exams.
It should be possible to have separate branding for each of the different target groups. Our company's branding should be consistent (at least in a small area).
We have the following requirements for the software:
- Web-based solution – no download required by participants; should be hosted by the software provider
- Customized design for all common devices (mobile app, iOS, Android, smartphone, tablet, PC – at work and at home)
- Open and easy integration of externally provided content
- Rights management:
- Participant access (display of their training plans or courses, deadlines, display and option to download their personal documents (participant list, participation certificates, etc.)
- Broker access (can see all their employees, can perform certain evaluations
- We have administrator rights
- Easy registration option for brokers and their employees; for larger amounts of data, import from e.g. MS Excel
- Manage and address target groups: all employees of different brokers who, for example, process claims, sales staff, back office, etc.
- Course management for classroom and e-learning courses, blended learning, and “advanced” seminars (part 1, part 2, etc.) over several years; Management of lecturers, brokers, and their employees
- Personalized, automated communication: with potential participants and for processing existing participants – invitations, automatic reminders, “advertising emails” for potential or existing participants, certificate delivery, surveys, quality assessment, etc.
- Option to make documents available to participants on the platform
- Storage and retention of documents that employees and brokers can also access: participant lists, certificates, etc.
- by law, we are required to record not only the gross hours (course time) of the event for seminars, but also the net learning time = course time minus breaks; we or the broker must provide proof of this to the legislator upon request. Identification and management of this is required
- for new participants: Display of personal training courses and status or progress of their implementation or progress; number of hours already completed (IDDh) – participants can see at a glance how much they still need to complete to meet their 15-hour requirement for the year
- Storage of completed activities (file notes, emails, minutes, agreements, etc.) relating to brokers and broker connections
- Meaningful, customizable reports; export to MS Excel; automated evaluation of seminar quality assessments
- Creation and implementation of e-learning units, webinars, meetings, etc.
If seminar administration and learning management cannot be offered in a single system, we request an alternative, satisfactory solution (interfaces, etc.).
One to two software workstations are planned for seminar administration.