A new version of the Training tab will be introduced in the next update to SureLC, scheduled for Monday, September 23rd. Some of these features are in a "beta" or early look phase, but everything you are used to doing on the Training tab is still supported.
The new features, like the ability track continuing education courses and which carriers' training requirements are currently met, are available for you to try out with this SureLC update. As we continue to work on these enhancements on the Training tab, we would appreciate any feedback that you have about how you use it in your workflow, and what additions or changes could improve your experience.
You'll also find a redesigned AML training course section that shows you a better view of the producer's current status and their course history. Plus, there are the recent improvements to the FINRA section that you might have noticed over the last couple of weeks.
To learn how to add AML training information using the new version, please view the support article at this link.
If you have any questions or comments about using the new Training tab, please contact our Support Team. We will be happy to assist you!
