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ISCOVER
Staff Reporter
Intellitrain has launched a new CPD point management system that is said to help brokers keep track of their points and hours for multiple memberships.
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The free system allows brokers to record all of their CPD activities and then generate an output report in various formats that can be sent straight to the appropriate membership body.
Intellitrain’s chief executive officer Paul Eldridge said the new system would potentially help brokers save several hours each year.
“We will be offering the service free for brokers but we will be asking for a small management fee from aggregators and franchise operators who would like to use the system for compliance monitoring,” Mr Eldridge said.
The system has taken Intellitrain 6 months to develop, with the main goal of providing brokers a flexible system which is simple, easy to use, yet quite powerful at the same time.
“The system has also been designed to allow multiple levels of management reporting – for example we can assign a group of brokers to their BDM enabling the BDM to help assist their brokers meet their CPD requirements.”
The system is also capable of managing multiple levels of reporting for organisations such as aggregators wishing to group reporting by State, BDM or nationally to see all broker CPD point compliance in one snapshot.
“In addition, we can link the system to other back office applications such as CRM systems.”
