CHALLENGES Frustrated by a time-intensive manual process for scheduling their continuing education courses for Financial Advisors, this insurer turned to Universal Wilde. They challenged us with developing a solution which reduced the administrative time associated with inputting and verifying data between an internal system, a state-regulatory website and a spreadsheet needed by their print vendor. SOLUTION The experts at Universal Wilde customized the user interface of its state-of-the-art communications platform, XccelerateTM, allowing users to schedule their courses and order print materials. In the back-end, business rules determine which courses a user can schedule based on their state and government regulations. Administrators at the insurer can approve or reject course

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