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Success Live Success Live (formerly ClienTell CE)(formerly ClienTell CE)
Continuing EducationContinuing EducationServicesServices
The Success Family of CE Companies
The Instructor Approval The Instructor Approval ProcessProcess
Wholesaler completes Instructor Qualification Form and attaches resume. Requesting approval for insurance, CFP, CLU/ChFC, and/or CPE CE
Mail/fax/email to Success Live CE
Success Live CE prepares approval paperwork for the
Departments of Insurance and other designation authorities
Approval paperwork submitted to each Department of Insurance and designation authorities by
Success Live CE
Course Scheduling Course Scheduling ProcessProcess
Course scheduling information is faxed/emailed/phoned in to Success Live CE
Success Live CE Pre-notifies
State and others of Live
CE class
Success Live CE prepares sign ins/outs, certificates and handouts to ship to site based on scheduling form.
Wholesaler delivers
workshop, handles sign in
and out requirements
and hands out certificates
where allowed.
and
After giving the courseAfter giving the course
Wholesaler photocopies the sign ins/outs for backup
Wholesaler FedEx’s/mails and
faxes the originals to Success Live CE
Success Live CE inputs data, creates rosters and reports
students to DOIs plus all designation authorities
Department of Insurance and designation authorities update records
Contacting Success Live Contacting Success Live CECE
Hours - 6:30 am to 5:00 pm PSTHours - 6:30 am to 5:00 pm PST Phone - (949) 706-9459 Fax – Phone - (949) 706-9459 Fax –
(949) 706-9452(949) 706-9452 Email – Sheila Email – Sheila
[email protected]@clientellce.com or or
Zack Zack [email protected]@successce.com Web-site for general information Web-site for general information
www.SuccessLiveCE.comwww.SuccessLiveCE.comThe Success Family of CE Companies
Success LiveSuccess LiveContinuing EducationContinuing Education
ServicesServices
The Success Family of CE Companies