CE Credit Tracker for Life and Accident and Sickness Insurance Agents

This CE Credit Tracker is the only tool you need to track your CE Credits throughout the year.

At a glance, you can quickly see how many credits you have for the current license period, and how close you are to completing the CE credit requirement. This tracker is built for Life and Accident and Sickness insurance agents within BC. Trackers for other provinces will be in the shop shortly.

You can upload numerous details of your CE Credits, including documents, notes from the session, the date it was taken, and the course provider. This tracker allows you to remain compliant with the Insurance Council of BC. Use the tabs in the table to filter your entries so that you can see which credits apply to the 2024-25 year (June 1 - May 31), your progress towards completion of all credits, and more.

This Notion template is available for your personal use and business use, but is not built to be resold.