Overview

Insurance Agents must take “continuing education” courses on a regular basis (every 2 years) and they have to earn a certain grade to pass (70% or higher). Different states in the USA have different rules, but a lot of them are generally the same.

An example of a course name would be “Home Owners Insurance for the state of Maryland”

Requirements For Site Administrators (The Client)

Add/Edit/Delete Courses (Course Management)

Each course will have basic reading material and an exam.

Content Type: Courses

• [ ] View all courses that are on the platform
• [ ] Add Course
• [ ] Edit Course
• [ ] Delete Course - This should go to Trash and be recoverable. This will generally not be used, but instead, administrators will simply set the course to Discontinued
  • [ ] Removes access for users to purchase this course
  • [ ] Removes everyone’s access to view the course content
  • [ ] Does NOT remove the record in a user’s profile that they had either purchased the course, taken the course, or both

Course Fields**:**

• [ ] Text Input: Course Name’
• [ ] Image Upload: Course Graphic (16:9)
• [ ] Dropdown: State (the US State the course belongs to)
• [ ] Dropdown: **Category (**Will be provided, e.g. Health, Property, Flood, etc.)
• [ ] Text Input: Course Year (when this course was published/last updated)
• [ ] Dropdown: Course Status: Valid or Discontinued
  • Setting it to discontinued will prevent the course from being purchasable
  • Setting it to disctontinued will prevent the course content from being accessible. Instead, a message will appear that reads “This course is expired.”
  • [ ] Text Input: URL of updated course - If this is populated, the message on the page will also include a link: “This course is expired. View the updated course.”
• [ ] Text Input: Cost (US Dollars)