01
Schedule an approved course
Choose from the courses available for your state, then add the date, time, location, instructor, and delivery format. Your approved catalog is already waiting in the portal.
Included with every instructor program
Everything behind your CE classes, in one place.
Your Preferred Systems client portal gives you one place to schedule approved courses, share registration, manage rosters, access teaching materials, and complete each class. We handle the certificates, state filing, and compliance work that follows.
One platformAcross every Preferred Systems instructor program
Already includedNo separate platform to select or license
Set up for youYour courses, states, instructors, and registrations
From scheduled to filed
One clear workflow for every class.
The portal keeps the operational pieces in order so you always know what to do before, during, and after you teach.
02
Share your registration page
Publish a branded registration link for the class or use an agency portal for a local office. Attendees can review the details and register themselves online.
03
Watch your roster fill
See registrations as they come in, review attendee details, and add or update attendees when needed. Confirmations and class communications stay connected to the course.
04
Prepare from one place
Open the course PowerPoint, instructor resources, marketing materials, attendance forms, and other class documents without hunting through email attachments.
05
Teach and record attendance
Run the class, confirm who attended, and complete the required course information. Evaluations and attendance records remain tied to the correct class.
06
PSI completes the follow-through
After the class is complete, certificates are delivered and Preferred Systems handles the required state filing. The completed course stays in your portal history.
A clear division of work
The platform does the organizing. You do the teaching.
You stay close to the audience and the classroom. Preferred Systems keeps the administrative and compliance work moving behind the scenes.
Your role
Lead the class and the relationship.
- Choose the approved course and schedule it
- Invite agents and promote the class
- Teach the approved course content
- Confirm attendance after the class
Platform + PSI
Carry the administration around it.
- Online registration and attendee communications
- Organized rosters, evaluations, and course records
- Electronic certificates of completion
- State-board filing and compliance documentation
- Email and phone support seven days a week
Your client portal
Built around the way CE instructors actually work.
It is more than a registration page. It is the working home for your approved courses, instructors, classes, attendees, and completed records.
Courses and scheduling
View your available course library and manage scheduled, completed, cancelled, live, virtual, and on-demand classes from one account.
Instructors and locations
Keep instructors, teaching locations, approved states, and course formats organized as your program grows.
Attendees and class records
Manage registrations, attendance, evaluations, completed-course history, and attendee exports without maintaining separate spreadsheets.
Certificates and filing
Keep each class moving from completed attendance to certificate delivery and state reporting with the records connected throughout.
Get started
See how the platform fits your instructor program.
We'll show you how instructors schedule courses, manage registrations, run classes, and hand off the certificate and filing work to Preferred Systems.
- Most calls take 20–30 minutes
- No obligation
- We’ll tell you if it’s a fit, even if the answer is “not yet”
You bring the expertise.
The platform keeps the program moving.