Product Call - XCEL's Licensing Pathway - 04-02-2026

Why XCEL Testing Is #1 for Insurance Pre-Licensing at The Alliance (Admin Portal, Reports, Study Tools)   Clay Mertes introduces XCEL Testing as The Alliance's preferred pre-licensing provider, citing the people, higher exam pass likelihood, and an easy-to-use technology system. XCEL's Mike and Omar explain they lead the industry in sending candidates to testing centers and maintain above-average pass rates, then walk through tools that help agents manage students: a new Alliance Resource Hub with downloadable PDFs (best practices, mentoring, calendars, how-to videos), and the Admin Portal for tracking enrollments, last login, detailed transcripts, and red flags like repeated quizzes or skipping content. They review daily tracking emails, custom reports that can be saved and scheduled, the "prepared to pass" status across three course parts, study calendars for finishing in 7–10 days, access-window extensions, state requirements pages, and instructor support for failed exams.   00:00 Welcome And Introductions 00:35 Why XCEL Testing Wins 02:10 Industry Leader Proof 03:21 Meet Omar And Setup 04:46 Resource Hub Overview 10:14 Admin Portal Access 11:56 Student Transcript Deep Dive 15:51 Using Data To Coach 19:39 Custom Reports Scheduling 24:00 Daily Progress Email Breakdown 26:48 Certificate Check Colors 28:04 Unlocking Full Question Bank 29:41 Finish Faster Remember More 31:12 Study Calendars Extensions 33:05 State Requirements Hub 36:15 Mentoring After Failed Exam 41:23 Why Access Window Floats 44:16 Student Resources Notes 45:06 Engagement Daily Report Habits 46:27 Manager Codes Hierarchy 50:54 Q&A Resource Hub Wrap 52:48 Final Thanks Closing