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