Five Platforms Stitched Together
Is Not a Strategy.
One Platform Is.
Most CME and continuing education organizations manage content creation, credit tracking, learner experience, virtual classrooms, and commerce across five disconnected tools. Instancy replaces all of them with one AI-powered platform — so your team spends less time managing infrastructure and more time delivering education that changes clinical practice.
"Creating one CME course takes our team six weeks and a $20,000 budget. By the time it's published, the clinical guidelines have already changed."
— Director of CME, Regional Medical AssociationSix operational problems costing you
revenue, learners, and credibility
These aren't technology problems — they're strategic problems caused by platforms that were never designed to work together. Here's what's actually happening.
Content Creation Takes Months and Costs a Fortune
A single accredited CME module requires subject matter expert interviews, instructional design, scriptwriting, production, review cycles, and accreditation documentation. By the time it launches, the clinical evidence has moved on — and the budget is exhausted.
CE Credit Tracking Is a Manual Compliance Burden
Tracking learner participation, managing evaluations, issuing certificates, handling transcripts, and producing audit-ready records for accreditation bodies — most organizations manage this across spreadsheets, a separate LMS, and a certificate tool that don't talk to each other.
Completion Rates Are Low — and Sponsors Are Asking Why
Long-form, passive, lecture-style content drives completion rates of 40–60%. Sponsors and institutional clients increasingly demand engagement metrics, knowledge change data, and evidence of clinical behavior impact before committing to program funding — data most platforms cannot produce.
Multi-Jurisdiction Compliance Is Overwhelming to Manage
Organizations serving clinicians across multiple states or specialties face different credit requirements, accepted content formats, reporting deadlines, and specialty board submission rules per jurisdiction. Tracking compliance manually across all of them is a full-time job that still produces errors.
B2B and Consumer Revenue Require Two Separate Systems
Institutional clients — hospitals, health systems, associations buying seats in bulk — need enterprise licensing, SSO, and aggregate reporting. Individual clinicians need eCommerce, subscription management, and self-service enrollment. Most platforms force you to run these two models in entirely separate environments.
Your Technology Stack Is a Collection of Band-Aids
An LMS for delivery. A separate authoring tool. A credit tracking database. A virtual classroom platform. An eCommerce plugin. A reporting tool. Every integration between them is a potential failure point — and when one updates, everything downstream breaks.
Watch every part of your
CME operation get simpler
Five focused videos showing distinct capabilities — each one a real platform workflow, not a concept demo.
Every capability your CME
organization needs. One platform.
Instancy is modular — you start with what matters most today and expand as your program grows. Every module is built to connect, not just coexist.
AI Content Creation & Learning Content Management
Generate any CE content format from clinical source materials, guidelines, or a simple topic brief — microlearning modules, interactive simulations, video scripts, roleplay scenarios, assessments, and full learning paths. Clinical experts review and refine. What used to take 6 weeks takes hours.
- Any content type from a prompt or source document
- Avatar-led video content generated automatically
- Interactive simulations and roleplay scenarios
- Full LCMS — version control, reuse, multi-format publishing
Learning Management & Experience Platform
A unified LMS and LXP delivering the full spectrum of CE experiences — self-paced modules, blended programs, adaptive learning paths, AI tutor sessions, coaching, and mobile microlearning. Learners get a modern, personalized experience whether they're on their phone at 6am or their desktop between patients.
- Adaptive learning paths per role and specialty
- AI tutors — interactive, not passive
- Mobile-first — iOS and Android apps included
- Competency-based progression and skill tracking
Virtual Classroom & Blended Learning Management
Schedule, run, and manage live virtual CE sessions — with attendance tracking, recording, and automatic credit assignment upon completion. Blend live sessions with on-demand content, pre-work assignments, and post-session assessments into structured learning programs that mirror the rigor of in-person education.
- Live virtual classroom scheduling and management
- Attendance tracking with automatic credit assignment
- Session recordings linked to on-demand catalog
- Blended program builder — live + async + assessment
CE Credit Tracking, Accreditation & Analytics
Automate the full CE credit lifecycle — participation tracking, evaluation management, certificate issuance, transcript generation, and audit-ready reporting. Advanced analytics give your team and your sponsors the engagement metrics, knowledge change data, and completion evidence that justify program investment.
- Full CE credit lifecycle automated end to end
- Certificates, transcripts, and audit records generated automatically
- Sponsor-ready engagement and impact analytics
- Multi-jurisdiction credit rule configuration
Marketplace, B2B Commerce & Multi-Site Platform
Instancy operates as a fully branded CE marketplace — learners can browse, purchase, and enroll in accredited activities through single course purchases, subscription bundles, or membership tiers. Simultaneously, your institutional B2B clients get enterprise licensing, SSO, aggregate reporting, and white-labeled learning environments — all from the same content library, on the same platform.
Your biggest B2B client and your individual learner subscription both access the same course — with completely different pricing, branding, and reporting experiences configured per audience. No duplicate content. No duplicate systems.
- Fully branded CE marketplace with integrated eCommerce
- Single purchases, subscriptions, and membership tiers
- B2B enterprise licensing with SSO and admin dashboards
- Multi-site configuration — white-label per institutional client
- Aggregate reporting for B2B clients — seats used, completions, credits
- Content partnership model — expand catalog without producing everything in-house
- B2C membership management with renewal and access control
- One content library — multiple revenue streams, one platform
From content idea to accredited
program — four connected steps
Instancy is built so every step feeds the next — content created in the authoring tool flows directly into the learner experience, CE tracking, and revenue reporting without manual handoffs between systems.
Create content with AI — in hours, not weeks
Clinical experts provide source materials, guidelines, or a topic brief. AI generates the full content suite — microlearning, simulation, video, and assessment. Expert review refines the output. The result is publication-ready accredited content at a fraction of the traditional time and cost.
Publish to your learner experience and marketplace
Content publishes simultaneously to your branded learner portal, your mobile app, and your CE marketplace — with pricing, enrollment rules, and credit assignments configured per audience. B2B institutional clients see their white-labeled environment. Individual learners see the public catalog. Both access the same content.
Deliver — live, blended, or on-demand
Learners engage through adaptive self-paced modules, AI tutor sessions, live virtual classrooms, or blended programs combining both. Every interaction is tracked — attendance, assessment scores, time in content, and completion — feeding the CE credit and analytics layer automatically.
Report, certify, and demonstrate impact
CE credits are assigned and certificates issued automatically upon completion. Audit-ready records are maintained without manual reconciliation. Sponsor dashboards show engagement metrics and knowledge change data. B2B client administrators see aggregate completion and compliance reports in real time.
Built for every type of
continuing education organization
Instancy serves the full spectrum of CME and CE providers — from specialty societies and associations to hospital education departments and independent CE companies.
- Member CE portal + non-member marketplace
- AI content creation without large production team
- Sponsor engagement analytics and reporting
- Virtual classroom and blended program management
- Department-level credit tracking and dashboards
- Compliance reporting across the health system
- Full CE marketplace with eCommerce and subscriptions
- B2B multi-site licensing per institutional client
- AI authoring scales content output without scaling headcount
Questions CME leaders
ask us most
Your CME program deserves a platform
as capable as your clinical experts.
Bring your current content production challenge, your learner base size, and your revenue model. We'll show you exactly how Instancy fits — and what the first 90 days looks like for a program like yours.

