Xchange™

RegEd worked with the industry's leading carriers and distributors to build an integrated application that satisfies the largest firms' most complex requirements for contracting, insurance licensing and securities registration, from end-to-end. Today, Xchange is installed in firms of every size, in every segment of the financial services industry.

Xchange eliminates the paper in contracting, licensing and registration by placing a user-friendly Q&A engine directly in the hands of your producers. Collected once, producer profile data is stored in the Xchange database and called upon for contracting, licensing, appointments, securities registration and continuing education.

Xchange will fully automate your entire licensing and registration enterprise from the producer desktop all the way through to the regulatory authorities. E-contracting incorporates your company-specific forms and processes. You implement Xchange's customizable workflows and integrate Xchange data with other critical systems like Human Resources and New Business/Commissions. With Xchange a firm can automate processes that were formerly manual and human intensive. Xchange can verify a new producer's appointment status after a sale and trigger a just-in-time appointment based upon activity in your commission system. Xchange can also initiate a license amendment from a change of address in your HR system, and more.

Fully integrated with the NIPR and the FINRA's Web CRD, Xchange will push and pull representative and agent information, conduct verifications and identify data disparities, as permitted by regulators.

The possibilities are unlimited. As an application that is centered and built on client-defined needs, Xchange continues to grow and adapt to regulatory changes and client requests.

For more information on Xchange, click here.