Overview

As distribution models grow more complex, manual processes simply can’t keep up.

Recorded live at RegEd Engage 2026, this session will showcase how firms are using RegEd’s SMART automation across licensing, appointments and terminations, and renewals to build scalable, compliance-ready producer management operations. Customer speakers will walk through how automation drives straight-through processing, enforces state and carrier rules, and keeps producer data continuously up to date. Attendees will gain practical insight into how advanced automation improves operational efficiency, reduces compliance exposure, and supports faster, more confident growth.

Presenters


Christine Poppe Manager, Distribution and Sales Compliance TruStage​

Presenters


Leslie Gullidge Director of Licensing
USAA Investment Management Company​

Presenters


John Hale
Regional Sales Manager
Varicent​

Presenters


Jacob Spitzley
VP of Product Management
RegEd​

Presenters


Michael Domoracki Principal Solution Product Manager RegEd​

About RegEd

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients, including 80% of the top 25 financial services firms.

Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk.

Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients.

 

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