Xchange Agency Contracting integrates comprehensive capabilities that enable insurance companies to dramatically reduce the time to contract and appoint new producers.

Automated Notifications

Status change alerts are sent to designated recipients as the contracting process progresses.

Fully Customizable

Robust hierarchy and workflow management capabilities can be configured to mirror the firm’s operations.

Auto-Populate Data

Automatic data population from primary sources – including NIPR, BI providers and distributor-internal systems – reduces producer data entry, streamlines the contracting process.

Business Process Automation

Triggers appointment transaction creation based on defined events, eliminating the need for staff intervention.

Enterprise Reporting Capabilities

Generate templated and ad-hoc reports, across the producer population, at any level of the company’s hierarchy, enabling the firm to readily produce documentation to satisfy requests from internal stakeholders and state examiners, reinforcing “culture of compliance” perceptions.

Comprehensive Dashboards

Provide unified views of contracting approval status and exceptions.

Real-Time Validation

Licensure validation and data synchronization with the NIPR ensure that producers are properly credentialed and that accurate data populates transactions, reducing non-compliance risk.

The solution can directly interface with the NIPR, BI providers and distribution partner systems to auto-populate contracting forms, greatly streamlining the collection of producer data. Once producer data is collected, it is automatically reused in subsequent appointment and other transactions.


Content covering the latest news and best practices for producer onboarding, licensing and registration, from industry and RegEd subject matter experts.

AITE-NOVARICA REPORT: Distribution Channel Management: Insurance CIOs Focus on Improving the Onboarding Experience

This report presents and discusses the findings of interviews with ten life, annuity, and property/casualty insurance carriers that varied in size between midsize and large.

WHITE PAPER: Distribution Onboarding in the Digital Era

RegEd is pleased to share the following report based on a survey and interviews of executive and managerial staff within carriers’ distribution management and operations areas.

WEBINAR: Onboarding in the Digital Age / Insurance Leaders Panel

Senior business leaders from top insurance companies and distributors discuss some of the challenges and opportunities facing the insurance industry in the context of these changing times – including digitization of insurance; M&A and consolidation; economic uncertainty; competitive pressures; advances in technology; and of course, more regulation.

EXECUTIVE BRIEF: Xchange Onboarding, Licensing and Registration

This executive brief provides an in-depth overview of Xchange, RegEd’s Enterprise Contracting, Licensing and Registration solution, developed in collaboration with top industry firms, which has been implemented in more than 500 financial services firms.


Complementary solutions to power your compliance and credentialing program – all on a unified enterprise platform.


Alerts 2.0, a module of RegEd’s Xchange Enterprise Licensing and Registration solution, enables companies to identify individuals and agencies for which they should receive notifications and automated PDB data updates.


RegEd CLEARXchange instantaneously validates contracting, licensing, education and training, appointment, and registration, at the source, to deliver a real-time Clear to SellSM


RegEd Registered Rep Onboarding solution offers the unique ability to drive unparalleled operational efficiency and optimize all processes throughout the onboarding and registration process.


Xchange is unique in its ability to drive unparalleled operational efficiency and optimize all processes across producer / rep on-boarding, registration and licensing activities.


Schedule a personalized consultation with our solution and subject matter experts. We’ll provide an overview of how RegEd’s enterprise platform enables our clients to improve efficiency, effectiveness and transparency across the enterprise.

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