Elevate Your Producer Experience
A frictionless experience throughout the credentialing and compliance lifecycle enables firms to recruit and retain top talent by improving producer satisfaction. Automation enables producers to spend more time with clients and less time entering data and addressing compliance needs.
Elevate Your Compliance Standard
Xchange enables firms to seamlessly execute the complex processing requirements associated with managing and tracking representatives’ licensing, registration and compliance and product education credentials, while minimizing non-compliance risk.
Elevate Your Expectations
Xchange was developed in collaboration with leading industry firms over more than 150 enterprise implementations. RegEd clients benefit from the critical insights and best practices of the largest firms in the industry, as well as RegEd’s expertise in regulatory compliance, implementation methodology, data management and security.
Xchange uniquely provides a single, unified solution that is powered by an extensive compliance rules engine. The solution enables firms to seamlessly execute the complex processing requirements associated with managing and tracking representatives’ licensing, registration and compliance and product education credentials.
Thought leadership from industry and RegEd subject matter experts.
WEBINAR: Licensing & Registration Leaders Panel
This webinar features a panel of compliance and operations leaders who discuss the current state of licensing and registration and its impact on distribution, operations and compliance programs in light of the pandemic.
WHITE PAPER: Distribution Onboarding in the Digital Era
This report is authored by Craig Weber, Principal & Founder of Perspexion, and provides an overview of the current state of agency and agent onboarding among major U.S. insurers, the business impact of current tools and strategies, and the essential considerations for carriers that seek to improve their agency and agent onboarding performance.
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.
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.
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’s CE Central solution simplifies the management of producer compliance with state CE requirements.
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.