MANAGED SERVICES: CAPABILITIES
Using Xchange, RegEd’s Licensing and Registration Managed Services team can prepare the required filings and transactions, order supporting documents, validate producer data against current regulatory sources, and maintain evidence of filing.
“We were focused on growth and acquisition integration strategy. Our previous outsourcing vendor couldn’t scale operations quickly enough to keep up with us. We weren’t looking for a partner who could keep up with us, we were looking for a partner who could stay ahead of us. And that’s been the real differentiator in working with RegEd.”
VP, Finance & Accounting Operations | Tier 1 Brokerage Firm
MANAGED SERVICES: RELATED RESOURCES
Content covering the latest news and best practices for onboarding, licensing and registration, from industry and RegEd subject matter experts.
WHITE PAPER: Insurance Licensing and Compliance: New Models for New Times
Author Karlyn Carnahan, CPCD, Head of Insurance at Celent, provides an overview of challenges faced by insurers, agencies, and call centers in the licensing and compliance process, and details factors to consider when deciding between fit-for-purpose technology — or whether to consider a managed services model.
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.
CLIENT SUCCESS STORIES: Managed Services
Hear the real-world experience of Arthur J. Gallagher, and learn how they have enabled cost efficiency, enhanced broker satisfaction and reduced risk through partnership with RegEd.
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.
MANAGED SERVICES: RELATED SOLUTIONS
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
REGISTERED REP ONBOARDING
RegEd Registered Rep Onboarding solution offers the unique ability to drive unparalleled operational efficiency and optimize all processes throughout the onboarding and registration process.
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.