The only unified solution to power the full lifecycle of agent and advisor credentialing, delivering a frictionless user experience that minimizes the compliance burden on your distribution partners.
Active licenses and registrations managed
Insurance and Securities Transactions Processed Annually
State Licensing, Appointment, CE and Registration Rules, Maintained by RegEd’s Regulatory Affairs Team
Licensing and Registration Regulatory Updates Published by RegEd’s Regulatory Affairs Group Annually
Years of experience in the producer management and compliance domain
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.
Content covering the latest news and best practices for producer management from industry and RegEd subject matter experts.
WEBINAR: Adjuster Licensing in a Changing Landscape – Industry Trends and Regulatory Update
Hear from RegEd’s Regulatory Affairs and Xchange Product Management teams on what you need to know related to adjuster licensing in today’s dynamic regulatory and business environment. We also provide a short overview of the ways that technology can drive efficiency and reduce risk for your adjuster licensing program.
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.
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: Removing Friction For Your Financial Professionals – Streamlined Onboarding Through Next-Gen Technology
This session features a panel of sales and distribution leaders to discuss the current state of agent and agency distribution. Topics include managing multi-channel distribution, maintaining producer loyalty, data management and digitization, product strategy, agent/agency onboarding and credentialing, field services and more.
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.