PRODUCER ONBOARDING: CAPABILITIES
Xchange Producer Onboarding integrates comprehensive capabilities that enable insurance companies to dramatically reduce the time to contract and appoint new producers.
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.
PRODUCER ONBOARDING: RELATED RESOURCES
Content covering the latest news and best practices for producer onboarding 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: 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.
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.
PRODUCER ONBOARDING: 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.