PRODUCER MANAGEMENT CAPABILITIES

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.

INDUSTRY LEADERSHIP

13M+

Active licenses and registrations managed

5.3M+

Insurance and Securities Transactions Processed Annually

300,000+

State Licensing, Appointment, CE and Registration Rules, Maintained by RegEd’s Regulatory Affairs Team

2,300+

Licensing and Registration Regulatory Updates Published by RegEd’s Regulatory Affairs Group Annually

20+

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.

PRODUCER MANAGEMENT:
RELATED RESOURCES

Content covering the latest news and best practices for producer management from industry and RegEd subject matter experts.

WEBINAR: Adjuster Licensing A Year in Review and a Look Towards the Future

This in-depth webinar covers the latest developments in adjuster licensing, where we reflect on the significant changes of 2024 and look ahead to anticipated shifts in 2025. Designed for licensing and compliance professionals, this session covers key topics in the adjuster licensing landscape, including essential updates, best practices, and a sneak peek into potential regulatory changes.

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.

WEBINAR: Winning the Battle for Talent: Best Practices to Attract and Retain Top Producers

Recorded live at the 2024 RegEd Engage Annual Conference, this engaging session commences with an overview of the prevailing challenges confronting insurers and broker-dealers in the realms of agent and representative retention, talent acquisition, and acceleration of market readiness.

WHITE PAPER: Producer Management and Compliance

To better understand the current state of producer management and compliance, RegEd conducted a comprehensive survey aimed at exploring industry trends, challenges, and opportunities. This whitepaper presents the findings of the survey, offering insights into how firms are managing producer compliance today, the key obstacles they encounter, and the strategies they are implementing to optimize their programs.

CONTACT US

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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