RegEd CLEARXchange: Capabilities

RegEd CLEARXchange instantaneously validates contracting, licensing, education and training, appointment, and registration, at the source, to deliver a real-time Clear to SellSM

Speed to Market

A critical driver of competitive advantage is agent satisfaction and loyalty. And part of that equation is speed to market – the ability for producers to place new business and receive commission, compliantly, in real time.

Real-time Validation

Ensure producers hold the proper credentials, including just-in-time training completions, for the business being placed and commissions being paid. Firms and producers do not have to delay placing business or paying commissions while waiting for training completion reports to be run or files to be uploaded to external systems.

Key Integrations

The RegEd CLEARXchange module comprises out of the box integrations with any / all of the following, depending on client requirements:

– Client-side order entry / account opening / compensation systems
– RegEd’s Annuities and Industry Training Platform
– Integrations with third-party training providers

Business Process Automation

If a new appointment is required, the solution will automatically generate the appointment and validate the completion of any mandatory state, industry and carrier training that is required to sell the product(s). RegEd CLEARXchange will then return a “clear to sell.”



RegEd CLEARXchange: Related Resources

Content covering the latest news and best practices for onboarding, licensing and registration, 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.

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: Insurance Agency Licensing and Compliance: New Models for New Times

This report, authored by Karlyn Carnahan, CPCD, Head of Insurance at Celent, provides an overview of the different challenges faced by insurers, agencies, and call centers in the compliance process, and details some of the factors to consider when deciding whether to purchase technology designed specifically to manage the compliance process — or whether to consider managed services.

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.

By accessing data directly from the source in real-time, RegEd CLEARXchange enables producers to immediately fulfill training requirements. To date, more than 920,000 agents have taken just-in-time training from RegEd’s Annuities and Industry Training Platform to complete required courses before they were on the agent file from the carrier.

RegEd CLEARXchange: Related Solutions

Complementary solutions to power your compliance and credentialing program – all on a unified enterprise platform.


RegEd’s CE Central solution simplifies the management of producer compliance with state CE requirements.


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.


Xchange Producer Onboarding integrates comprehensive capabilities that enable insurance companies to dramatically reduce the time to contract and appoint new producers.


Xchange is unique in its ability to drive unparalleled operational efficiency and optimize all processes across producer / rep on-boarding, registration and licensing activities.


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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