RegEd Thought Leaders to Present on Enabling Real-Time “Clear to Sell” in a Dynamic Compliance Environment
RegEd, the leading provider of compliance and credentialing solutions to the financial services industry, will be a sponsor and exhibitor at the 2025 IRI Annual Conference, taking place March 26-28 at the JW Marriott Tampa. RegEd will exhibit at Booth #3, where attendees can learn how the company’s enterprise solutions streamline compliance and empower insurers to accelerate producer onboarding and sales readiness.
The IRI Annual Conference convenes leaders from across the insured retirement industry, offering key insights into regulatory developments, technology advancements, and best practices for fostering business growth.
“IRI’s annual conference is an essential forum for industry leaders to discuss the evolving compliance landscape and explore how technology can improve efficiency and enhance the producer experience,” said Michael Pouliot, Executive Vice President, Head of Xchange Sales at RegEd. “We look forward to sharing insights on how firms can leverage automation and real-time credential validation to drive success.”
Featured Conference Session: Give Your Producers the Green Light: Enabling Real-Time “Clear to Sell” in a Dynamic Compliance Environment
RegEd thought leaders will present a compelling session on how leading firms are addressing the increasing complexity of industry training and compliance requirements while ensuring a seamless producer and customer experience.
Session Details:
Date: Thursday, March 27, 2025
Time: 5:00-6:30 PM ET
Location: Tampa Bay Salon 8
Speakers:
Michael Pouliot, Executive Vice President, Head of Xchange Sales, RegEd
Jacob Spitzley, Director of Product Management, RegEd
Brandi Brown, Executive Vice President, Regulatory Affairs, RegEd
As training requirements evolve, firms are challenged to validate producer credentials in real time, preventing sales disruptions and improving the producer and customer experience. This session will provide an in-depth overview of the latest regulatory developments, such as California Life and Annuities requirements, and showcase how firms are using innovative compliance technology to eliminate Not In Good Order (NIGO) transactions and accelerate producer time to market.
RegEd invites conference attendees to visit Booth #3 to learn more about its comprehensive compliance and credentialing solutions. To schedule a meeting with the RegEd team at the event, please visit www.RegEd.com.
About RegEd
RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients that represent more than 35 of the top 50 insurance companies.
Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk.
Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients. For more information, please visit www.reged.com.
