RegEd, the leading provider of producer management technology for the insurance and financial services, will showcase its next-generation Xchange Producer Management solution, featuring its industry-first CLEARXchangeSM real-time “clear to sell” capability, at the 2025 LIMRA Distribution Conference. As firms continue to navigate an evolving regulatory landscape, RegEd’s advanced technology enables them to streamline producer onboarding, ensure compliance, and accelerate time to market.
RegEd’s Xchange Producer Management automates critical producer lifecycle processes, integrating onboarding, licensing, appointments, and registration into a seamless workflow. The solution’s CLEARXchange module provides real-time validation of producer credentials, ensuring that agents and advisors can place business immediately while maintaining full compliance.
“To remain competitive in today’s market, insurers and distributors need to reduce friction in the producer onboarding process and enable a seamless experience for their agents,” said Michael Pouliot, EVP and Head of Xchange Sales at RegEd. “With CLEARXchange, firms can eliminate delays caused by missing or outdated credentials, ensuring that producers are ‘clear to sell’ in real-time. This not only improves efficiency but also enhances producer satisfaction and revenue potential.”
Enabling Real-Time “Clear to Sell” in a Dynamic Compliance Environment
During the conference, RegEd will host an exclusive thought leadership session at Booth #4 on Tuesday, March 4th, at 10:45 AM during the morning networking break. The session, “Give Your Producers the Green Light: Enabling Real-Time ‘Clear to Sell’ in a Dynamic Compliance Environment,” will be presented by Michael Pouliot, RegEd EVP of Sales and a recognized expert in distribution technology and compliance solutions.
The session will explore how CLEARXchange enables firms to automate and validate producer credentialing in real-time, ensuring that producers are fully authorized to sell before initiating transactions. With industry training and compliance requirements becoming increasingly complex—such as the California Life and Annuities training mandates—firms must adopt advanced solutions to prevent compliance gaps and reduce Not In Good Order (NIGO) transactions. Attendees will gain insights into how leading insurance and financial firms are leveraging technology to deliver real-time “can-sell” signals, eliminating compliance roadblocks and significantly reducing time to market for new producers.
RegEd’s Xchange Producer Management, including CLEARXchange, will be featured at Booth #4 during the 2025 LIMRA Distribution Conference. To learn more or to schedule a private demonstration, visit www.reged.com or stop by the RegEd booth during the event.
About RegEd
RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients, including 80% of the top 25 financial services firms.
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.
