REGISTERED REP ONBOARDING: CAPABILITIES
RegEd’s Registered Rep Onboarding solution offers the unique ability to drive unparalleled operational efficiency and optimize all processes throughout the onboarding and registration process.
The solution integrates sophisticated workflow and hierarchy management capabilities that expedite the routing of electronic onboarding packets through the prescribed approval process, ensuring that all required sign-offs occur.
REGISTERED REP ONBOARDING: 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.
WHITE PAPER: Distribution Onboarding in the Digital Era
This report is authored by Craig Weber, Principal & Founder of Perspexion, and provides an overview of the current state of agency and agent onboarding among major U.S. insurers, the business impact of current tools and strategies, and the essential considerations for carriers that seek to improve their agency and agent onboarding performance.
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.
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.
REGISTERED REP 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.
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.
RegEd’s CE Central solution simplifies the management of producer compliance with state CE requirements.
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.