Craig Weber
Insurance Practice Leader

Joe Palmer
Securities Registration and Disclosure Manager


Leslie Gullidge
Director of Licensing


Mike Pietig
VP of Annuity New Business and Suitability
Sammons Financial


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.

The session includes a presentation of a recent market study on the challenges and opportunities organizations face in agent and agency onboarding. Panelists offer insight into how their firms approach this critical and fast-evolving process.

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.


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