• On-Demand Webinar

    Transforming Distribution: The Power of Data Integration in Producer Management


Moderator

Speakers

Michael Pouliot
EVP, Head of Xchange Sales
RegEd

Jackie Morales
Senior Principal
Datos Insights

Greg Miller
Strategic Sales Manager
Varicent

Rick Grewe
Lead Business Analyst
USAA

Lakeisha Forte Wells
Sr. Director, Claims Compliance
Markel

Recorded live at RegEd Engage 2025, dive into the transformative impact of data integration on agent onboarding, real-time ‘can-sell’ signals, and commission payments, designed to enhance both advisor and admin experiences. This session will outline strategies for streamlined agent setup, compliance assurance via accurate ‘can-sell’ signals, and workflow optimization through integrated data systems. Learn about the essential role of seamless data integration in facilitating prompt and accurate commission payments, and how leveraging commission data can improve the commission experience, fostering transparency and trust with producers.

Discover how data integration empowers administrative teams to evolve from reactive problem-solvers into proactive strategists, and how a well-managed data flow provides actionable insights for Distribution Leaders, fostering informed decision-making and growth.

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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