XCHANGE ENTERPRISE OVERVIEW: CAPABILITIES

Xchange, RegEd’s Enterprise Registration and Licensing solution, developed in collaboration with top industry firms, has been implemented in more than 150 financial services firms across the nation. Xchange is unique in its ability to drive unparalleled operational efficiency and optimize all processes across producer / rep on-boarding, registration and licensing activities.

Business Process Automation

Triggers transaction-creation, including new address updates, names changes, U5 terminations and renewals, based on defined events, eliminating the need for licensing staff intervention.

Robust Exception Handling

Alerts licensing operations to any credentialing issues, including disparities between producer role and licenses held or between licenses held and products being sold.

Comprehensive Dashboards

Provide critical, unified views of status and exceptions; enterprise reporting generates templated and ad-hoc reports across the producer population, at any level of the firm’s hierarchy.

Automated Alerts

Automated alerts with continuous data synchronization ensures that producer records are reconciled with FINRA and the NIPR.

Xchange uniquely provides a single, unified solution that is powered by an extensive compliance rules engine. The solution enables firms to seamlessly execute the complex processing requirements associated with managing and tracking representatives’ licensing, registration and compliance and product education credentials.

XCHANGE ENTERPRISE OVERVIEW: RELATED RESOURCES

Content covering the latest news and best practices for onboarding, licensing and registration, from industry and RegEd subject matter experts.

AITE-NOVARICA REPORT: Distribution Channel Management: Insurance CIOs Focus on Improving the Onboarding Experience

This report presents and discusses the findings of interviews with ten life, annuity, and property/casualty insurance carriers that varied in size between midsize and large.

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: 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.

XCHANGE ENTERPRISE OVERVIEW: RELATED SOLUTIONS

Complementary solutions to power your compliance and credentialing program – all on a unified enterprise platform.

ALERTS 2.0

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.

REGED CLEARXCHANGE

RegEd CLEARXchange instantaneously validates contracting, licensing, education and training, appointment, and registration, at the source, to deliver a real-time Clear to SellSM

CE CENTRAL

RegEd’s CE Central solution simplifies the management of producer compliance with state CE requirements.

PRODUCER ONBOARDING

Xchange Producer Onboarding integrates comprehensive capabilities that enable insurance companies to dramatically reduce the time to contract and appoint new producers.

CONTACT US

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.

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