Tools trusted by the largest insurers and distributors, calibrated for the needs of midsized and growing firms.

Insurance Licensing Automation

Streamline and automate the insurance licensing process, significantly reducing manual effort and enhancing compliance efficiency.

Advanced Appointment Processing

Advanced automation and firm business rules enable straight-through processing (STP), fully automated appointment termination and just-intime appointments, speeding producer time to market and eliminating unproductive fees.

Producer Data Reconciliation

Automatically reconcile producer data accurately across regulatory and internal systems, eliminating outdated information and reducing risk.

Industry-Leading APIs and Integrations

Leverage direct integration with third party systems to enable seamless flow of business processes and data throughout your technology ecosystem.

Producer Onboarding

Deliver a fully digital and automated producer onboarding experience, boosting new producer satisfaction and driving speed to market.

INDUSTRY LEADERSHIP

13M+

Active Licenses and Registrations Managed

5.3M+

Insurance and Securities Transactions Processed Annually

300,000+

State Licensing, Appointment, CE and Registration Rules, Maintained by RegEd’s Regulatory Affairs Team

2,300+

Licensing and Registration Regulatory Updates Published by RegEd’s Regulatory Affairs Group Annually

20+

Years of Experience in the Producer Management and Compliance Domain

REGED XCHANGE iX PRODUCER MANAGEMENT

Xchange iX streamlines the onboarding and credentialing lifecycle, eliminating manual work for producers through advanced automation and data integration. Faster time to market, next-level operational efficiency, and a world-class producer experience level the competitive playing field for midsized firms and position them to meet strategic growth targets.

 

CUSTOMIZE A SOLUTION THAT FITS YOUR BUSINESS

KEY BENEFITS

Producer Satisfaction

Deliver a frictionless user experience and speed to market that earn the loyalty of top producers to achieve sales and revenue goals.

New Levels of Operational Efficiency

Drive efficiency across the onboarding and credentialing lifecycle and enable staff to manage by exception.

Faster Time to Market

Data integration and business process automation capabilities minimize the time producers spend on compliance-related tasks.

XCHANGE iX FOR MIDSIZED FIRMS: RELATED RESOURCES

Content covering the latest news and best practices for producer management, from industry and RegEd subject matter experts.

WEBINAR: Adjuster Licensing in a Changing Landscape – Industry Trends and Regulatory Update

Hear from RegEd’s Regulatory Affairs and Xchange Product Management teams on what you need to know related to adjuster licensing in today’s dynamic regulatory and business environment. We also provide a short overview of the ways that technology can drive efficiency and reduce risk for your adjuster licensing program.

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.

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: How IT Can Empower Business Operations Through Advanced Automation and Integration in the Insurance Tech Ecosystem

Recorded live at the 2023 InsureTech Connect conference, Jacob Spitzley, RegEd’s Director of Xchange Product Management, presented RegEd’s next-generation Xchange Producer Management solution, which was developed with input from some of the nation’s largest insurance companies.

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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