PRODUCER MANAGEMENT CAPABILITIES
The only unified solution to power the full lifecycle of agent and advisor credentialing, delivering a frictionless user experience that minimizes the compliance burden on your distribution partners.
Alerts 2.0
Receive same-day, automated notification of PDB record changes, ensuring accurate up-to-date producer and agency data. Learn more.
CE Central
Simplify the management of producer compliance with state CE requirements. Learn more.
FINRA Registration Profiles
Manage FINRA-related registration information for each registered representative to ensure regulatory requirements are met. Learn more.
Managed Services
RegEd’s expert Managed Services team can prepare filings and transactions, order supporting documents, validate producer data against current regulatory sources, and maintain evidence of filing. Learn more.
Permissive Registrations
Comprehensive, WORM-compliant system for managing permissive registrations using a highly configurable workflow and approval process. Learn more.
Producer Onboarding
Integrate comprehensive capabilities that enable insurance companies to dramatically reduce the time to contract and appoint new producers. Learn more.
RegEd CLEARXchange
Instantaneously validate contracting, licensing, education and training, appointment, and registration, at the source, to deliver a real-time Clear to SellSM. Learn more.
Registered Rep Onboarding
Drive unparalleled operational efficiency and optimize processes throughout the rep onboarding and registration process. Learn more.
State Requirements
Gain instant access to current state summaries of licensure, appointment and termination statutes, regulations and administrative requirements. Learn more.
Xchange Enterprise Overview
Xchange iX has been implemented in more than 200 leading insurance and financial services firms. Learn more.
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
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.
PRODUCER MANAGEMENT:
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.
WEBINAR: Winning the Battle for Talent: Best Practices to Attract and Retain Top Producers
Recorded live at the 2024 RegEd Engage Annual Conference, this engaging session commences with an overview of the prevailing challenges confronting insurers and broker-dealers in the realms of agent and representative retention, talent acquisition, and acceleration of market readiness.
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.