Panelists
Kaitlyn Small
Manager of Regulatory Compliance
RegEd
Michael Pouliot
EVP Head of Xchange Sales
RegEd
Adjuster Licensing: A Year in Review and a Look Towards the Future
Overview
Join us for an in-depth webinar on the latest developments in adjuster licensing, as we reflect on the significant changes of 2024 and look ahead to anticipated shifts in 2025. Designed for licensing and compliance professionals, this session will cover key topics in the adjuster licensing landscape, including essential updates, best practices, and a sneak peek into potential regulatory changes.
Key topics include:
- 2024 Adjuster Licensing Changes: A comprehensive review of recent updates in adjuster licensing requirements and procedures.
- RLS Adjuster-Specific Filings: Insights and statistics on filings, highlighting trends and efficiencies gained.
- Designated Home State (DHS) Best Practices: Guidance on DHS selection, reporting to PDB, and the impact of DHS choice during the application process.
- Adjuster Process Reminders: Important reminders on affiliation and appointment requirements to ensure compliance.
- Looking Ahead to 2025: A preview of expected regulatory updates, including insights from the NAIC Adjuster Working Group and potential state-level changes.
- Q1 2025 Renewal Overview: Upcoming renewals and strategies for smooth submissions.
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.
