RegEd Xchange Agency Contracting – Integrated with NIPR, FINRA and more.

Automate the agency and agent onboarding and credentialing process. The solution enables insurance companies to dramatically reduce the time to contract and appoint producers, while providing a streamlined user experience and speeding time to market.

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DYNAMICALLY-GENERATED CONTRACTS ENSURE A SMOOTH ONBOARDING PROCESS AND ELIMINATE NIGOS Contract appendices are dynamically generated and prepopulated based on producer selections. AUTOMATIC DATA POPULATION REDUCES DATA ENTRY Automatic data population from primary sources – including NIPR, BI providers and internal CRM and third party systems. BUSINESS PROCESS AUTOMATION DRAMATICALLY REDUCES TIME TO MARKET Auto-trigger appointment transactions and background investigations based on business rules, eliminating the need for staff intervention. “CLEAR TO SELL” VALIDATION ENSURES COMPLIANT ORDER PLACEMENT AND REDUCES NIGOS Real-time credentials validation and data synchronization with the NIPR ensure that producers are properly credentialed at the time of business placement. WORKFLOW AND HIERARCHY MANAGEMENT Auto-route electronic contracting packets through the approval process, ensuring that required sign-offs occur and exceptions are queued for review. NOTIFICATIONS AND DASHBOARDS Status alerts are sent to designated recipients as contracting progresses. Provide unified views of contracting approval status and exceptions.