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

By RegEd

Next-Generation Intelligent Producer Onboarding

No Ratings
Starting at $60   USD/user/month
Business Need
Agent Productivity
Requires
None

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.

  • RegEd Xchange Agency Contracting: 2-Min Explainer

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
RegEd Contract Management/1.3 1.3.1
Listed On
06/06/2022
Latest Release
09/20/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 19
Custom Tabs: 11
Custom Apps: 1
Lightning Components
Global: 17
App Builder: 0
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/25/2022

Additional Details

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.

Need help?

RegEd

Raleigh, NC, USA

Support Phone800.334.8322
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