Overview

RegEd’s Annuities Training Platform (ATP) is an industry-wide SaaS solution that centralizes state-mandated annuity suitability training and carrier-specific product training on a single, shared platform. The platform enables producers to register, complete required training, and have course completions reported automatically to affiliated carriers and distributors. It provides continuous regulatory monitoring and supports carriers with data feeds, reporting, and real-time access to training status to meet state requirements.

Features and Capabilities

• Audience & Roles: For carriers, producers and distributors — configurable experiences and reporting tailored to each role.
• Centralized Training Delivery: Single platform for state suitability courses and carrier-specific product training; producers register and complete courses online.
• Automated Carrier Reporting: Course completions are automatically reported to multiple carriers and distributors to maintain compliance records.
• Carrier Course Management: Carriers can assign, update and manage carrier-specific courses; new state courses added when approved.
• Regulatory Monitoring & Guidance: Monitors state legislation and rules, provides guidance to carriers and helps ensure course content aligns with regulations.
• Reciprocity & State Tracking: Real-time reciprocity and state requirement tracking so producers and carriers understand which state training applies and when.
• Notifications & Producer Workflow: Email alerts notify producers when carrier courses must be completed or updated; producer profiles retain training when they move between firms.
• Data Feeds & Reporting: Supports data feeds, customized reporting and real-time database access to maintain audit trails and compliance documentation.
• CE & Certificate Handling: State-mandated training is available, and courses may qualify for continuing education credits and certificates for a fee.
• Scalability & Enterprise Use: Designed to support many carriers and large producer populations across states, suitable for enterprise compliance environments.