Overview

RegEd Managed Services offers outsourced licensing, registration and compliance‑processing for insurance producers and financial‑services firms. Their team uses RegEd’s Xchange platform to handle filings, documentation, data validation and regulatory evidence maintenance — enabling clients to reduce overhead, stay compliant, and scale operations flexibly.

Features and Capabilities

• Cost Effectiveness: Reduces operational costs for licensing and registration, avoids IT build‑outs and maintenance overhead.
• Scalability: Enables immediate scaling of operations to meet changing business needs, with variable cost and no long‑term overhead.
• Deep Industry Expertise: RegEd’s professionals continuously monitor regulatory and administrative changes (state DOI requirements, NIPR, FINRA etc.), ensuring compliance and leveraging industry best practices.
• Industry‑Leading Technology: Built on the Xchange enterprise platform — clients benefit from best‑in‑class infrastructure, security, and continuous technology improvements without needing to maintain it themselves.
• Flexible Service Models: RegEd offers full‑service outsourcing or targeted support (e.g. during high‑demand periods or complex transactions like multistate filings or adjuster licensing).
• Regulatory Compliance Support: Handles licensing, registration and regulatory‑filing tasks end‑to‑end, enabling firms to maintain up‑to-date compliance with state DOI, FINRA, and other regulatory bodies.
• Reduced Internal Burden: Firms can offload administrative and regulatory overhead tasks, freeing internal resources for core business and growth activities.