RegEd Xchange Producer Management review: pricing, NIPR filing and features
RegEd Xchange manages producer onboarding, licensing, appointments, renewals, continuing education (CE), FINRA registrations and terminations on state rules RegEd's regulatory team keeps current. Same-day NIPR alerts keep your records in step with the states.
It fits carriers, agencies, MGAs and broker-dealers. Both versions, Xchange and Xchange Accelerate, are priced by quote.
- Best for
- Carriers, large agencies and broker-dealers managing licenses and FINRA registrations together
- Price
- Quote only, for Xchange or Xchange Accelerate
- State and NIPR fees
- Managed Services covers filings and is quoted separately
- NIPR sync
- Same-day notice when a Producer Database record changes
- License filing
- Smart license renewals on Accelerate
- Appointments
- Your rules start appointments and terminations, including just-in-time on Accelerate
- Carrier contracting
- Prefilled contract packets with approvals and e-signature
- Demo or trial
- Scheduled demo. No trial
Our take
Xchange fits carriers, large agencies and broker-dealers that manage insurance licenses and securities registrations in one place. It goes well past tracking, with business rules that start appointments, a clear-to-sell check and same-day notice when NIPR records change.
Xchange Accelerate trades custom setup for ready-made workflows so you go live sooner.
Pros
- The clear-to-sell check can create a missing appointment first
- Same-day notice of NIPR changes, with a review queue
- Insurance licenses and FINRA registrations in one system
- Adjuster licensing with designated home state rules
- Public API and webhook documentation
- Managed Services can run the filings for you
Cons
- No published prices
- Contract terms aren't public
- Doesn't publish which filings it handles in each state
Plans and pricing
| Plan | Price | Who pays | What it adds |
|---|---|---|---|
| XchangeFirms that want workflows set up to their own rules | Quote only | The firm | The full module set, including onboarding, licensing, appointments, CE Central, FINRA registrations, adjuster licensing and Alerts 2.0 |
| Xchange AccelerateFirms that want to go live sooner | Quote only | The firm | Ready-made workflows with daily imports and exports, CLEARXchange, just-in-time appointing, smart renewals and appointments, document imaging and CE |
From RegEd's product pages, checked October 2026. Accelerate's workflows come from past RegEd projects, so there is less to configure.
Managed Services
RegEd's team can prepare filings, order supporting documents, check producer data and keep proof of each filing. It's billed by the work done and quoted separately.
NIPR and state filing
- Connection to NIPR
- Pulls from the NIPR Producer Database, with a transaction API for appointments and terminations
- How often it syncs
- Same day. Alerts 2.0, its NIPR change alert, flags a state record change on the day it reaches NIPR
What it pulls from NIPR
- Same-day notice of Producer Database changes
- Producer Database searches for people or firms
- Producer data to prefill contracting forms
What it files for you
- Appointments, started by your business rules
- Terminations
- Just-in-time appointments, on Accelerate
- License renewals, on Accelerate
Licenses and credentials
License types
- Producer licenses
- Agency and firm licenses
- Adjuster licenses, including home state rules for adjusters whose own state doesn't license them
- FINRA registrations
Other records tracked
- Lines of business
- Appointments
- Contracts
- Continuing education
- State and carrier product training
- Background investigations
CE Central, its CE tracker, matches each producer's licenses to state CE rules and imports finished courses from outside providers. It emails reminders about CE deadlines, renewal dates and courses still pending.
State Requirements gives current summaries of each state's licensing, appointment and termination rules. For registered reps, it stores registration records so they can't be altered, with approvals and a sign-off trail.
Appointments and terminations
- How appointments are filed
- Your business rules start appointment transactions on their own
- Terminations
- Automated on Accelerate, and the transaction API brings them in for filing. Events you define can start a Form U5, the FINRA form that ends a registered rep's registration
- Just-in-time appointing
- On Accelerate. CLEARXchange can also create a missing appointment before it returns clear to sell
Contracting and onboarding
- Carrier paperwork
- Contract appendices are built and prefilled from each producer's lines and products, using data from NIPR, background check vendors and your CRM. Packets route through approvals, and exceptions go to a review queue
- Ready-to-sell check
- CLEARXchange checks contracts, licenses, training, appointments and registrations and returns Clear to Sell, or Clear to Process Claim to tell a claims system an adjuster may take the claim
- E-signature
- Signed contract documents can be sent to your other systems by webhook
- Who pays for contracting
- The firm that licenses Xchange
Hierarchies and roles
Xchange has hierarchy views and reports at any level of your company. It also creates and ends producer codes.
- User roles
- Role-based access, with multi-factor login and audit logs
Alerts and renewals
Alerts it sends
- Same-day notice of NIPR changes, which can update records or wait in a review queue
- Reports on differences between NIPR and your records
- Flags when a producer's role or products don't match the licenses
- Contracting status emails as a packet moves through approval
- Emails about CE deadlines, renewal dates and pending courses
Integrations
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| NIPR | NIPR | In | Producer Database alerts and searches, plus producer data for contracting forms |
| FINRA | Regulator data | In | Registration data for registered reps |
| DTCC | Industry data | In | Data from the Depository Trust & Clearing Corporation, which settles securities and annuity trades |
| RegEd API | API | Both ways | Creates, updates and exports producer profiles, searches NIPR and sends appointment and termination transactions |
| RegEd webhooks | API | Out | Pushes profile changes, producer codes, contract data and signed contracts |
| Varicent | Commission | Partner | Commission and incentive software partner |
| CRM, HR, commission and background check systems | Enterprise | Varies | Connects Xchange to the rest of your systems |
RegEd's developer portal documents the API and webhooks publicly.
Getting started
Book a demo
RegEd schedules a demo with your team.
Pick Xchange or Accelerate
Accelerate starts from ready-made workflows to go live sooner. Full Xchange is set up under a statement of work.
Load producers
Producer records load through the Producer Import API, with a bulk option for large files.
Set your alert rules
Pick which NIPR changes update records on their own and which wait for review.
RegEd's Professional Services team runs new setups. Help comes through a customer support portal.
Security
How producer data is protected
- SOC 2 report in the Trust Center, on request
- PCI DSS documents, penetration tests and recovery plans, on request
- Role-based access
- Multi-factor login
- Audit logs
- Encryption, backup and data destruction policies
RegEd Xchange Producer Management alternatives
- AgentSync ManageQuote onlyRuns on Salesforce, with daily NIPR sync and bulk filing
- Sircon Producer CentralQuote onlyCarrier system that logs every can-sell answer for exams
- ProducerflowQuote onlyNo Salesforce, and most teams go live in weeks
- Rhoads PCRMQuote onlyAdjuster licensing plus a team that files for you
See every option in insurance licensing software.
Frequently asked questions
How much does RegEd Xchange cost?
RegEd quotes both Xchange and Xchange Accelerate after a demo. Managed Services is priced separately as a variable cost.
What is CLEARXchange?
It's RegEd's clear-to-sell check. It looks at contracts, licenses, training, appointments and registrations, and it can file a missing appointment before it says yes.
Does RegEd Xchange file appointments and terminations?
Yes. Your business rules start appointment transactions, and Accelerate automates terminations and just-in-time appointing.
Does RegEd track CE?
Yes. CE Central matches licenses to state CE rules, imports finished courses and emails reminders.
Does RegEd handle adjuster licenses?
Yes. Xchange for Adjuster Licensing works out the rules for single and multi-state adjuster licenses, including designated home states.
How we researched this review. We based this review on the terms and product pages published by RegEd Xchange Producer Management, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan RegEd Xchange Producer Management quit selling or a contract term that reads different now, let us know and send the link to the page where RegEd Xchange Producer Management has it. Somebody here pulls up that page and checks it before we change anything on ours.