RegEd Xchange Agency Contracting

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.