Managing Insurer Relationships
at Scale

Managing insurer relationships is becoming a full-time job. TOBA renewals, information requests and regulatory paperwork pull your team away from business development. REG puts that time back in your hands.

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Manual Relationship Management Does Not Scale

Compliance processes often evolve rather than get designed. Across a growing insurer panel, the gaps in a manual approach become impossible to ignore.

Without REG

  • Information requests handled manually for every insurer relationship
  • TOBA renewals tracked in spreadsheets with no clear timeline
  • FCA permissions and PII cover scattered across emails and folders
  • No single view of your compliance status across the panel
  • Fair value and consumer duty evidence gathered manually
  • Team time consumed by paperwork instead of client development

With REG REG Network Logo

  • Digital document exchange with e-signature and centralised storage
  • Automated renewal reminders and expiry tracking for every TOBA
  • Centralised compliance data covering FCA status and permissions
  • One view of your standing across your entire insurer panel
  • Distribution chain visibility supporting fair value and consumer duty
  • Distribution chain visibility as your network expands
  • Team time freed up for relationships and business development

The result is not just efficiency. It is time back. REG gives broker leaders a clear, centralised way to manage insurer relationships without the constant administrative drag.

Why Broker Leaders Choose REG

Built for leaders who need compliance handled without it taking over the business.
 

Reduce Workload

Reduce Compliance Paperwork

Cut the time spent on TOBA renewals, information requests and documentation across your insurer panel.

Centralise Relationship Data

Centralise Relationship Data

FCA permissions, company details and coverage for every insurer relationship sit in one place.

Centralise Data

Simplify Fair Value Visibility

See fair value and consumer duty status across your distribution relationships without manual evidence gathering.

Visibility

Know Your Own Standing

Get a clear view of your compliance status across your entire insurer panel at any time.

TOBA Management

Automate Renewal Tracking

Reminders and document tracking mean renewals no longer stack up unmanaged.

Distribution Chain

Free Your Team for Clients

Less time on paperwork means more time on client service and business development.

How REG Streamlines Broker Operations

How REG Streamlines Broker Operations

Document management becomes effortless. You get back to growing relationships.
 

  • Digital Document Exchange – TOBA signing, renewals, e-signature, version control and centralised storage.
  • Automated Renewal Management – Reminders, tracking and expiry alerts so renewals never stack up unnoticed.
  • Centralised Compliance Data – FCA status, regulatory permissions and company information in one place.
  • Distribution Chain Visibility – See downstream relationships and understand the full picture across your panel.
  • Response Tracking and Notifications – Know exactly when insurers return completed information.
  • Audit-Ready Storage – Documents, compliance evidence and signed TOBAs organised and accessible.

 

Document management becomes effortless. You get back to growing relationships.

Real-World Impact from Peers in Insurance

Whether you are managing a single TOBA or collecting information across hundreds of counterparties, REG Exchanges handles the whole workflow from creation to archive.

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3M+weekly data checks powering continuous oversight across the network

REG Products That Matter for Compliance Leaders

REG Network

Your primary compliance operating system.

Your core platform for monitoring your insurer panel, assessing counterparties and maintaining continuous compliance oversight.

  • AML screening and continuous monitoring
  • Business verification and credit assessment
  • Regulatory and licensing verification
  • Centralised due diligence management
  • Digital document exchange

REG Exchanges

Streamline TOBA and document workflows.

TOBA management, digital document exchange, distribution chain visibility and counterparty communication in one place.

  • Digital signing and document management
  • TOBA and authority documentation
  • Audit-ready version control
  • Distribution chain visibility
  • Secure counterparty collaboration

REG Risk 365

Advanced governance for enterprise teams.

For larger broker operations needing configurable governance thresholds and deeper oversight across the panel.

  • Configurable risk monitoring thresholds
  • Custom risk appetite frameworks
  • Advanced alerts and dashboards
  • Extended governance controls
  • Suitable for larger compliance teams

Solutions Built for Broker Operations

Explore specific challenges we help broker leaders solve.

TOBA Management Software

Digitise and streamline delegated authority documentation and renewals.

Broker Due Diligence Automation

Automate repetitive checks across your insurer and coverholder panel.

Centralised Compliance Data

Replace fragmented spreadsheets with a single source of truth.

Third-Party Risk Monitoring

Maintain continuous oversight of risk across your distribution chain.

Manage Relationships Efficiently. Reduce Manual Work.

Talk to someone who understands broker operations.

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