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

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 Compliance Paperwork

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

Centralise Relationship Data

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

Simplify Fair Value Visibility

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

Know Your Own Standing

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

Automate Renewal Tracking

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

Free Your Team for Clients

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

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.