How to get started

It’s quick and easy to get started. 84% of firms that try out our service end up becoming loyal clients. Our experience with hundreds of satisfied clients is testament to the insight that can be guided purely from using our solution.

REG promises to be with you every step of the way. If you’re not 100% sure if you’re ready to try it, we can give you a taste.

Either request your demo today to get started to see how it can benefit you. Or request your free Broker Assessment today - getting started is simple, just follow these four easy steps.

Book a Demo

4 easy steps to get you started

Step 1

Request your free Broker/Producer Assessment Report

Simply supply us with a list of your Brokers, and our team will produce a health check assessment report of your Broker/Producers. These include:

  • Number of Brokers no longer authorised by the FCA
  • Number of Brokers that have a credit rating indicating moderate to high risk of failure within 12 months
  • Summary of FCA authorisation status, Creditsafe credit ratings, sanctions screening, along with ICO and Companies House checks on your Brokers
Request Today

Step 2

Request your REG Demo

Our short demo will quickly walk you through our award-winning platform and show you how what once took days, now takes seconds. An expert will guide you through the platform and show you how to view the current health of your Brokers, export custom reports and analyse trends, and how quick it is to set up custom alerts for Broker status changes.

  • Instantly assess Broker due diligence profile
  • Review and assign exceptions to users for further investigation
  • Receive exception alerts, e.g. credit score drop
  • Add comments and track resulting actions
  • Cleanse your Broker estate
  • Search for and add new Brokers to monitoring

Step 3

30 day free trial

84% of firms that take our free trial decide to take up our service. Find out whether REG is for you. With our 30 day no-obligation trial you can:

  • Instantly view full due diligence profiles of the Broker/Producers uploaded
  • Review and address key compliance exceptions identified in your free broker assessment report
  • Review and address key compliance exceptions identified in your free broker assessment report
  • Add any blacklisted firms or individuals,
  • Create a monitoring list of sub-delegated authority producers
  • Receive instant Alerts to notify you of changes in key Broker data
  • Set up users and customise alerts received by various departments and business roles
  • Add Broker/Producer specific comments and document
  • Export and analyse key trends across your Broker estate
  • Search for and add new Brokers to Monitoring

Step 4

Signing up and training

Some of the benefits of signing up and setting up an account include:

  • Set-up additional users and set your alert criteria
  • Receive ongoing exception alerts, e.g. credit score drop
  • Connect with registered Brokers and access their PII statements
  • Export reports and exchange new TOBAs
  • Benefit from Broker Management audit and customisation features
  • Receive ongoing support and reporting from our in-house team of experts who are on hand to help you every step of the way

Request your REG Demo

Our short demo will quickly walk you through our award-winning platform and show you how what once took weeks, now takes seconds. An expert will guide you through the platform and show you how to view the current health of your Brokers, export custom reports and analyse trends, and how quick it is to set up custom alerts for Broker status changes.