Articles by Regina Stephenson

Regina Stephenson
Regina Stephenson is a writer and editor concentrating on the financial services industry, most specifically insurance and insurtech. Since insurance regulation and legislation already make for dry tinder, Regina specializes in setting it alight with blogs that inform and entertain the compliance and operations teams of insurance agencies, carriers, and MGAs alike. By taking an inside-the-community approach to compliance news, her witty exposure of changing regulations and the inflection points of insurance technology keep the insurance industry current. Her previous experiences include ghostwriting and publishing books for independent financial professionals and serving as an online editor at CJOnline.com. Regina enjoys breaking down complex topics into bite-sized, understandable pieces, and is passionate about good storytelling. Outside of her professional work, you can find Regina parenting three kids alongside husband Adam, waging war on the chaos of their fixer-upper bungalow, or reading and watching fantasy escapist stories.

The Rest Is History: How Carriers Can Navigate Backdating Variations to Operationalize Just-In-Time Appointments

This post is part of a series sponsored by AgentSync. One of the trickier aspects of compliance administration and producer management for carriers is maintaining producer appointments. Sure, if your carrier only works in one state, this can be a …

Real-Time, Integrated, Automated Compliance Becoming Industry Standard

This post is part of a series sponsored by AgentSync. For many carriers and agencies, compliance is an arduous chore. Compliance touches on almost every aspect of your distribution process: From checking licenses during onboarding to obtaining appointments in the …

Medicare: 5 Compliance Trends to Look for in Plan Year 2025

This post is part of a series sponsored by AgentSync. In 2024, the Center for Medicare and Medicaid Services (CMS) introduced changes to the rules it sets for Medicare Supplement, Medicare Advantage, and Part D insurance carriers and agencies, and …

One Novel Approach to Solving the Talent Crisis

This post is part of a series sponsored by AgentSync. It’s not a secret. Insurance has a talent crisis. Not that people who work in insurance aren’t talented – whooooo boy. But that there aren’t enough people who stick around, …

Symptom Check: How Do You Know If You Have a Compliance Problem?

This post is part of a series sponsored by AgentSync. Compliance and producer management are like the proverbial frog boiling in the pot. If you walked in fresh to a new organization, disordered compliance practices, manual processes, and missing producer …

Join the Future: 6 Reasons to Explore Automated Compliance and Producer Management with AgentSync

This post is part of a series sponsored by AgentSync. The insurance industry has been slow to adopt digital-first frameworks for doing business, and the part of the business that deals with compliance and regulation change management even more so. …

Answering the 3 Big Questions About Citizenship Affidavits in Insurance Licensing

This post is part of a series sponsored by AgentSync. An insurance license can be the doorway to a rewarding and lucrative career. You might even say insurance is a field ripe for the making of the American Dream. So, …

Cybersecurity: An Ounce of Prevention is Worth a Pound of Cure

This post is part of a series sponsored by AgentSync. Benjamin Franklin was a big fan of insurance, but he might have been a bit nonplussed if someone had given him a preview of the industry in 2023. Risks have …

Why Integrations Are Key to Maintaining Sanity in Variable Lines Compliance

This post is part of a series sponsored by AgentSync. Integrating compliance solutions into the rest of your technology is the biggest time saver (and risk-reducer!) for compliance teams and their variable lines brokers. Retirement-focused insurance products have driven a …

Fine and Punishment: The Process of Insurance Regulatory Actions

This post is part of a series sponsored by AgentSync. Insurance industry professionals tend to underestimate the business threat of regulatory actions. While data from the National Association of Insurance Commissioners (NAIC) indicates the industry has a relatively low level …