Xeddi Partners with Red Oak for FINRA Compliance Automation with InsuranceDrip™

Xeddi Partners with Red Oak for Compliance Automation with InsuranceDrip™


Xeddi, a Seattle-based software company that launched its flagship product InsuranceDrip™ in late 2015 has partnered with Red Oak Compliance Software, LLC and Red Oak Compliance Services, LLC (together known as “Red Oak”). The partnership will bring an automated compliance solution to InsuranceDrip™ and will service thousands of insurance agents immediately. InsuranceDrip™ is completely turn-key and 100% automated digital & social marketing system designed specifically for agents. InsuranceDrip™ provides all content and automation for an agent’s email newsletters, social media marketing, and client recommendations and ties them all back to a cutting-edge, search engine optimized, mobile compatible agent website. It also provides analytics and a patent-pending SplashTriggers™ that automatically alerts agents when a client is ready to buy, and identifies the products the client is interested in purchasing. InsuranceDrip™ has offerings for individual agents all the way up to an enterprise version suitable for insurance carriers.


Red Oak Compliance which is headquartered in Austin, Texas, specializes in expert compliance consulting plus intuitive technology. Red Oak services brokers, advisers, investment companies, and hedge funds to meet regulatory requirements and increase ROI. Red Oak’s exclusive AdMaster™ software integrates seamlessly with InsuranceDrip™ and allows agents who have regulatory requirements to participate with InsuranceDrip’s™ fully automated content which is distributed across all social and mobile media platforms. Content which is compliant will be marked “Red Oak Approved” and will have full archive and reporting capabilities.


“With the massive increase and scrutiny of compliance today, agents, especially those who are securities licensed, need to protect themselves. Red Oak has been doing a fantastic job with this compliance solution for years and they are technically savvy, which allows this to be an easy and efficient partnership.” said Sean A. Ruggiero, Founder of InsuranceDrip™. Ruggiero, who was voted by LifeHealthPro.com as one of the Top 20 Most Innovative People in Life Insurance for 2015, continued by saying “I see the need for all agents in the near future to require or desire compliant content. With Red Oak Compliance, InsuranceDrip™ is poised to help all those agents with their automated mobile and social media marketing.”


“We are excited about partnering with InsuranceDrip™.” said Cathy Vasilev, Vice-President & Co-Founder of Red Oak . “Red Oak has made a name for itself by creating software innovations to help in the compliance servicing, so our partnership with InsuranceDrip™ is a natural fit.”


To learn more about Red Oak’s services, visit www.RedOakCompliance.com. For more information about InsuranceDrip™, visit www.InsuranceDrip.com


About Red Oak Founded in 2010, Red Oak has grown their client base aggressively through affordable and streamlined content compliance review solutions. Clients use Red Oak to review their advertising material through more efficient methods than traditionally offered and at a more affordable rate. Red Oak is headquartered at 1101 Arrow Point Dr #301, Cedar Park, TX 78613 For more information about Red Oak’s proprietary software solutions and services, or to schedule a demonstration, please email them at sales@redoakcompliance.com.


About Xeddi
Xeddi™,LLC is a Seattle based software company that is dedicated to the creation, promotion and elevation of sales software solutions. Xeddi™ has a formidable lineup of mobile marketing solutions, with its flagship product InsuranceDrip™ and the exclusive, fully mobile compatible agency CRM SaaS known as AIR (Attract, Identify, Retain) which powers over 2000 life insurance agents today. For more information about Xeddi™, or to schedule a demonstration, please email us info@xeddi.com. Xeddi™ is headquartered at 914 Main Street, Vancouver, WA 98660.

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