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From Paperwork to Paperless

All the information you need in one convenient place.
Contracting made simple with eContracts and eSignatures.
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We Help Advisors

Our all-in-one solution simplifies and reduces workload,
giving you more time to prospect, sell, and service clients.

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Simple and secure online profile.
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Updates to your profile are automatically shared with all of your contracted parties in APEXA.
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Compliance tracking and notifications for license requirements.

We Help MGAs & Carriers

In APEXA, accurate and timely contract and advisor data is just a few clicks away.
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Receive automated alerts when an Advisor is out of compliance or makes changes to their profile.
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Save the effort of validating license documents, monitoring renewals and updating Advisor information.
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Reduce workload bottleneck from incomplete contract applications, misplaced forms or manual follow ups.
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Heidi MacDonald, VP Operations

Financial Horizons Group

An industry first with carriers and MGAs working together to build a common platform. The result will be an online contracting and compliance solution to simplify processes and allow us all to concentrate on our advisors and the business as a whole. We are very proud to be part of this exciting project!

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Les Herr, President & CEO

Stantive Technologies Group Inc.

As a 32-year veteran of the insurance business I would say the most important asset our industry has is our reputation. And our reputation relies on the quality and suitability of the financial advice customers receive from their financial advisor. This initiative from APEXA, supported by financial services companies and MGAs, gives a third-party assessment of an advisor's contracting and conduct information in one central online location. This is a very valuable tool and in my view, will only help strengthen our industry, and ultimately grow consumer confidence.

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David A. Gray CFP, CLU, CH.F.C. Vice-President, Insurance Distribution and Strategic Initiatives (Retired)

Sunlife Financial

This has been a great project and in my 41 years we have not seen this type of collaboration across the industry.