[Video Series] APEXA 101: The First 10 Days of Your APEXA Invite

September 15, 2017 at 10:57 AM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

Read More

[Video Series] APEXA 101: Countdown to APEXA's Invite

September 7, 2017 at 12:18 PM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

Read More

[Video Series] APEXA 101: Welcome to APEXA!

August 29, 2017 at 10:56 AM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

Read More

The Roundup: #APEXAProTips

August 21, 2017 at 3:35 PM / by Jenny Zhang posted in the roundup, twitter, apexaprotips



Welcome to the #APEXAProTips Roundup!

#APEXAProTips are monthly live tweet sessions where the APEXA team stands by live on Twitter to answer all of your questions. The Roundup highlights the top questions. The following questions are from the first session on August 18th. 

Read More

The Millennial vs. Insurance - Insights from CAILBA 2017

July 19, 2017 at 3:39 PM / by Jenny Zhang posted in Life Insurance, millennials

I’m going to start this article with a full disclosure – I am a young millennial who has recently found myself working in insurance. And in this industry where I’ve been frequently told that the average age of a Canadian insurance advisor is 62 and steadily growing, I have come to quickly realize that people from my generation are largely outnumbered here.

Read More

Optimizing your Administration in 2017

January 4, 2017 at 5:06 PM / by Dylan Friedmann posted in Life Advisor Tips, Life Insurance Compliance

Do you ever find yourself asking …”Isn’t there a better way to do this?”

Administration – like it or not – is a key component to the success of any business, including being a successful Advisor. As an insurance professional, the idea of “administration” encompasses many things; but can be categorized into two large buckets: client & business management and operational requirements.

Read More

APEXA - Simplifying Administration for the Life Insurance Industry

October 14, 2016 at 3:09 PM / by Dylan Friedmann

As an active licensed advisor, you are an insurance professional. You have acquired certifications and continue with ongoing education, spend time honing your presentation skills, keep current on changes in the market and on new products, you are great with clients and have refined the ability to make complicated concepts understandable no matter your client’s financial acumen. Being client focused also means that you have to keep in touch with your clients and be aware of their changing needs. This is what you do well!

So how much do you love administration?

Read More

Modern Technology and Data Security with APEXA

August 30, 2016 at 2:54 PM / by Dylan Friedmann posted in Life Insurance, Life Insurance Compliance

Today, many organizations strive for efficiencies, real time responses and focus on making things fast and simple for users. Translation: more and more industries embrace technology and process automation.

The insurance industry has started to incorporate more technology solutions into various segments. There are client facing insurance tools, electronic applications, quoting services and aggregation of data as it relates to insurance customers. 

Read More

Developing a New MGA/Carrier Contract & Relationship

July 22, 2016 at 3:27 PM / by Michelle Buttigieg posted in Life Advisor Tips, Life Insurance Advisors, Life Insurance

As APEXA continues to gear up for our system launch, by now you’ve likely learned about the APEXA system and how we’ll be changing an industry. APEXA is a web-based portal for advisors, MGAs and Carriers, and is the trusted solution for the Canadian life insurance industry, to elevate and standardize the processes of contracting, screening, monitoring, and Advisor compliance.

Read More

The New Age of Life Licensed Advisors

June 24, 2016 at 2:43 PM / by Nick Joly posted in Life Insurance Advisors, Life Insurance

Earlier this week I took part in APEXA’s official training days whereby the business leads, and soon to be expert users of APEXA, got to use the system, familiarize themselves with all its capabilities, and practice what it would be like to officially onboard advisors once the system is launched and fully up and running.

While I was logged in to APEXA (or simply connected), it got me thinking about the new age of life licensed advisors and what that landscape would look like. APEXA really is a game changer for our industry, one that I’m really grateful to be involved in. We’re leading the way for life advisor contracting and screening by 1 - making it fully digital and 2 - connecting everyone in an industry that previously operated in silos.

Read More

Join Our A-List