Dylan Friedmann

As VP Client and Partner Engagement, Dylan is responsible for the client experience; business development, relationship management, training, communications and marketing to all levels of APEXA clients. APEXA clients include Insurance carriers, MGA’s and the broker market. // En tant que vice-présidente expérience clients et partenaires, Dylan est responsable de l'expérience client, du développement des affaires, de la gestion des relations, la formation, la communication et du marketing pour tous les niveaux de clients d’APEXA. Les clients d’APEXA comprennent les assureurs, les agents généraux et le marché des courtiers.

Recent Posts

Compliance – Got Your Hands Full, Digital Solutions Will Help!

November 1, 2018 at 3:02 PM / by Dylan Friedmann posted in apexaprotips, APEXA 101

Compliance touches so many aspects of an Advisor’s business. It impacts everything from required licensing, E&O, educational requirements, sales practices, know your client processes, to financial needs analyses, product suitability, sales disclosures and so much more. It goes without saying that we all want to be compliant, so we might as well take advantage of the options we have to simplify and standardize compliance processes.

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VIDEO: Design Sprinting Our Way to the Top!

September 21, 2018 at 9:18 AM / by Dylan Friedmann posted in APEXA 101, apexaprotips

Put simply, at APEXA, we love learning. Learning new skills and perspectives helps our team to make APEXA the best product possible for our valued clients. We push ourselves every day to ensure we are always ahead of the curve and constantly learning, which is why you’ll often find us participating in workshops, attending conferences, speaking on panels, you name it! Whatever will get the creative juices flowing. As we highlighted in our August Newsletter, APEXA recently participated in a week-long Design Sprint workshop led by The Design Sprint Academy. Design Sprint is a time-constrained, five-phase process that uses design thinking to reduce the risk when bringing a new product, service or feature to the market. This workshop helps teams to define their goals, validate assumptions, better understand customers’ needs, and answer critical questions through design, prototyping and testing ideas with customers. Workshops like this help APEXA to stay ahead of the game by enhancing problem solving skills, improving group dynamics, and ultimately, contributing to a stronger, smarter team.

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How APEXA Stays Ahead of the Curve

August 22, 2018 at 3:00 PM / by Dylan Friedmann posted in apexaprotips, Industry Collaboration

APEXA is all about collaboration, connection and innovation.

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Tech Talk: Digital Strategies You Should be Jumping On

August 15, 2018 at 3:00 PM / by Dylan Friedmann posted in apexaprotips, Life Insurance

It’s something that has slowly infiltrated almost every industry and proven it’s here to stay. It’s digital technology, specifically digital strategy. Although the insurance industry may have been slower than others to adapt to the influx of digital technology the fact is that we, as an industry, have to embrace migrating to digital. 

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Life is Good... Who Knew?

August 1, 2018 at 9:16 AM / by Dylan Friedmann posted in Life Insurance, apexaprotips

Over the years, I’ve come to notice that we can lose sight of the far-reaching impact of what we do. Based on interactions I’ve had with many people, both industry insiders and the general public, there’s a common tendency to undervalue the importance of the life and health insurance industry to Canadians, our economy, and quality of life. We often overlook the fact that it can make or break the outcome of any given situation.  Even those of us who work “in the business” are not immune to this mentality.  At times, I’ve felt the need to defend our field, which says to me we may not be doing a good enough job at disseminating our message.

Here are a few key points that, as advisors and industry employees, we can keep in mind when working with clients. Sometimes all professionals in our field may need a little reminding of the scope and impact of the passionate work we do as part of the life and health insurance workforce (or at the very least, to remind us of our bragging rights).

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Summer Success: How to Beat the Sales Slump

July 18, 2018 at 10:24 AM / by Dylan Friedmann posted in How-to, apexaprotips, Life Insurance

If you’re an insurance advisor, the picture I’m about to paint may seem all-too-familiar to you. It’s the middle of summer, your clients and prospects are on vacation, and you find your work days getting shorter and moving slower. Before you throw your hands in the air and book a trip to Riviera Maya, know that there are advisors in the alternate camp, those who see summer as a great time to write business, develop future sales, review their annual plan, brush up their skills or catch up on all the industry change.  Read these tips on how you can make the most of the dog days of summer, and you may just reconsider what your summer activities look like.

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Putting in the Face Time: Why You Should Attend These Top Conferences

June 28, 2018 at 3:44 PM / by Dylan Friedmann posted in Life Insurance Conference, Advice for Life Insurance Advisors

APEXA has been #ontheroad for a number of weeks, in part because it is conference season!  I was pleased to have been a presenter or panelist at three of our industry’s most content-rich conferences. There are many compelling reasons to attend industry conferences, including the fact that in our world of electronic communication and conference calls, they provide an opportunity to meet your colleagues and to interact face-to-face, dialogue, stay current, share, and collaborate.

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[On the Road] - Why You Should Attend Le Congres de l'assurance et de l'investissement in 2018

December 18, 2017 at 3:47 PM / by Dylan Friedmann posted in Life Insurance Conference

Over the years I have travelled the country and been fortunate enough to partake in some exciting industry events. Le Congres de l’assurance et de l’investissement is a great example of a convention that brings people together to discuss timely industry topics. Organizers describe the purpose of the day as inviting of all sectors of the life and health insurance industry to an event that drives development in the industry - based on the dialogue and information sharing of which I was able to partake, I would say they “Nailed It!”  (as the saying goes).

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Optimizing your Administration in 2017

January 4, 2017 at 5:06 PM / by Dylan Friedmann posted in Life Insurance Compliance, Advice for Life Insurance Advisors

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.

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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?

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