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

Advisor Succession: Tuning into Millennials

November 4, 2019 at 12:50 PM / by Dylan Friedmann posted in APEXA 101, apexaprotips

We’ve all heard it: the life insurance industry is changing. The transition to digital is upon us; the use of electronic apps has almost doubled in the last 18 months and we conduct more and more of our lives on the web.

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Immeasurable Value in Conferences

June 21, 2019 at 3:35 PM / by Dylan Friedmann posted in APEXA 101, apexaprotips

I am always excited to attend industry conferences, as they provide so much potential for learning, networking, and are a great way to connect with many colleagues and clients face-to-face in an efficient way.

Earlier this month, I had the opportunity to moderate an OmbudService panel at the CLHIA 2019 Compliance and Consumer Complaints Annual Conference, attended by many leaders in compliance, representatives from the provincial regulators, and provincial councils.

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Change Management Works ... If it Sticks!

May 14, 2019 at 3:46 PM / by Dylan Friedmann posted in APEXA 101, apexaprotips

You and your team have worked really hard to communicate and make everybody aware and excited about your change.  You’ve shared the knowledge they need to be successful and through practice, feedback, and coaching you know they have the ability. The last step in achieving success in your change management strategy means making sure your team proceeds to embrace the change they’ve implemented.

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Ability is part of the Recipe for Successful Change Movement

April 18, 2019 at 3:35 PM / by Dylan Friedmann posted in APEXA 101, apexaprotips

A huge part of what we do at APEXA is work with our clients as they embark on the path to change.  Moving towards an industry solution for Advisor compliance and contracting is more than a big step towards standardization, it is implementing new technology and changing the way our clients’ teams complete their work on a daily basis.

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Change on the Horizon? Keep Your Team in the Know

March 8, 2019 at 1:52 PM / by Dylan Friedmann posted in APEXA 101, apexaprotips

Yes, we’re talking change again. The reason is simple: change is necessary; change helps us move forward and if you are going to do it, you might as well do it right.

Our series about change management is written to equip you with the tools to help yourself and your team as you encounter change. You have to plan change, but you also have to understand the people aspect of change in order to make sure it is effective. 

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Change is Coming… So How Do You Make Your Team Want it?

February 5, 2019 at 3:52 PM / by Dylan Friedmann posted in APEXA 101, apexaprotips

We have talked about how change can be good, even though at first it seems overwhelming or is unexpected.  Change within the workplace or team has even more nuances to consider as it impacts many people in different ways.

In our blog  Change is Good …..If You Know How to Manage It, we talked about how a comprehensive, organized approach is key for effective change management.

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Change is in the Air, So Make Your Team Aware!

December 18, 2018 at 11:45 AM / by Dylan Friedmann posted in APEXA 101, apexaprotips

Change is challenging. It happens everyday. It is unavoidable. But it is manageable. Once you know how to manage it, the anxiety and dread we typically associate with deviating from the routine will start to dissipate. Some changes are small, like changing a brand you are used to, or taking a new route to work.  But, there are also bigger changes, like adding a new pet to the family, relocating to a different city; or even process changes at work that affect how you perform in your role each day. Regardless of the scope or impact a change will have on your work or personal life, it is not something that needs to be feared if you are well-equipped to handle it.

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

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

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 Industry Collaboration, apexaprotips

APEXA is all about collaboration, connection and innovation.

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