[Video Series] APEXA 101: Making the Most of APEXA

October 16, 2017 at 11:17 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. 

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The Roundup: #APEXAProTips Session #2

September 20, 2017 at 4:05 PM / by Jenny Zhang posted in apexaprotips, the roundup, twitter



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 our second session on September 14th. Missed our first session? Make sure to check out our first Roundup here

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[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. 

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[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 apexaprotips, the roundup, twitter



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. 

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The Millennial vs. Insurance - Insights from CAILBA 2017

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

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.

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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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Modern Technology and Data Security with APEXA

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

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. 

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