#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.
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!
#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.
#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.
#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.
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.
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.
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.
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?
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.
