APEXA Support and Services for Advisors

February 19, 2016 at 3:49 PM / by Dylan Friedmann

Last week we published an article called “What is APEXA and what does it mean to me, an Advisor?” If you’re wondering about these very things, then I definitely encourage you to give it a read. As an advisor, you may have heard that your MGA is joining APEXA, and you may also know that many of your carrier partners are joining APEXA as well. As a new system, you might be wondering what kind of support APEXA will be making available to you, the advisor. Or when you might learn more about the system and how to start using it?

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What is APEXA and What Does it Mean to Me, an Advisor?

February 15, 2016 at 9:48 AM / by Nick Joly posted in Advice for Life Insurance Advisors


APEXA is a web based platform which provides higher standardization, clarity, timeliness, efficiency and confidence to contracting and compliance in the life insurance industry.

It is an online tool used to manage; licenses, screening, contracts, and compliance information.APEXA works with Provinces and E&O companies to validate insurance licenses and E&O coverage.

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Unlocking the Value of Employee Engagement

December 30, 2015 at 12:00 PM / by Tonya Blackmore posted in Industry Collaboration

Earlier this year I was asked to speak at a conference on the topic of Attracting and Retaining Staff. Now, anyone who knows me would say that when I present at a conference, I like to feel passionate about the topic and to leave the audience with something different to think about. So after many hours of mind-cleansing time on my bike, I came to the conclusion that focusing on attracting and retaining staff is only half of the story. To truly drive organizational success, leaders need to sharpen their focus on attracting and retaining the ‘right’ staff and then cultivating an environment that maximizes employee engagement. I know what you are thinking, no earth shattering message there, but stay with me. 

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The Governance of APEXA and Benefits of Industry Collaboration

November 6, 2015 at 3:16 PM / by Chris Murumets posted in Life Insurance

When APEXA launches, it will have been a work in progress for almost three and a half years. Since the beginning, APEXA has been a collaborative exercise, starting with an idea shared amongst MGAs and then quickly supported by Carriers. It’s hard to believe that after three and a half years, we are so very close to go live.

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Simplified Contracting & Consolidated Advisor Profile

October 30, 2015 at 4:22 PM / by Nick Joly posted in Life Insurance advisors, Advice for Life Insurance Advisors, Life Insurance

One of APEXA’s core goals for 2016 is to simplify processes for advisors. APEXA collaboration is at the center of how we operate. Be it with advisors, insurance carriers, MGAs or provincial regulators, we are all working together to achieve one simple goal: to keep all those in the Canadian life insurance industry, Simply Connected.

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APEXA & CLHIA Guidelines G8 & G18. An Important Note for Life-Licensed Advisors Looking to Remain Compliant

October 27, 2015 at 3:35 PM / by Tonya Blackmore posted in Life Insurance advisors, Advice for Life Insurance Advisors

Version Francaise

One of the key challenges for the Canadian Life Insurance Industry is to ensure compliance can be fairly and uniformly applied, regardless of the size of the MGA and/or Carrier. Among many of APEXA’s goals is to give every advisor, MGA, and Carrier in Canada the opportunity to uniformly apply consistent practices when it comes to advisor screening, monitoring, and compliance. This will not only increase efficiencies but will also promote collaboration across the industry

One of the movements we’ve seen recently to help reduce the burden of contracting and compliance for life and health insurance advisors is that of the Canadian Life and Health Insurance Industry Association (CLHIA).

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October 22, 2015 at 9:34 AM / by Natalie Ho posted in News

We are thrilled to announce the release of the APEXA awareness campaign introductory video. This is a key marketing asset driving us through to year-end which introduces APEXA as a solution for advisors and the associated benefits. The video encourages advisors to get involved as we reach closer to our onboarding schedule by subscribing to our A-Lister Mailing List. 

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The Importance of Collaboration as we reach 100 Days

September 22, 2015 at 3:08 PM / by Tonya Blackmore posted in News, Life Insurance

APEXA began in 2012 as a conceptual framework for streamlining and standardizing the contracting and compliance functions for Canadian Life and Health Insurance Advisors. Through the commitment of a group of MGA’s and Carriers, APEXA has grown from concept to a solution and now we are launching an industry-wide platform for the Canadian Life Insurance Industry.

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The Life Advisor's Guide to Increased Efficiency Part II

August 6, 2015 at 1:31 PM / by Dylan Friedmann posted in Life Insurance advisors, Advice for Life Insurance Advisors, Life Insurance

Hi! In my last blog post I shared some insight as well as tips for financial advisors to help increase their efficiency. That was part one of a two-part series, in which today, I'll be covering off the next three steps life insurance advisors can be taking to protect their brains and increase efficiency. 

Here's a quick refresher of what we covered off last time:

  • Focus: stop multitasking!
  • Financial Advisors all know KYC... Consider KYS (Know Your Strengths) 
  • KYS #1. What do you do well and what do you really struggle with?
  • KYS #2. Time of day. What time do you perform your best? 

Checkout the next three tips (below) that I've got for you today!

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How Will APEXA Affect Me and My Business as a Canadian Life Advisor?

July 3, 2015 at 8:30 AM / by Nick Joly posted in Life Insurance advisors, Advice for Life Insurance Advisors

As the APEXA team continues to travel across Canada, whether it be to meet with provincial regulators, Carriers, MGAs or even networking with advisors at industry events, something that's become apparent to us, is the need for clarity and transparency around exactly how APEXA will be changing the industry.

More specifically, how APEXA will have an impact on Canadian Life Insurance advisors and how they currently operate. 

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