We make insurance more efficient for Advisors, MGAs & Carriers

We make contracting and compliance more efficient for Advisors, MGAs & Carriers through standardized processes, building a digital platform and conducting automated monitoring with notifications.

APEXA Features

heart-1.png

Simplified Contracting

Managing and requesting contracts can be complicated, but APEXA simplifies this process for the insurance industry by digitizing the entire process. No more paper applications, delays, misplaced forms, or manual follow ups! 

feature2.png

Consolidated Advisor Profile

APEXA is designed to track all Advisor information in a single location. Updates are automatically shared with your MGAs and Carriers.

feature3new.png

Manages Compliance Risk

APEXA keeps you on the right side of compliance by monitoring key information on the Advisor profile and providing notifications and alerts when action is required.

View More Features
ppi-solutions
ia-financial
sunlife-financial
idc-worldsource
empire-life
canada-life
manulife
65FHG_Logo_ENG_RGB_White.png
HUB-Financial-logo-Large.png
financial-horizons-heidi-macdonald

Heidi MacDonald, Vice President Operations

Financial Horizons Group

An industry first with carriers and MGA’s working together to build a common platform. The result will be an on-line contracting and compliance solution to simplify processes and allow us all to concentrate on our advisors and the business as a whole. We are very proud to be part of this exciting project!

stantive-technologies-les-herr

Les Herr, President & CEO

Stantive Technologies Group Inc.

"As a 32-year veteran of the insurance business I would say the most important asset our industry has is our reputation. And our reputation relies on the quality and suitability of the financial advice customers receive from their financial advisor. This initiative from APEXA, supported by financial services companies and MGAs, gives a third-party, assessment of an advisor's contracting and conduct information in one central online location. This is a very valuable tool and in my view, will only help strengthen our industry, and ultimately grow consumer confidence"

sunlife.png

David A. Gray CFP, CLU, CH.F.C. Vice-President, Insurance Distribution and Strategic Initiatives (Retired)

Sunlife Financial

This has been a great project and in my 41 years we have not seen this type of collaboration across the industry.
Lock.png

Your Data Is Safe With APEXA

Security is important.

APEXA is dedicated to protecting all of your data using industry best standards. Our servers are protected by high-end firewall systems and our system is protected by a robust intrusion prevention system. Our data feeds from internal and external sources are encrypted for an added level of security. You can rest assured that protecting all customer data is our top priority.

Join Advisors Banner.jpg

Join 80,000 other Advisors

Demo_icon.png

Get in Touch

If you have a question or comment - drop us a note.
Info.png

Request Info

Schedule an MGA/Carrier demo to see more benefits.
Mobile.png

Contact Us

Call us at 1-855-294-2541 or send us a question.
Get In Touch