- Speed up new contract requests with pre-filled information from your profile and electronic transmission to MGAs and Carriers.
- Eliminate the use of paper applications, delays, and misplaced forms with an easy to use, digital solution giving you more time to prospect, sell, and service clients.
- Simplify the process by accessing MGA and Carrier contracts through your secure profile.
- To make it easy, APEXA uses electronic signatures for contract applications.
CONSOLIDATED ADVISOR PROFILE
- Update your profile easily. Changes to your personal and business information are automatically shared with your MGAs and Carriers.
- Manage high priority items that require immediate action via real time system alerts and notifications.
- Access your MGA and Carrier contracts and selling codes in a single location.
MANAGES COMPLIANCE RISK
- Avoid lapses in your license and E&O coverage through automated notifications and alerts. View your compliance status through a digital connection with your MGA and Carriers.
- Alert partners of renewals and updates without delay. Update your profile and MGAs and Carriers will be notified.