Richard Sachs


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[Newsletter] - APEXA November 2014

Nov 30, 2014 10:00:00 AM / by Richard Sachs posted in Newsletter

Version Française

The 11th month of the year has now come to a close, and it has proven to be bittersweet. November brought with it the bitter cold of an early winter but also delivered the sweet support of existing partners and new alliances for the APEXA project’s future growth. I’ve expressed our gratitude many times in the past, but at a pivotal moment for APEXA, it is with overwhelming thanks that we continue to receive great support for a solution that some believe to be impossible. With that, allow me to share with you a few of the milestones we achieved this November:

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[Newsletter] - APEXA October 2014

Oct 31, 2014 10:00:00 AM / by Richard Sachs posted in Newsletter

Version Française

As expected, the month of October was a quiet one, in preparation for the busier months to come. A lot of the work around the APEXA project that took place last month was “behind the scenes”. As we continued to work closely with the provincial regulators and MGAs regarding the future implementation of the APEXA system, a chunk of our efforts were centered on the development of the IT system requirements. The IT system standards and requirements are now complete and have been reviewed with current Carriers. In addition, below are some more interesting and important project updates that we’d like to share, keeping you Simply Connected!

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[Newsletter] - APEXA September 2014

Sep 30, 2014 10:00:00 AM / by Richard Sachs posted in Newsletter

Version Française

What a month September has been! With new partners joining the APEXA project and the continuous support and positivity we’ve been receiving, we couldn’t be more confident about our position for the busy months to come. And before sharing the exciting September news, it’s important for us to continue to thank you. It is thanks to you and your networks that APEXA has been able to experience great organic growth, month after month. With that said, we’re pleased to share with you, the exciting September milestones we’ve achieved!

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[Newsletter] - APEXA August 2014

Aug 31, 2014 10:00:00 AM / by Richard Sachs posted in Newsletter

Pour Version Française

Things change constantly! – And we plan on it... So this month, we’re taking a different approach. August brought with it many milestones, and with the APEXA website and brand officially launched and with our tagline in place, here are a few of last month’s accomplishments that we’re excited to share, keeping you “Simply Connected”,

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[Newsletter] - APEXA July 2014

Jul 31, 2014 3:00:00 PM / by Richard Sachs posted in Newsletter

This is the fourth in our monthly series of communications where we update you on the progress of our Industry Solution, APEXA, and we are excited to share all of what this past month has had in store. At the forefront of all that we do is our team’s belief in our industry-supported solution, APEXA. While there may be other industry services that seem similar in nature, what sets us apart is not only the transparent nature of our culture but the fact that we are an industry-led solution, working closely with our nation’s stakeholders including Canada's Provincial regulators. 

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[Newsletter] - APEXA June/July 2014

Jul 3, 2014 10:30:00 AM / by Richard Sachs posted in Newsletter

This is the third in our monthly series of communications where we update you on the progress of our industry project. May and June were very busy months with many internal joint project meetings and also several industry events. The Working Groups and the Project Leadership Steering Committee did an awesome amount of work at two all day workshops as well as more than a dozen virtual meetings. The reviews and feedback on the system prototyping were very important milestones as these demonstrated how the system will be built and navigated by users. The sessions included advisor profile management, contracting and administrative tools. Uploading documents and attaching documents were well received as was system tools. Reporting was also discussed. The carriers and MGAs added some very important insights into some subtle activities in contracting processes and also more was learned about sponsored advisors.

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