[Newsletter] - APEXA February 2017

Mar 10, 2017 3:00:00 PM / by Tonya Blackmore




We’ve been talking about when APEXA goes live for so long that we often get asked, what happens once APEXA is live? But before we jump to that exciting nugget, let me bring you up to speed on our progress. 

If you’ve been following our Newsletters you will recall that we wrapped up the final bits of the build at the end of September 2016. In October we ran our clients through another round of training and then opened up APEXA for user testing in mid-November until mid-December. 

At the end of User Acceptance Testing (UAT), we had a cheer from the testers on the new system enhancements and they could see, more than ever, how APEXA was ready to deliver on our objective. YES!

At the same time, they needed more iterations to get the Advisor contracts set up to specifications, so we took time out to work on that effort until mid-February. On Monday March 6th the testers will dive back into APEXA to put their final touches on process validations before we open the virtual doors!

Now back to the original question…what does happen once APEXA goes live? Advisor onboarding begins! Here’s a snapshot of the three steps to Advisor onboarding:

  • Advisors will receive an email invite from their MGA. These will be sent out in segments rather than all at once, so that MGA’s can ensure they are timely in providing support. APEXA will also have a Customer Service Centre staffed to support Advisor questions.  

  • The email will lead the Advisor to a registration page to set up their username and password. APEXA will host information related to the Advisor’s selling contracts, licenses, E&O, compliance status etc.This information is protected through a unique username and password combination and they’ll be asked to re-enter these credentials every time they log into APEXA. So don’t write it down on a sticky note but do keep it in a safe place for future use.

  • Advisors will be led through a profile set up process. There are two main parts to the set up. One portion collects general information such as details related to licenses, E&O and personal information such as address and banking information. The other part is completing the CLHIA Advisor Screening Questionnaire (ASQ). The ASQ becomes part of the advisor profile so that advisors won’t have to complete it each time they obtain a new contract.

Thanks for tuning in for our update and let’s hope Shubenacadie Sam had it right and we get our early Spring!

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Topics: Newsletter

Tonya Blackmore

Written by Tonya Blackmore

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