[Newsletter] - APEXA June 2017

Jul 11, 2017 3:51:59 PM / by Tonya Blackmore

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APEXA and Oprah? 

Even if you’ve never watched a single episode of Oprah, you’ve surely heard of the day when Oprah unveiled a massive surprise to her audience by giving each person a brand new car. While the audience was going absolutely berserk she famously exclaimed, “and you get a car and you get a car and you get a car…EVERYBODY GETS A CAR!”. I miss Oprah. I must confess that I have the entire DVD collection but since I no longer own a DVD player, it’s now just a yellow box of nostalgia sitting on a shelf. 

At APEXA we’re not giving away cars but we are giving away savings to every single user of APEXA; savings in the form of time.  Whether you are an Advisor, MGA or Carrier, when you use APEXA, “you get more time, you get more time…EVERYBODY GETS MORE TIME!”

Here are the top 3 ways that APEXA will save you time:

Once and done contracting

APEXA has system rules that prevents Advisors from submitting contracts with requirements outstanding. We’ve cut out the back and forth for good.

Straight through updates to everyone, all at once

Sounds like a dream doesn’t it? It will be your new reality. A change to the Advisor profile sends real-time updates to each associated MGA and Carrier, which can flow directly to back office systems through a CITS approved exchange.

Automated notifications & alerts

APEXA tracks contracting and compliance information and sends automated notifications and alerts if you need to take action. It could be a license or E&O coming up for renewal, a contract that needs to be signed or an annual attestation that’s due. Rest assured that we have your back so you can be hands off until you receive an alert or notification.

We’ve done more than take existing processes and make them digital.  With the guidance of our industry partners we’ve built in savings to simplify your processes and give back what everyone wants more of – time.

It’s time to join the movement.

For more information on our 2017 onboarding schedule, contact Dylan Friedmann, VP Client & Partner Engagement at dylan.friedmann@apexa.ca

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Topics: Newsletter

Tonya Blackmore

Written by Tonya Blackmore

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