News & Updates

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.

On May 15 the project team learned of the new brand for our solution – APEXA. We said goodbye to ASCCS. The teams completed branding surveys to help us come up with a creative brief and help from a branding organization.

APEXA is not an acronym but stands for the highest point (apex);
it denotes reaching towards a higher goal, an apex of life insurance industry standards, compliance and collaboration where information and people converge to make their work more effective and efficient.

APEXA Corp will manage the solution and will have an advisory board made up of industry representatives.

Please find a few of the major May and June milestones and upcoming July events in the chart and some important events coming in July.

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