Since many of our key MGA and Carrier clients announced earlier this year that APEXA will soon be the sole avenue to process distribution contracts, we have had an influx of clients requesting meetings and seeking to secure their spot in our 2019 training sessions.
We like to share our clients’ success stories, and a recent experience worth sharing is that of Advisor registration at Crius Financial Services Corp., who completed their training on APEXA at the end of 2018. Crius has seen a significant number of their Advisors registered on APEXA since then, with almost 70% of their Advisor base set up on the system in only 5 weeks! Their success can be attributed to their strategic communications campaign leading up to their go live date and proactively sharing pertinent information about APEXA with their Advisors at regular intervals, among other tactics. We wish Crius continued success on APEXA going forward.
This month, members of the APEXA team traveled to Quebec City, Montreal, Calgary, and Edmonton to visit potential new clients as well as existing ones. We’re also preparing for spring conferences and events, and are looking forward to seeing our Advisor, MGA, and Carrier connections in the coming months. Stay tuned to see where we’re headed next!
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