The month of May was filled with exciting times for the APEXA Team. We welcomed a new CEO, we got a glimpse into the prototyping of the APEXA portal for advisors, MGAs and Carriers and we networked, a lot! The month of May brought with it new beginnings and an increase in momentum as we continue to build and prepare for a January 1 Go-Live date.
The APEXA team has been on the move this past month! With meetings across Canada - Vancouver to Regina to Toronto to Quebec City - we were pleased to meet with many new advisors, MGAs, carriers and regulators on the many updates and things to come this year as APEXA continues to grow. To keep a closer eye on where our team will be, checkout the calendar we’ve added to the APEXA site, providing conference and meeting information right at your fingertips! Here’s a quick overview of some of the exciting updates from April:
You may have heard the recent news which was announced publicly on April 1st 2015, about my becoming APEXA's interim CEO. This is in fact not an April Fool's prank, I can tell you first hand, that many were surprised. The first quarter of 2015 brought with it new partners, and thus new projects, ones we couldn't be happier to start. With this exciting uptake came the logical decision to step in and dedicate my time solely to building APEXA. I'm thrilled to be a part of this next phase of APEXA and to be bringing you these updates as the company continues to flourish!
Here at APEXA, there are many accomplishments from the previous year of which we are proud of and we know there are many more exciting moments to come. Therefore, as we kick off this new year, I’d like to share with you that APEXA, as we know it has seen consistent, continued growth and is moving to a next phase with all our partners. It is no longer in the “project” phase. It is larger than a project, it is its own entity which is rapidly coming to life and I am very proud to see that happen. In addition to bringing together insurers, MGAs and brokers with a common goal, APEXA is standardizing communication and working with thought leaders and experts in the industry.
With that, let me share with you, some significant milestones from the last month:
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:
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!
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!
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”,
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.
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.