From Paperwork to Paperless

All the information you need in one convenient place.
Contracting made simple with eContracts and eSignatures.
All the information you need in one convenient place
Laptop Computer

We Help Advisors

Our all-in-one solution simplifies and reduces workload,
giving you more time to prospect, sell, and service clients.
Lock icon Lock icon
Simple and secure online profile.
Clock icon Picture of a clock
Updates to your profile are automatically shared with all of your contracted parties in APEXA.
Bell Icon Bell Icon
Compliance tracking and notifications for license requirements.
Monitor

We Help MGAs & Carriers

In APEXA, accurate and timely contract and advisor data is just a few clicks away. 
Person icon Person icon
Receive automated alerts when an Advisor is out of compliance or makes changes to their profile.
Checkbox icon Checkbox icon
Save the effort of validating license documents, monitoring renewals and updating Advisor information.
Reduce workload icon Reduce workload icon
Reduce workload bottleneck from incomplete contract applications, misplaced forms or manual follow ups.
We help MGAs & Carriers

Advisor Profile Details and Compliance Insights

Each unique advisor profile typically includes:

  • Provincial licenses, validated to regulatory websites
  • E&O validated to provincial requirements
  • Credit checks
  • Background checks
  • Completed CLHIA Advisor Screening Questionnaire
  • Industry debt incidents
  • Searchable regulatory decisions
Apexa an MIB Business
  • Twitter
  • LinkedIn
© 2025 APEXA. All Rights Reserved.