IA Financial Group logo
Sun Life logo
IDC Worldsource Insurance logo
Empire Life logo
ManuLife logo
Hub Financial logo
Financial Horizons Group logo
Barrington Wealth Partners logo
Punjab Insurance logo
CRIUS logo
ProLink Financial Group logo
Custom Plan Financial logo
Metro Direction logo
Carte Financial Group logo
Canada Protection Plan logo
Canada Financial
Wealthlink Financial Services logo
CitiStar Financial
AgenZ Group
OM Financial Group logo
MGA Canada
FTIC logo
Metro Direction Financial logo
BMO Insurance logo
AJ Insurance Services logo
Alpha Financial Services logo
Equitable Life of Canada logo
Botica logo
MILife logo
Group Financier Maestro logo
Groupe Cloutier logo
Royal Bank of Canada logo
Merit Trust Financial logo
Trinity Financial logo
A. T. Financial Group logo
AWM Financial logo
Groupe AFL logo
Bridgeforce Financial logo
Assumption Life logo
Boulos Financial Group logo
Foresters Financial logo
Canada Life logo
WAY Financial logo
UNI Wealth logo
Nicola Wealth logo
Insure Life Financial Group logo
Independent Financial Services logo
Global Pacific logo
Excel Insurance Agency logo
Alliance Financial Group logo
Bridgeforce Pacific Place logo
Pacific Place Financial Services logo
Multi Courtage logo
Desjardins Group logo
Cumis logo
Affinity Financial Wealth Management logo logo
UV Insurance logo
Royal Brokers logo
Life 100 Insurance & Investments, Inc. logo
Gryphin Advantage logo
Veracity Insurance Enterprises logo
Global Insurance Solutions logo
Hatitac Financial logo
Lawyers Financial logo
QFS logo

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.

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Simple and secure online profile.
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Updates to your profile are automatically shared with all of your contracted parties in APEXA.
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Compliance tracking and notifications for license requirements.

We Help MGAs & Carriers

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

Heidi MacDonald, Executive Vice President, Distribution and Operations

Financial Horizons Group

An industry first with carriers and MGAs working together to build a common platform. The result will be an online contracting and compliance solution to simplify processes and allow us all to concentrate on our advisors and the business as a whole. We are very proud to be part of this exciting project!

Stantive Technolgies Group, Inc. logo

Les Herr, President & CEO

Stantive Technologies Group Inc.

As a 32-year veteran of the insurance business I would say the most important asset our industry has is our reputation. And our reputation relies on the quality and suitability of the financial advice customers receive from their financial advisor. This initiative from APEXA, supported by financial services companies and MGAs, gives a third-party assessment of an advisor's contracting and conduct information in one central online location. This is a very valuable tool and in my view, will only help strengthen our industry, and ultimately grow consumer confidence.

Sun Life Financial logo

David A. Gray CFP, CLU, CH.F.C. Vice-President, Insurance Distribution and Strategic Initiatives (Retired)

Sunlife Financial

This has been a great project and in my 41 years we have not seen this type of collaboration across the industry.