---
title: APEXA | Advisor How To's
description: APEXA | Smart Contracting & Compliance for the Canadian Life Insurance Industry. FAQ, Frequently Asked Questions, How to Register for APEXA, Sign up, Onboard
image: https://www.apexa.ca/hubfs/APEXA_FAQ.jpg
---

[![APEXA an MIB Business](https://www.apexa.ca/hs-fs/hubfs/apexa-2025.png?width=100&height=93&name=apexa-2025.png "APEXA an MIB Business")](https://www.apexa.ca/)

- [EN](https://www.apexa.ca/)
- [FR](https://www.apexa.ca/fr)

![faq-hero.jpg](https://www.apexa.ca/hs-fs/hubfs/Apexa%20-%202017%20-%20Theme/images/faq-hero.jpg?width=1922&name=faq-hero.jpg "faq-hero.jpg")

# Advisor How To's

## How To guides

Select Option

- [![](https://www.apexa.ca/hubfs/Apexa%20-%202017%20-%20Theme/images/company-tabicon1.png)![](https://www.apexa.ca/hubfs/Apexa%20-%202017%20-%20Theme/images/companyhover-tabicon1.png)Industry collaboration  
   & connectivity
  
  ](https://www.apexa.ca/advisor-how-tos#tab-1)
- [![](https://www.apexa.ca/hubfs/Apexa%20-%202017%20-%20Theme/images/company-tabicon2.png)![](https://www.apexa.ca/hubfs/Apexa%20-%202017%20-%20Theme/images/companyhover-tabicon2.png)Secure  
   & centralized data
  
  ](https://www.apexa.ca/advisor-how-tos#tab-2)
- [![](https://www.apexa.ca/hubfs/Apexa%20-%202017%20-%20Theme/images/company-tabicon3.png)![](https://www.apexa.ca/hubfs/Apexa%20-%202017%20-%20Theme/images/companyhover-tabicon3.png)Simplified contracting  
   & compliance
  
  ](https://www.apexa.ca/advisor-how-tos#tab-3)
- [![](https://www.apexa.ca/hubfs/Apexa%20-%202017%20-%20Theme/images/company-tabicon4.png)![](https://www.apexa.ca/hubfs/Apexa%20-%202017%20-%20Theme/images/companyhover-tabicon4.png)Innovation
  
  ](https://www.apexa.ca/advisor-how-tos#tab-4)

![tab-contentlogo.png](https://www.apexa.ca/hs-fs/hubfs/Apexa%20-%202017%20-%20Theme/images/tab-contentlogo.png?width=138&name=tab-contentlogo.png "tab-contentlogo.png")

### Industry collaboration & connectivity

By working in collaboration with Canadian Carriers and MGA’s in   
 building this solution, we are connecting the industry like never before.

![tab-contentlogo.png](https://www.apexa.ca/hs-fs/hubfs/Apexa%20-%202017%20-%20Theme/images/tab-contentlogo.png?width=138&name=tab-contentlogo.png "tab-contentlogo.png")

### Industry collaboration & connectivity

By working in collaboration with Canadian Carriers and MGA’s in   
 building this solution, we are connecting the industry like never before.

![tab-contentlogo.png](https://www.apexa.ca/hs-fs/hubfs/Apexa%20-%202017%20-%20Theme/images/tab-contentlogo.png?width=138&name=tab-contentlogo.png "tab-contentlogo.png")

### Industry collaboration & connectivity

By working in collaboration with Canadian Carriers and MGA’s in   
 building this solution, we are connecting the industry like never before.

![tab-contentlogo.png](https://www.apexa.ca/hs-fs/hubfs/Apexa%20-%202017%20-%20Theme/images/tab-contentlogo.png?width=138&name=tab-contentlogo.png "tab-contentlogo.png")

### Industry collaboration & connectivity

By working in collaboration with Canadian Carriers and MGA’s in   
 building this solution, we are connecting the industry like never before.

## How To guides

###### Here you will find a series of documents which outline how you can:

- Register
- Complete your profile
- Request new contracts

If you are an advisor, please follow the [Advisor How To Guides](https://www.apexa.ca/advisor-how-tos#Advisor)

If you are responsible for a corporation, then refer to the [Corporation How To Guides ](https://www.apexa.ca/advisor-how-tos#corporate)

[**Advisor Profile Set Up**](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Advisor%20Profile%20Setup.pdf)

[**Advisor Requesting a Contract With a Corporation**](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Requesting%20a%20New%20Contract_Individual%20Advisor%20to%20Corporation.pdf)

**[Advisor Requesting Either an AGA or MGA contract](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Requesting%20a%20New%20Contract_Individual%20Advisor%20to%20MGA-AGA.pdf)**

 

[**Corporate Profile Set Up**](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Corporate%20Profile%20Setup.pdf)

[**Corporation Requesting Either an AGA or MGA Contract     **](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Requesting%20a%20New%20Contract_Corporation%20to%20MGA-AGA.pdf)

[![Apexa an MIB Business](https://www.apexa.ca/hs-fs/hubfs/Apexa%20-%202017%20-%20Theme/images/footer-logo.png?width=151&name=footer-logo.png "Apexa an MIB Business")](https://www.apexa.ca/)

- [![Twitter](https://www.apexa.ca/hubfs/theme/twitter.png "Twitter")](https://twitter.com/apexa_corp)
- [![LinkedIn](https://www.apexa.ca/hubfs/theme/linkedin.png "LinkedIn")](https://ca.linkedin.com/company/apexa-corp)

© 2026 APEXA. All Rights Reserved.

<https://www.apexa.ca/advisor-how-tos#>