Corporate Profile Requirements

March 13, 2024 at 9:23 AM / by APEXA Training Team posted in Tips & Tricks  /  1 minute read

Corporation profiles on APEXA capture all the mandatory information required by your MGA and carrier partners for new contracting and ongoing monitoring. This includes items such as a breakdown of company ownership, your Articles of Incorporation or Certification of Incorporation, provincial licenses issued to your corporation and maybe even a separate corporate E&O certificate. 

When you setup or make updates to a corporate profile on APEXA, our Document Validation Team works behind the scenes to review the information in each section of the profile, to ensure you have met the business rules set out by our partners and regulators.

Read More

AODA Updates in APEXA

February 20, 2024 at 3:14 PM / by APEXA Training Team posted in Tips & Tricks  /  2 minute read

This past year, our product and development teams have been working hard behind the scenes on some very important updates within APEXA. One of our key initiatives has been aligning our application with the guidelines set out in the Accessibility for Ontarians with Disabilities Act (AODA), a law that makes Ontario more accessible and inclusive to people with disabilities. At APEXA, we believe in the importance of diversity and inclusion, and are happy to be a part of a broader effort to ensure that all people have equal access to goods, services and facilities.
Read More

Provincial CE Credit Requirements

January 9, 2024 at 3:56 PM / by Sarah Sheppard posted in APEXA Compliance Corner  /  3 minute read

With the January upon us, it’s a great time for Advisors to consider your continuing education plan for the new year to ensure you stay compliant with CE credit requirements. To help you with your planning, we pulled together the below list of CE requirements for each province.

And remember, you can stay organized and confidentially keep track of your CE credits by uploading them upon completion within your APEXA profile!

Read More

E&O Best Practice for Provider Drop-Down

December 19, 2023 at 11:27 AM / by APEXA Training Team posted in Tips & Tricks  /  1 minute read

As an Advisor, when adding or editing an E&O policy, you may be wondering what exactly APEXA is looking for in the E&O Provider drop-down menu? Let’s break it down for you.
Read More

Staff Feature - Doram Dascaloff

December 12, 2023 at 11:04 AM / by Doram Dascaloff posted in Inside APEXA  /  2 minute read

Hi, I’m Doram Dascaloff and I joined the APEXA team as a Client Implementation Lead (CIL) in June of 2022.

Read More

Staff Feature - Alyssa Valila-White

November 28, 2023 at 8:25 AM / by Alyssa Valila-White posted in Inside APEXA  /  2 minute read

Hi, I’m Alyssa Valila-White and I joined the APEXA team as a Document Validator in December of 2022.

Read More

Client Profile Maintenance Tip

November 14, 2023 at 9:17 AM / by APEXA Training Team posted in Tips & Tricks  /  1 minute read

Compliance is the name of the game when it comes to APEXA. We understand how important it is for an advisor to maintain a good health status on their profile. And for an MGA or Carrier on APEXA, it’s just as important to maintain your profile. 
Read More

Staff Feature - Marko Esho

September 11, 2023 at 9:25 AM / by Marko Esho posted in Inside APEXA  /  3 minute read

Hi, I’m Marko Esho and I joined the APEXA team as a Senior Software Developer in April of 2022

Read More

Staff Feature - Alex Fanfan

August 10, 2023 at 2:20 PM / by Alex Fanfan posted in Inside APEXA  /  2 minute read

Hi, I’m George Alex Fanfan (I go by Alex) and I joined the APEXA team as a Bilingual Client Support Specialist in the end of May 2022.

Read More

Bill 96: Quebec’s French Language Law and the Life Insurance Industry

June 16, 2023 at 8:57 AM / by John Allen, Regulatory Compliance Counsel, APEXA

Efforts to protect French language rights in Quebec date as far back as the 1800s, and since 1974, French has been the only official language in the province. Recently, the government has bolstered their work to promote use of French in Quebec. In May of 2022 the National Assembly of Quebec adopted Bill 96, An Act respecting French, the official and common language of Quebec, which received royal assent on June 1, 2022, and is intended to affirm that the only official language of Quebec is French.

Bill 96 modifies over 25 legislations, including the Charter of the French Language (the Charter) 1977, the Constitution Act of 1867, the Charter of Human Rights and Freedoms, and the Civil Code of Québec. It introduces several measures around the use of French in commerce, labor relations and contracts that have direct impact on business, including the life insurance industry.

Read More