Corporate Governance and Culture in Life Insurance

April 6, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  2 minute read

A company’s corporate governance is important to investors since it shows a company’s direction and business integrity. Good corporate governance helps companies build trust with investors and the community. As a result, corporate governance helps promote financial viability by creating a long-term investment opportunity for market participants.” – Investopedia.

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Staff Feature - Meet Barb Boothe

March 26, 2021 at 11:00 AM / by Barb Boothe posted in Inside APEXA  /  5 minute read

Hi, I’m Barb! I’ve been with APEXA since 2018 as Director of Training. 

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Six Steps to Leading a More Eco-friendly Lifestyle

March 23, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Sustainability  /  3 minute read

Earlier this year, we discussed how we are seeing more and more business leaders prioritizing sustainability as a key facet of their mission and building it into their principles and strategies to ensure business resilience. But corporations aren’t the only ones shifting toward more sustainable practices. Individuals are also increasingly reflecting on their carbon footprints and finding ways to lead more sustainable lives. If you are looking for tangible ways to have a more positive impact on the planet in your daily life, check out these six tips—Reflect. Reorganize. Repurpose. Recycle. Reinforce …and Repeat!

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Three Considerations for Business Modernization in Life Insurance

March 9, 2021 at 11:00 AM / by Sarah Sheppard posted in Life Insurance Business as Usual  /  4 minute read

When you think of modernizing your business, going digital may be what first comes to mind. While the importance of being digital is reinforced globally, it is not the only component that should be considered to ensure the changes you are making are optimizing workflow and improving efficiencies. In our journey to standardize and simplify life insurance advisor compliance through modern technology, we have learned valuable lessons along the way that corporations, MGAs, or insurers in the life insurance industry can consider when facing business modernization.

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Staff Feature - Meet Chantel Munroe

February 26, 2021 at 11:00 AM / by Chantel Munroe posted in Inside APEXA  /  4 minute read

Hi! I’m Chantel Munroe, and I’ve been with APEXA since 2017 as a Business Analyst. 

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The Fair Treatment of Customers in the Life Insurance Industry

February 23, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  3 minute read

“Fair Treatment of Customers encompasses concepts such as ethical behavior, acting in good faith, and the prohibition of abusive practices.” – CCIR Guidance Conduct of Insurance Business and Fair Treatment of Customers.

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How to Develop a User-Friendly Website

February 9, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual, Digital and Social Media  /  3 minute read

Previously, we shared the importance of attracting a millennial audience, for either Advisors or enterprises, by having a robust online presence. Now, we’re diving a little deeper into the requirements of a user-friendly website to help you attract and retain the attention of your online target audience. An easy-to-use website will take them on a journey from their initial interest in your product through to finalizing an agreement. Keep in mind that a website designed to make users’ experience seamless accomplishes three key things:

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Staff Feature - Meet Bonnie Li

January 26, 2021 at 11:00 AM / by Bonnie Li posted in Inside APEXA  /  4 minute read

I'm Bonnie Li. I've been in the software/online application industry for 13 years. My previous experience was with an asset management software company, where I worked on software implementationMy journey to APEXA was fascinating!

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Remote Work and Productivity in 2021

January 5, 2021 at 11:00 AM / by Ibhaze Uduehi posted in APEXA from Home  /  4 minute read

Fare thee well, 2020!

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Five Elements for an Effective 2021 Business Plan

December 22, 2020 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  6 minute read

Are you an Advisor, running an MGA, or an entrepreneur who is starting your practice? If so, this blog will guide your thought process through developing an effective business plan. Keep in mind that if you operate a lean team, some elements may not be applicable. If that is the case, read through the guide and just apply the elements that work for your planning process.

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