Disclosure to the Life Insurance Customer

September 21, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  3 minute read

Everyone wants to know what they are getting out of a transaction, be it professional or personal. This applies to customers of any industry, including life insurance. Despite the complexity of policies, it is essential to provide adequate information about the products being sold to the customer. When disclosing product information to customers in the life insurance industry, keep in mind the following:

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Roundup of Business Tech Tools

September 8, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Tech Now!  /  4 minute read

Recent years have exposed previously conservative industries, from legal to finance, to the benefits of digitalizing their operations. Within that process, certain tools have been adopted on a large scale to facilitate conducting business remotely. The life insurance industry is no exception, and when the pandemic hit, it had to adapt quickly to continue conducting business remotely. This evolution refreshed old technology and introduced new software to fill gaps that remote working created in the business world. In this blog, we share tools that can help Advisors with everything from team building and project management to scheduling and collaboration.

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Staff Feature - Meet Josephine Moser

August 27, 2021 at 11:00 AM / by Josephine Moser posted in Inside APEXA  /  5 minute read

Hi! I’m Josephine Moser, and I’ve been with APEXA as a Customer Support Manager since 2019. 

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Post-pandemic Sustainability – What Form Will It Take?

August 24, 2021 at 2:19 PM / by Ibhaze Uduehi posted in Sustainability  /  4 minute read

As organizations consider the implications of transitioning back to the office, it’s also worth thinking about what this and the return to other activities that have been inaccessible for the past eighteen months means for sustainability.

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Modernizing the Distribution Strategies of Life Insurance Products

August 17, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  3 minute read

Product distribution is essential to both agents’ and customers’ journeys. As digital options expand, expectations evolve because customers want instant access to their insurance information. While progress is underway, work still needs to be done on the industry’s distribution models so that they meet evolving demands, whether they are in person, digital, or a hybrid of the two.

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Staff Feature - Meet Sarah Sheppard

July 28, 2021 at 11:00 AM / by Sarah Sheppard posted in Inside APEXA  /  8 minute read

Hi, I’m Sarah Sheppard and I work at APEXA as a Client Implementation Lead.

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Transitioning from Remote Work Back to the Office

July 27, 2021 at 11:00 AM / by Ibhaze Uduehi posted in APEXA from Home  /  4 minute read

We are almost halfway through the third quarter of 2021. With that comes the anticipation of businesses reopening plus the excitement of summer.

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Customer-centric Insurance Product Design

July 13, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  3 minute read

CCIR and CISRO expect that the design of a new insurance product or significant adaptations made to an existing product take into account the interests of the target Consumers’ group. With the development of complex products that are sometimes difficult to understand, any weakness in the design or the related disclosure documents can increase the likelihood of inappropriate choices from Consumers.” - ccir-ccrra.org

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Staff Feature - Meet Sebastien Rocco

June 29, 2021 at 11:00 AM / by Sebastien Rocco posted in Inside APEXA  /  5 minute read

Hi, I’m Sebastien Rocco and I work at APEXA as a Sales and Account Director.

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Email Marketing Tricks for Advisors to Convert Leads

June 15, 2021 at 11:15 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  4 minute read

Previously, we gave an overview of how to approach email marketing in three simple steps. Now we’re diving deeper into the process of nurturing leads through sustainable email marketing campaigns.

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