Start off strong in 2025 by reviewing your APEXA profile.
The beginning of the new year is an ideal time to review your APEXA profile and ensure all the information is up to date. Consider if you have had any changes in recent months that you have not yet recorded in APEXA such as:
APEXA Training Team
Recent Posts
Start off strong in 2025 by reviewing your APEXA profile
January 31, 2025 at 9:18 AM / by APEXA Training Team posted in Tips & Tricks / 2 minute read
Enhancements to the Annual Attestation Process
November 11, 2024 at 9:52 AM / by APEXA Training Team posted in Tips & Tricks / 2 minute read
To ensure the APEXA system effectively supports compliance, it's crucial that we maintain current and accurate information. To uphold this standard, advisors participate in an annual attestation process. Completed once a year on the anniversary of your APEXA profile registration, the annual attestation requires you to review your advisor profile and either confirm that the information remains unchanged or update it as needed.
Managing Assets within APEXA
August 13, 2024 at 4:12 PM / by APEXA Training Team posted in Tips & Tricks / 1 minute read
If you are one of our valued MGA and Carrier clients on APEXA, you have probably been on the platform for quite some time now. Your teams have adopted and embraced a digital path for contracting, compliance and screening, invited thousands of advisors to join the platform and processed even more contract requests and action items in the system. What a journey it has been!
CLHIA Advisor Screening Questionnaire – Uploads for Questions 43 & 44
July 17, 2024 at 10:50 AM / by APEXA Training Team posted in APEXA Compliance Corner / 1 minute read
As an Advisor, a key part of the screening, contracting and annual attestation processes, is ensuring that all sections within your APEXA profile are accurate and up to date. This includes the responses provided in the CLHIA Advisor Screening questionnaire – specifically questions #43 which pertains to the Advisor Disclosure Statement and #44 which pertains to Needs-Based Sales Practices.
Best Practices for Reviewing & Accepting APEXA Invites
May 29, 2024 at 10:05 AM / by APEXA Training Team posted in Tips & Tricks / 2 minute read
As an advisor, you may already be on APEXA, having been invited by a carrier or MGA, completed the profile setup process and, for some time now, been maintaining your profile data. Or you may only recently have received your first invitation to join APEXA. Regardless, we are happy you’re a part of APEXA, the industry platform for compliance and contracting.
Invitations to join APEXA will be sent to advisors not only when you are new to the platform, but also when a legacy contract is being added to APEXA for the first time. Here’s some best practices for how to handle APEXA invitations when they come your way.
Acting On Backcheck Emails
April 25, 2024 at 8:28 PM / by APEXA Training Team posted in Tips & Tricks / 2 minute read
As you are likely aware, it is a requirement for advisors to complete a criminal background check as part of the contracting process on APEXA. To ensure maximum security, APEXA partners with Sterling BackCheck, One of the main background check providers in Canada, to perform this check for advisors or shareholders who are involved in a net new contract.
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.
AODA Updates in APEXA
February 20, 2024 at 3:14 PM / by APEXA Training Team posted in Tips & Tricks / 2 minute read
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
Client Profile Maintenance Tip
November 14, 2023 at 9:17 AM / by APEXA Training Team posted in Tips & Tricks / 1 minute read