APEXA Training Team

Recent Posts

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.

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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.
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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.
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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. 
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