Hi! I’m Emelina Baquero, and I joined the APEXA team as an Advisor Support Specialist in 2021.
Warmer weather usually calls for a break from work. Patio season, barbecues, beaches, sun, concerts, travel – the list of activities that draw everyone out is endless. For those who have been working from home for over two years, there might be a jailbreak right about now, or once we properly settle into the double-positive degrees. However, despite the warm weather and all its trappings, bills need to be paid, and so work goes on. Here are a few tips that should help break up the routine of a regular work-from-home day in warmer weather.
Hi! I’m Sahil Bhasin, and I've been with APEXA as a Senior Software Developer since June 2021.
As we approach the end of the first quarter of 2022, the world is opening up, COVID-19 restrictions are being lifted, and a semblance of pre-pandemic normalcy is returning. Businesses are taking stock of adjustments made, accomplishments achieved, learnings, and insights acquired over the past few years. Life insurance organizations are also taking steps toward the future of business – key considerations are innovative solutions and automating business operations for maximum efficiency and agility. We saw sales in life insurance increase, as people became more aware of the value of buying protection during the pandemic. While it took a pandemic to increase awareness of the value protection can provide, insurance literacy has been top of mind for many Carriers for the past few years. How, then, can we keep protection at the forefront of the customer’s decision-making process?
In the past year, we’ve covered CLHIA’s Fair Treatment of Customers Guidelines with the intent of refreshing ourselves on the principles that guide life insurance practices among business partners, product owners, intermediaries, and customers.
Hi! I’m Alysson Moulin, and I’ve been with APEXA as a Senior Software Developer since 2021.
Like it or not, communication is critical in building better business relationships. The clarity and consistency of relevant communication differentiate brands and boost customer loyalty. With this in mind, how do we determine customers’ needs and objectives with life insurance policies or investment products? An open line of communication with the intent to provide advice versus make sales will give the Advisor a 360-degree view of the customer’s financial status, needs, and priorities. Here are a few FTOC guidelines firmly hinged on establishing communication pathways with customers:
Traditionally, the life insurance Advisor compliance oversight and contracting process has been complex, labor intensive, and paper heavy for all parties involved. APEXA entered the industry with the aim of making that process easier for Advisors, MGAs, and Carriers.
