Transitioning from Remote Work Back to the Office

July 27, 2021 at 11:00 AM / by Ibhaze Uduehi posted in APEXA from Home  /  3 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  /  4 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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Outsourcing Best Practices – Four Considerations for the Life Insurance Industry

June 1, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  2 minute read

“Outsourcing is defined as delegating to a service provider, over a defined period, the performance and management of a function, activity or process, that is or could be undertaken internally by the Insurer or the Intermediary itself.” – ccir-ccrra.

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Staff Feature - Meet Coralie Bilon-Dicanot

May 28, 2021 at 11:00 AM / by Coralie Bilon-Dicanot posted in Inside APEXA  /  5 minute read

Hi, I’m Coralie! I’ve been with APEXA since 2019 as a Client Implementation Lead.

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Email Marketing Tricks to Keep at Your Fingertips

May 18, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  1 minute read

As an Advisor in the Life Insurance Industry, creating relationships with the customer is essential. Email marketing is one of several channels through which relationships can be created and fostered. What is the recipe for success when it comes to email marketing? How should you structure the conversation and leave room for continuity after your first “welcome” message? Consider these three tips before you tackle your next email campaign:

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Conflicts of Interest in Life Insurance

May 4, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  2 minute read

Whenever a business is at a crossroads, Conflict of Interest invites the conflicted party to think ethically in consideration of the customer’s needs. While the Fair Treatment of Customer’s guidelines centers on protecting the customer, the outcome of Conflict of Interest equally aims to ensure that all parties’ interests are taken into account when decisions are being made.

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Staff Feature - Meet Devansh Jishtu

April 30, 2021 at 11:00 AM / by Devansh Jishtu posted in Inside APEXA  /  5 minute read

Hi! I am Devansh, and I have been with APEXA since March 2019.

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Change Management in the Life Insurance Industry

April 20, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  2 minute read

Change—in the right setting, at the right time, and with the right frame of mind—can be a good thing. Often, it is synonymous with growth, either in personal or professional life. More often than not, though, it can be a struggle to map out the process of going from the status quo to a more ideal situation.

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