Tackling 2022: Reflecting on the Pace of Change

November 11, 2021 at 2:56 PM / by Dylan Friedmann posted in Life Insurance Business as Usual  /  6 minute read

As we approach the end of 2021, ongoing discussions are revolving around the impact of the pandemic on the Canadian insurance and financial landscape, clients, and insurance providers. How do we manage all the recent changes, continue to improve, and tackle any new challenges that may come from initiatives which will be undertaken in 2022?

Read More

Digital Customer Service – Here’s Why Life Insurance Advisors Should Care

October 19, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual, Digital and Social Media  /  3 minute read

Whether you are an Advisor, an MGA, or an Insurer, customer service is about the customer’s every interaction during their journey with your brand. Traditionally, customer service was perceived as a service offered after the customer had reached out with a complaint or a query, for instance, about a product. Often these interactions happened within a set timeframe via traditional media – letters or phone calls. However, most consumer transactions now occur digitally and directly impact consumer behavior and expectations. With this shift, the spectrum of customer service has broadened to incorporate every customer touchpoint. Keeping a finger on the pulse of customer satisfaction wherever customers meet the brand is ideal. Indeed, brands that include customer service in their marketing strategy have demonstrated customer satisfaction.

Read More

Promotional Strategy for Life Insurance Products

October 5, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Life Insurance Business as Usual  /  2 minute read

When thinking of promoting life insurance products, strategy is one of the first things that comes to mind. Today, being armed with clear, accurate information about these products is simply not enough. You also have to think about how to reach every customer category and to reach customers at their point of need, wherever they may be in their consumer lifecycles.

Read More

Staff Feature - Meet Moumita Tasmin

September 28, 2021 at 11:00 AM / by Moumita Tasmin posted in Inside APEXA  /  4 minute read

Hi, I’m Moumita, and I’ve been with APEXA as a Document Validation Specialist since 2019. 

Read More

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:

Read More

Roundup of Business Tech Tools

September 8, 2021 at 11:00 AM / by Ibhaze Uduehi posted in Tech Now!  /  3 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.

Read More

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.

Read More

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.

Read More

Staff Feature - Meet Sarah Sheppard

July 28, 2021 at 11:00 AM / by Sarah Sheppard posted in Inside APEXA  /  7 minute read

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

Read More

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.

Read More