Staff Feature - Meet Sarah Sheppard

January 9, 2020 at 10:22 AM / by Mariah Clarkin posted in Inside APEXA  /  2 minute read

APEXA is the Canadian digital life insurance industry platform which provides smart contracting and compliance. Our third post in our Faces of APEXA series will give you the inside scoop on Sarah Sheppard, one of APEXA's newest Client Implementation Leads.

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Momentum Through Collaboration

January 9, 2020 at 10:21 AM / by Dylan Friedmann

2019 was a year of collaboration and that is what APEXA has created and will continue to carry as we move forward in 2020. I started with APEXA in 2014, when it was merely an idea. As the first employee, there was no platform built; we did not have a team; we didn’t even have a name. I have witnessed so much over the last 5+ years, but 2019 has been unprecedented. The major accomplishments over the last year are truly a testament to the industry’s commitment to be constantly improving, modernizing and working digitally.

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Advisor Succession: Tuning into Millennials

November 4, 2019 at 12:50 PM / by Dylan Friedmann

We’ve all heard it: the life insurance industry is changing. The transition to digital is upon us; the use of electronic apps has almost doubled in the last 18 months and we conduct more and more of our lives on the web.

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Growing a Business: Lessons We Learned Along the Way

November 4, 2019 at 12:48 PM / by Mariah Clarkin

Every single company begins with an idea. An idea that evolves into a plan, and hopefully comes to fruition. The journey from “idea” to “viable business” is a long and difficult one. There are countless factors to take into consideration. As a growing insurtech company, APEXA has experienced firsthand some of the challenges that startups often face. In order to best understand and prepare for those potential challenges early on, we spoke to our peers and sought advice from industry veterans and seasoned entrepreneurs. What we learned from these valuable conversations, we’d like to pass on.

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Open Innovation: Lessons Learned Creating an Industry Platform

June 21, 2019 at 3:35 PM / by Tonya Blackmore

The following is based on the RGAX blog post, 8 Imperatives for Managing an Open Innovation Project.

I’m often asked what lessons I’ve learned about how to manage an open innovation project. Bringing together multiple organizations to achieve a common goal is daunting. But industry challenges, such as insurance contracting and compliance, are ripe for open innovation and are often the most easy to spot. These are the issues that constantly dominate discussions at conferences and events, as everyone is trying to find a solution.

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Immeasurable Value in Conferences

June 21, 2019 at 3:35 PM / by Dylan Friedmann posted in Life Insurance Business as Usual, APEXA on the Road  /  2 minute read

I am always excited to attend industry conferences, as they provide so much potential for learning, networking, and are a great way to connect with many colleagues and clients face-to-face in an efficient way.

Earlier this month, I had the opportunity to moderate an OmbudService panel at the CLHIA 2019 Compliance and Consumer Complaints Annual Conference, attended by many leaders in compliance, representatives from the provincial regulators, and provincial councils.

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Change Management Works ... If it Sticks!

May 14, 2019 at 3:46 PM / by Dylan Friedmann

You and your team have worked really hard to communicate and make everybody aware and excited about your change.  You’ve shared the knowledge they need to be successful and through practice, feedback, and coaching you know they have the ability. The last step in achieving success in your change management strategy means making sure your team proceeds to embrace the change they’ve implemented.

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Eliminating Bias: Why Advisors Should Strive for Objectivity

May 14, 2019 at 3:46 PM / by Mariah Clarkin

“If it were easy, everyone would do it.” We’ve heard this saying time and time again, applied to every difficult scenario under the sun… But the truth is, it’s not easy to accurately assess your clients’ needs through an objective lens. Sincere. Genuine. Honest. All of these adjectives carry a positive connotation. They are the qualities that we collectively strive to be perceived as by our clients. But, what even the most skilled Advisors can struggle to suppress is inherent BIAS.

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Today's Compliance Landscape: Where Does APEXA Fit In?

April 18, 2019 at 3:35 PM / by Mariah Clarkin

Our clients and industry peers often commend us on the contracting capabilities APEXA offers. Our team worked tirelessly to develop this functionality, and we strive to enhance it every day. But, what can sometimes be overlooked are the compliance benefits of APEXA. Before we delve deeper into our compliance capabilities, let's explore the role of compliance in the life insurance industry. 

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Ability is part of the Recipe for Successful Change Movement

April 18, 2019 at 3:35 PM / by Dylan Friedmann

A huge part of what we do at APEXA is work with our clients as they embark on the path to change.  Moving towards an industry solution for Advisor compliance and contracting is more than a big step towards standardization, it is implementing new technology and changing the way our clients’ teams complete their work on a daily basis.

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