Client Profile Maintenance Tip

November 14, 2023 at 9:17 AM / by APEXA Training Team  /  1 minute read

APEXA Tips & Tricks Nov 2023

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. 

Think about who has access to your company’s APEXA profile – are all users up to date? Should any employees be removed, added or have their permissions updated because of a role change? 

You can easily navigate to the Corporation Menu of your APEXA profile to complete a simple review of these items. By doing so, you can remain compliant and protect the integrity of your company data. 





Topics: Tips & Tricks

APEXA Training Team

Written by APEXA Training Team

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