As an advisor, you may already be on APEXA, having been invited by a carrier or MGA, completed the profile setup process and, for some time now, been maintaining your profile data. Or you may only recently have received your first invitation to join APEXA. Regardless, we are happy you’re a part of APEXA, the industry platform for compliance and contracting.
Invitations to join APEXA will be sent to advisors not only when you are new to the platform, but also when a legacy contract is being added to APEXA for the first time. Here’s some best practices for how to handle APEXA invitations when they come your way.
Best Practices for Reviewing & Accepting APEXA Invites
May 29, 2024 at 10:05 AM / by APEXA Training Team posted in Tips & Tricks / 2 minute read
Acting On Backcheck Emails
April 25, 2024 at 8:28 PM / by APEXA Training Team posted in Tips & Tricks / 2 minute read
As you are likely aware, it is a requirement for advisors to complete a criminal background check as part of the contracting process on APEXA. To ensure maximum security, APEXA partners with Sterling BackCheck, One of the main background check providers in Canada, to perform this check for advisors or shareholders who are involved in a net new contract.
Corporate Profile Requirements
March 13, 2024 at 9:23 AM / by APEXA Training Team posted in Tips & Tricks / 1 minute read
Corporation profiles on APEXA capture all the mandatory information required by your MGA and carrier partners for new contracting and ongoing monitoring. This includes items such as a breakdown of company ownership, your Articles of Incorporation or Certification of Incorporation, provincial licenses issued to your corporation and maybe even a separate corporate E&O certificate.
When you setup or make updates to a corporate profile on APEXA, our Document Validation Team works behind the scenes to review the information in each section of the profile, to ensure you have met the business rules set out by our partners and regulators.
AODA Updates in APEXA
February 20, 2024 at 3:14 PM / by APEXA Training Team posted in Tips & Tricks / 2 minute read
E&O Best Practice for Provider Drop-Down
December 19, 2023 at 11:27 AM / by APEXA Training Team posted in Tips & Tricks / 1 minute read
Client Profile Maintenance Tip
November 14, 2023 at 9:17 AM / by APEXA Training Team posted in Tips & Tricks / 1 minute read