--- title: APEXA Blog - Simply Connected | Tips & Tricks description: Tips & Tricks | APEXA Blog - Simply Connected. As thought leaders in the Canadian Life Insurance Industry, APEXA commits to creating innovative and inspiring content for Advisors, Carriers, MGAs and other industry stakeholders --- [![APEXA an MIB Business](https://www.apexa.ca/hs-fs/hubfs/apexa-2025.png?width=100&height=93&name=apexa-2025.png "APEXA an MIB Business")](https://www.apexa.ca/) - [EN](https://www.apexa.ca/) - [FR](https://www.apexa.ca/fr) ![blog-hero.jpg](https://www.apexa.ca/hs-fs/hubfs/Hero_Images/blog-hero.jpg?width=1922&name=blog-hero.jpg "blog-hero.jpg") # Blog Simply Connected [![](https://www.apexa.ca/hubfs/April%202025%20Apexa%20Tips%20%26%20Tricks%20FR-1.png) ](https://www.apexa.ca/blog/tips-tricks/completing-background-checks) ## [Completing Background Checks](https://www.apexa.ca/blog/tips-tricks/completing-background-checks) ** April 29, 2025 at 9:47 AM / by [APEXA Training Team](https://www.apexa.ca/blog/author/apexa-training-team) posted in [Tips & Tricks](https://www.apexa.ca/blog/topic/tips-tricks)  / ** 1 minute read In APEXA, background checks are often run when you are completing a new contract. APEXA partners with Sterling BackCheck, who provides a convenient and secure solution for pre-employment screening. [Read More **](https://www.apexa.ca/blog/tips-tricks/completing-background-checks) [![](https://www.apexa.ca/hubfs/Jan%202025%20APEXA%20Tips%20%26%20Tricks.png) ](https://www.apexa.ca/blog/tips-tricks/january-2025) ## [Start off strong in 2025 by reviewing your APEXA profile](https://www.apexa.ca/blog/tips-tricks/january-2025) ** January 31, 2025 at 9:18 AM / by [APEXA Training Team](https://www.apexa.ca/blog/author/apexa-training-team) posted in [Tips & Tricks](https://www.apexa.ca/blog/topic/tips-tricks)  / ** 2 minute read Start off strong in 2025 by reviewing your APEXA profile. The beginning of the new year is an ideal time to review your APEXA profile and ensure all the information is up to date. Consider if you have had any changes in recent months that you have not yet recorded in APEXA such as: [Read More **](https://www.apexa.ca/blog/tips-tricks/january-2025) [![](https://www.apexa.ca/hubfs/enhancements-attestation-blog-en.png) ](https://www.apexa.ca/blog/tips-tricks/attestation-enhancements) ## [Enhancements to the Annual Attestation Process](https://www.apexa.ca/blog/tips-tricks/attestation-enhancements) ** November 11, 2024 at 9:52 AM / by [APEXA Training Team](https://www.apexa.ca/blog/author/apexa-training-team) posted in [Tips & Tricks](https://www.apexa.ca/blog/topic/tips-tricks)  / ** 2 minute read To ensure the APEXA system effectively supports compliance, it's crucial that we maintain current and accurate information. To uphold this standard, advisors participate in an annual attestation process. Completed once a year on the anniversary of your APEXA profile registration, the annual attestation requires you to review your advisor profile and either confirm that the information remains unchanged or update it as needed.  [Read More **](https://www.apexa.ca/blog/tips-tricks/attestation-enhancements) [![](https://www.apexa.ca/hubfs/APEXA%20Tips%20%26%20Tricks%20Aug%202024.png) ](https://www.apexa.ca/blog/tips-tricks/managing-assets) ## [Managing Assets within APEXA](https://www.apexa.ca/blog/tips-tricks/managing-assets) ** August 13, 2024 at 4:12 PM / by [APEXA Training Team](https://www.apexa.ca/blog/author/apexa-training-team) posted in [Tips & Tricks](https://www.apexa.ca/blog/topic/tips-tricks)  / ** 1 minute read If you are one of our valued MGA and Carrier clients on APEXA, you have probably been on the platform for quite some time now. Your teams have adopted and embraced a digital path for contracting, compliance and screening, invited thousands of advisors to join the platform and processed even more contract requests and action items in the system. What a journey it has been! [Read More **](https://www.apexa.ca/blog/tips-tricks/managing-assets) [![](https://www.apexa.ca/hubfs/APEXA%20Tips%20%26%20Tricks%20May%202024.png) ](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-2024-may) ## [Best Practices for Reviewing & Accepting APEXA Invites](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-2024-may) ** May 29, 2024 at 10:05 AM / by [APEXA Training Team](https://www.apexa.ca/blog/author/apexa-training-team) posted in [Tips & Tricks](https://www.apexa.ca/blog/topic/tips-tricks)  / ** 2 minute read 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. [Read More **](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-2024-may) [![](https://www.apexa.ca/hubfs/APEXA%20Tips%20%26%20Tricks%20March%202024.png) ](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-mar-2024) ## [Corporate Profile Requirements](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-mar-2024) ** March 13, 2024 at 9:23 AM / by [APEXA Training Team](https://www.apexa.ca/blog/author/apexa-training-team) posted in [Tips & Tricks](https://www.apexa.ca/blog/topic/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. [Read More **](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-mar-2024) [![](https://www.apexa.ca/hubfs/tips-trick-02-2024-eng.png) ](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-feb-2024) ## [AODA Updates in APEXA](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-feb-2024) ** February 20, 2024 at 3:14 PM / by [APEXA Training Team](https://www.apexa.ca/blog/author/apexa-training-team) posted in [Tips & Tricks](https://www.apexa.ca/blog/topic/tips-tricks)  / ** 2 minute read This past year, our product and development teams have been working hard behind the scenes on some very important updates within APEXA. One of our key initiatives has been aligning our application with the guidelines set out in the [Accessibility for Ontarians with Disabilities Act (AODA)](https://aoda.ca/what-is-the-aoda/), a law that makes Ontario more accessible and inclusive to people with disabilities. At APEXA, we believe in the importance of diversity and inclusion, and are happy to be a part of a broader effort to ensure that all people have equal access to goods, services and facilities. [Read More **](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-feb-2024) [![](https://www.apexa.ca/hubfs/APEXA%20Tips%20%26%20Tricks%20Nov%202023.png) ](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-dec-2023) ## [E&O Best Practice for Provider Drop-Down](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-dec-2023) ** December 19, 2023 at 11:27 AM / by [APEXA Training Team](https://www.apexa.ca/blog/author/apexa-training-team) posted in [Tips & Tricks](https://www.apexa.ca/blog/topic/tips-tricks)  / ** 1 minute read As an Advisor, when adding or editing an E&O policy, you may be wondering what *exactly* APEXA is looking for in the **E&O Provider** drop-down menu? Let’s break it down for you. [Read More **](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-dec-2023) [![](https://www.apexa.ca/hubfs/APEXA%20Tips%20%26%20Tricks%20Nov%202023.png) ](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-nov-2023-new) ## [Client Profile Maintenance Tip](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-nov-2023-new) ** November 14, 2023 at 9:17 AM / by [APEXA Training Team](https://www.apexa.ca/blog/author/apexa-training-team) posted in [Tips & Tricks](https://www.apexa.ca/blog/topic/tips-tricks)  / ** 1 minute read 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.  [Read More **](https://www.apexa.ca/blog/tips-tricks/tips-and-tricks-nov-2023-new) ### Posts by Topic - [Life Insurance Business as Usual (27)](https://www.apexa.ca/blog/topic/life-insurance-business-as-usual) - [Inside APEXA (17)](https://www.apexa.ca/blog/topic/inside-apexa) - [Tips & Tricks (9)](https://www.apexa.ca/blog/topic/tips-tricks) - [APEXA from Home (5)](https://www.apexa.ca/blog/topic/apexa-from-home) - [Digital and Social Media (5)](https://www.apexa.ca/blog/topic/digital-and-social-media) - [Sustainability (3)](https://www.apexa.ca/blog/topic/sustainability) - [APEXA Compliance Corner (2)](https://www.apexa.ca/blog/topic/apexa-compliance-corner) - [Tech Now! 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