We make insurance more efficient for Advisors, MGAs & Carriers

We make contracting and compliance more efficient for Advisors, MGAs & Carriers through standardized processes, building a digital platform and conducting automated monitoring with notifications.

APEXA Features


Simplified Contracting

Managing and requesting contracts can be complicated, but APEXA simplifies this process for the insurance industry by digitizing the entire process. No more paper applications, delays, misplaced forms, or manual follow ups! 


Consolidated Advisor Profile

APEXA is designed to track all Advisor information in a single location. Updates are automatically shared with your MGAs and Carriers.


Manages Compliance Risk

APEXA keeps you on the right side of compliance by monitoring key information on the Advisor profile and providing notifications and alerts when action is required.

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Heidi MacDonald, Vice President Operations

Financial Horizons Group

An industry first with carriers and MGA’s working together to build a common platform. The result will be an on-line contracting and compliance solution to simplify processes and allow us all to concentrate on our advisors and the business as a whole. We are very proud to be part of this exciting project!


Les Herr, President & CEO

Stantive Technologies Group Inc.

"As a 32-year veteran of the insurance business I would say the most important asset our industry has is our reputation. And our reputation relies on the quality and suitability of the financial advice customers receive from their financial advisor. This initiative from APEXA, supported by financial services companies and MGAs, gives a third-party, assessment of an advisor's contracting and conduct information in one central online location. This is a very valuable tool and in my view, will only help strengthen our industry, and ultimately grow consumer confidence"


David A. Gray CFP, CLU, CH.F.C. Vice-President, Insurance Distribution and Strategic Initiatives (Retired)

Sunlife Financial

This has been a great project and in my 41 years we have not seen this type of collaboration across the industry.

Your Data Is Safe With APEXA

Security is important.

APEXA is dedicated to protecting all of your data using industry best standards. Our servers are protected by high-end firewall systems and our system is protected by a robust intrusion prevention system. Our data feeds from internal and external sources are encrypted for an added level of security. You can rest assured that protecting all customer data is our top priority.

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Call us at 1-855-294-2541 or send us a question.
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