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

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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!

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Consolidated Advisor Profile

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

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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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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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Join 80,000 other Advisors

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Advisor Question

Call us at 1-855-294-2541 or send us a question
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MGA/Carrier Support

Open a ticket in our APEXA Support Portal
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Client Info/Demo

Learn more about APEXA/Request a client demo