Purpose drives passion; passion drives growth, and growth is what APEXA has seen in 2019. We had record onboarding in October and November, and picked up a few industry accolades along the way. Stay tuned for an upcoming Special Edition recapping all of the companies who joined in 2019, as well as the new members on APEXA’s expanded Board. Thank you for continuing to follow our journey and we hope you had a peaceful and warm holiday season.
I recently had the privilege of mentoring a team of budding entrepreneurs. Their target was disruption in Insurance and I was so energized by their ideas, enthusiasm and perseverance. It drove home the importance of having Millennials not just on our teams but at the innovation table, building solutions for their peers. It made me wonder how customer engagement will change when Millennials are the primary Life Insurance Advisors in Canada and successors to the industry. Are your succession plans tuned into Millennials? Check out Dylan’s feature in this issue to explore this topic further.
Growth comes from doing and then reflecting. I was recently asked what advice I’d give to others who wanted to engage in a collaborative creation. That took some reflection and turned into the 8 Imperatives of Open Innovation which I had the opportunity to share at InsurTech North. Being part of this wave of change is truly exciting and watching our user base expand is taking change in the right direction.
APEXA hit a key milestone this month by doubling our client base. We started the company with 9 Carriers and MGAs and this month we all cheered as #19 crossed the line. Then we threw the noise makers in our desks and got back to work on the 21 companies teed up and ready to go live next.
Yes, this is our scale-up year and we’re loving the momentum as we expand our client base as well as our team and welcome over one hundred new Advisors to the platform week after week. If you’ve been holding off on choosing your go live date for 2019, don’t delay. There are only a few spots left so reach out to dylan.friedmann@apexa.ca today.
You don’t even need to ask, we’ve got your back. That’s the essence of APEXA. We take care of monitoring compliance and sending you alerts so you can focus on other, more important things.
“Everything stinks until its finished” Wisdom by the whimsical author Dr. Seuss who would have turned 115this month. I like the simplicity of this quote which reminds us that new things feel like a challenge until you push through and experience the rewards. If you are onboarding this year and are thinking about how to prepare your organization, follow our content on change management and our feature this month on Five Ways to Boost Advisor Registrations. And remember to lean on us because it’s our job to make things stink less for you.
Happy Birthday Dr. Seuss and happy reading to all of you.
APEXA is scaling up to bring on up to 60 new MGAs and Carriers in 2019 as the industry moves toward submitting all new Advisor contracts through APEXA starting January 1st, 2020. Learn more about what’s to come by clicking here.
