News & Updates

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This is the fourth in our monthly series of communications where we update you on the progress of our Industry Solution, APEXA, and we are excited to share all of what this past month has had in store. At the forefront of all that we do is our team’s belief in our industry-supported solution, APEXA. While there may be other industry services that seem similar in nature, what sets us apart is not only the transparent nature of our culture but the fact that we are an industry-led solution, working closely with our nation’s stakeholders including Canada's Provincial regulators. 

This is the third in our monthly series of communications where we update you on the progress of our industry project. May and June were very busy months with many internal joint project meetings and also several industry events. The Working Groups and the Project Leadership Steering Committee did an awesome amount of work at two all day workshops as well as more than a dozen virtual meetings. The reviews and feedback on the system prototyping were very important milestones as these demonstrated how the system will be built and navigated by users. The sessions included advisor profile management, contracting and administrative tools. Uploading documents and attaching documents were well received as was system tools. Reporting was also discussed. The carriers and MGAs added some very important insights into some subtle activities in contracting processes and also more was learned about sponsored advisors.