News & Updates

A Message from the CEO:

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.

A Message from the CEO:

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.

A Message from the CEO:

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.

A Message from the CEO:

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.

A Message from the CEO:

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.

Learn more about how APEXA helps in today’s compliance landscape in our blog “Today’s Compliance Landscape: Where Does APEXA Fit In?”

A Message from the CEO:

“Everything stinks until its finished” Wisdom by the whimsical author Dr. Seuss who would have turned 115 this 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.

A Message from the CEO:

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 1^st, 2020. Learn more about what’s to come by clicking here.

"When you are named to the annual list of the 100 Most Innovative RegTech Companies in the World…it’s a good month. APEXA is honoured to be named to RegTech100 and proud to be making a difference in the Canadian Life insurance industry"

"Picture this. You are on a stage in front of a live audience with blinding spotlights in your eyes.  You wait nervously until the digital clock at your feet starts to count down. That’s your queue to launch into your most compelling and engaging 5-minute pitch about how your company has advanced the industry through technology and innovation. The sound of a loud buzzer marks the end before you turn to a panel of judges who are armed and eager to pepper you with questions.  That’s the real deal experience of a pitch competition and a proud day for APEXA as we turned up as finalists in the ACORD Insurtech Innovation Challenge in New Orleans." (continue reading…)

"Fall is the perfect time to turn over a new leaf or at least brush up the existing one. If you need to start fresh or fine tune your digital marketing strategy, Mariah Clarkin shares three simple steps in Online Marketing Strategies for Advisors, so grab yourself a Pumpkin Spice Latte and take a breeze through our tips and trips from September."