WHAT IS APEXA?Apexa contracting and compliance more efficient for Advisors, MGAs & Carriers through standardized processes, building a digital platform and conducting automated monitoring with notifications.Insurers as well as MGA are gradually joining Apexa |
IMPORTANT DATES
March 9, 2020 | The signature of the Advisor Contract between Agenz/Sentiel and the advisor must be completed via the Apexa system.
April 1st, 2020 | New contracts with Canada Life, Sun Life and Empire will be processed through Apexa.
December 31, 2020 | All advisors with an active code with Industrial-Alliance and Sun Life must have completed their Apexa profile before December 31, 2020.
DOCUMENTATION
Inscription d’un conseiller autonome | |
Requesting a new contract Advisor | FR | EN |
Advisor Profile Setup | FR | EN |
Inscription d’un conseiller rattaché | |
Requesting a new contract Advisor to Corporation | FR | EN |
Requesting a new contract Corporation | FR | EN |
Corporate profile setup | FR | EN |
Advisor support | 1-855-294-2541 or support@apexa.ca |