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APEXA

FIRST, WHAT IS APEXA?

This digital solution was developed in collaboration with several major insurers to create a centralized, standardized platform for contracting and compliance monitoring.
Groupe Financier Signature has therefore integrated Apexa’s process into its business practices for all insurance contracting needs.

Signature Financial Group has therefore integrated the Apexa process into its business practices for all insurance contracting needs.

Here are a few advantages that will make your life easier:

A service fully managed by Signature Financial Group that won’t cost you a thing!

SIMPLIFIED CONTRACTING

Speed up the processing of new contract requests and manage your current contracts through your secure profile.

COMPLETE ADVISOR PROFILE

Changes to your information are automatically shared with insurance companies, centralized with Signature Financial Group and MGA insurers. Real-time notifications help you manage your priorities.

COMPLIANCE RISK MANAGEMENT

Avoid letting your licenses and professional liability insurance expire with automatic notifications and alerts.

Why do I need to sign up?

Signature Financial Group is now required by insurers and our partner general agents to use the APEXA platform for contracting and to ensure compliance.

This process is now an integral part of our business practices in order to meet the requirements of our partners.

If you do not yet have an APEXA profile, you must create one as soon as you join in order to obtain a sales code from insurers. Most of them no longer accept requests outside the APEXA platform. You will receive the necessary information on this subject at the appropriate time and will also be provided with support to simplify this process.

To learn more about APEXA, you can watch the explanatory videos by clicking HERE or following this link:

https://www.apexa.ca/fr-ca/videos?wvideo=353uza8akw

APEXA DOCUMENTATION