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14. license

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Here’s the step-by-step procedure for viewing and validating your compliance information in the Centralize Permit List section.

Objective

Ensure that your Chief General Agent has the correct information about your licenses to ensure your compliance and avoid any blockages in the processing of your contracts.

Access

Look for the icon represented by a small label containing a bust (profile icon) in your side menu.

Step 1: Consult the list

  1. Once in the tab, your different permits will be displayed on the screen.
  2. If you have several licences (e.g. Personal Insurance, Group Savings), they will appear side by side or one below the other.
  3. Check that each licence held is present and that the validity dates are correct.

Step 2: The update flow (Compliance reminder)

To keep your information up to date in Centralize, you must follow these cycles:

  1. Renewal: Submit your annual renewal to the Chamber or the competent authority.
  2. Apexa: Add or update your new permit in the Apexa platform.
  3. Synchronization: A few days after the update in Apexa, the information should automatically reflect in Centralize.

Step 3: What to do in case of an error or omission?

If you find that the list is incomplete or that a permit is not up to date:

  • Initial check: First, make sure that the document has been uploaded to Apexa.
  • Action required: If everything is in order in Apexa but Centralize is not updating, contact your senior general agent (AgenZ). This means that they do not have the complete information to validate your compliance.

⚠️ Why is this important?

The validation of your permits by the general agent is a critical point for compliance. A licence that is not up to date in the system may result in delays in the submission of your contracts or in the payment of your commissions.