APEXA EN
APEXA
FIRST, WHAT IS APEXA?
It is a digital solution developed in collaboration with several major insurers to create a centralized and standardized platform for contracting and compliance monitoring.
Groupe Financier Signature has therefore integrated the APEXA process into its business practices for all insurance contracting needs.
SIMPLIFIED CONTRACTING
Speed up the processing of new contract applications and manage your active contracts through your secure profile.
COMPLETE ADVISOR PROFILE
Changes to your information are automatically shared with insurance companies, centralized with Groupe Financier Signature and MGA insurers. Real-time notifications help you manage your priorities.
COMPLIANCE RISK MANAGEMENT
Avoid the expiry of your licences and professional liability insurance through automatic notifications and alerts.
WHY DO I NEED TO REGISTER?
Groupe Financier Signature is now required by insurers and our general agent partners 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 our partners’ requirements.
If you do not yet have an APEXA profile, creating one becomes mandatory as part of your onboarding in order to obtain a sales code from insurers. Most of them no longer accept applications outside the APEXA platform. You will receive the necessary information on this subject at the appropriate time and will also be assisted to simplify the process.
To learn more about APEXA, you can consult the explanatory videos by clicking HERE or by following this link: https://www.apexa.ca/fr-ca/videos?wvideo=353uza8akw
APEXA DOCUMENTATION
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