Smart Contracting Compliance Bridgeforce Compliance Days WHAT IS

Smart Contracting & Compliance Bridgeforce Compliance Days

WHAT IS APEXA? A DIGITAL PLATFORM FOR LIFE INSURANCE ADVISORS CONTRACTING & COMPLIANCE SIMPLY CONNECTING: ü ADVISORS ü MGAS ü CARRIERS

Simple and secure online profile Electronic contracting Compliance tracking and notifications for license requirements

What is in my Profile? Personal Info Licences E&O Coverages Contracts CE Credit*

How Do I Get Invited to APEXA? MGA initiates APEXA invite Advisors receive an email from APEXA Confirm your email address Login to APEXA and create your account Complete Profile Wizard Congratulations! You’re all set.

Invitation Received From notification@apexa. ca What actions to take next?

Invitation Received Getting Started

Login Screen LOGIN PAGE Token is pre-populated

Login Screen Proceed when all fields are green!

Email Authentication From notification@apexa. ca Confirm Your Account

Email Confirmation Screen

Sign In Sign into your account

What Do You Need to Get Started? • • • Address History E&O Provincial Licence(s) Insurance Carriers Info. Banking Info.

Identity Verification Identify Carrier Relationships

A Verbal password is need for call center Profile Set-Up

Set up Wizard: E&O Coverages E&O Certificate must be uploaded

Confirmation of E&O Upload

Set up Wizard: Licence(s) Licence must be uploaded

Confirmation of Licence Upload

Set up Wizard: Compliance

Contracts Confirmation

Congratulations! Your is profile is Complete!

Maintaining your Profile: Dashboard 1 2 3

Dylan Friedmann VP Client & Partner Experience dylan. friedmann@apexa. ca ! Questions?