1. Smart Contracting & Compliance Bridgeforce Compliance Days

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

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

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

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

7. Invitation Received What actions to take next?
From
What actions to
take next?

8. Invitation Received
Getting Started

9. Login Screen
LOGIN PAGE
Token is
pre-populated

10. Login Screen
Proceed when all fields are green!

11. Authentication
From
Confirm Your Account

12. Email Confirmation Screen

13. Sign In
Sign into your account

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

15. Identity Verification
Identify Carrier Relationships

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

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

18. Confirmation of E&O Upload

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

20. Confirmation of Licence Upload

21. Set up Wizard: Compliance

22. Contracts Confirmation

23. Congratulations! Your is profile is Complete!

24. Maintaining your Profile: Dashboard1 3 2

30. Questions? ! Dylan Friedmann VP Client & Partner Experience !
Questions?