APEXA has set the industry standard for advisor contracting, screening and monitoring. This step will ensure that all MGA advisors contracted with Sun Life are registered on APEXA and have completed their advisor profile (including uploading E&O insurance certificate and licenses). We appreciate your collaboration in ensuring, as an industry, we’re all meeting our regulatory obligations and adhering to the CLHIA G8 and G18 Guidelines regarding advisor suitability.
How will you benefit from APEXA?
- Simplifies contracting and compliance
- Connects you to the MGAs and carriers you work with and/or request a new contract from
- Consolidated advisor profile
- Updates made to your profile are automatically shared with your MGAs and carriers
- All your selling codes are available in one place
- Simplified contracting
- Can request a new contract online, making the process paperless and saving you time
- Your contracts are electronically requested, completed and signed all within APEXA
- Faster processing as carrier and MGA requirements, such as background checks and credit verification, are provided through APEXA
- Simplified administration
- APEXA reminds you of upcoming license and E&O renewals
- You can also track your CE credits
Sun Life is committed to APEXA. Thank you for your partnership as we move forward in this direction.
Please contact your MGA if you have any questions.
