Enhancement Release 2.0 - Onboarding Improvements
- Former user (Deleted)
- Chantel Munroe
ID | Feature | Description |
SD-1284 | Allow Document Validators to Edit Licence, E&O and Banking Records | To reduce the number of rejected licence and E&O records in the system, APEXA staff will be given access to correct incorrectly entered information. Staff will have access to update a limited subset of fields and will not be able to delete records or attachments. |
SD-1285 | Remove Document Upload Requirement for Certain Provinces | In provinces where all the information required in APEXA is available on the website, a file upload is no longer required when the licence record is created. For provinces where there is no provincial site available or not all information is provided on the website, a file upload will continue to be required. |
SD-1286 | Remove Fraud Amount Field | The system will no longer capture “fraud amount” as part of the E&O record. |
SD-1287 | Update “Legal Name” to “Name as it Appears on Your Resident Licence” | An advisor’s or corporation’s profile name on APEXA must match their name as listed on their residential licence. The system will be updated with better field names and helpful banners to make it clear that the name on the advisor or corporate profile must match the name that is listed on the resident licence. |
SD-1288 | Helper text for provinces with two licences | Alberta and Manitoba currently issue separate licences for different licence types (i.e. life versus accident and sickness), which means that two records for each licence are required in APEXA. After selecting Alberta or Manitoba from the drop-down list, the system will alert the advisor of how to enter their licence information into APEXA. |
SD-1289 | Updates to Licences in InTrust | APEXA will prevent errant licence records from being imported into InTrust going forward, will remove any erroneous records currently in InTrust and will require a document upload (where applicable) for all licence records going forward. |
SD-1290 | More information on landing page for advisors | The registration screen is going to be updated with a video, which advisors or corporate representatives can choose to view or not, to provide more information about APEXA. |
SD-973 | Onboarding Shareholders through InTrust | This enhancement will allow the MGA (or other billable partner) to use InTrust to build out the shareholder structure of a corporation, so that the corporation will not be responsible for onboarding their shareholders nor linking them to their corporation. |
| SD-671 | Licence Integrations | APEXA is now integrated with Saskatchewan and Prince Edward Island. For licence records in SK and PEI, advisors or corporations will be prompted to enter their licence number and all of the relevant information from their licence will be automatically imported into the system. The system will then monitor their licence going forward for any changes, including renewals, and automatically update their licence record to reflect these changes. |
| SD-690 | Update Staff Portal with InTrust Visibility | Partner organizations now have the option of giving temporary, view-only access of their InTrust database to APEXA staff to allow increased support for data inquiries and troubleshooting activities. |
| SD-981 | Hold validation queue item until advisor completes verify | Items like licences, E&O and banking information are manually validated by APEXA staff. These items will not be sent to APEXA to be validated until after the advisor or corporation has completed the entire APEXA profile set-up wizard. |