Resolved Enhancement Items

Advisors and corporations will receive a notification from APEXA if their licence expires in 27, 6 or 1 day. The user must add a new license record to their profile. However, this will not prevent the system from sending reminders if the user does not delete the expiring license record.

Advisors have voiced their frustrations over the notifications when their information is already updated. Eliminating the notifications for information that has already been updated will lessen the frustration and enhance the users experience.

7.12.0 -Oct, 2022

Advisors and corporations will receive a notification from APEXA if their licence or E&O expires in 27, 6 or 1 day. The user must add a new record to their profile. However, this will not prevent the system from sending reminders if the user does not delete the expiring record.

This will avoid confusion at the user level. This will reduce support inquiries to the MGA.

7.12.0 -Oct, 2022

Advisors must complete the Advisor Screening Questionnaire ASQ provided by CHLIA on an annual basis. They do this by logging into their APEXA profile and completing all of the requirements.

However, they must answer all of the questions and add the documents all over again, as the current values are not available.

Less complaints from advisors and partners.

As part of the screening process, the MGA can assist advisors in answering the ASQ/CLHIA questions. However, it is difficult to address a specific question since there are no numbers within the list of questions for the advisor to refer to.

It's a minor thing, but would save advisors time and frustration trying to figure out what questions 43 and 44 are (or any numbered questions in general) and would save the MGA time from having to answer the advisors as to what questions the insurers are referring to.

8.6.0 -Apr, 2023

Advisors must complete the Advisor Screening Questionnaire ASQ provided by CHLIA on an annual basis. They do this by logging into their APEXA profile and completing all of the requirements.

However, they must answer all of the questions and add the documents all over again, as the current values are not available.

Every time an advisor updates his compliance questions they have to retype the answers to any question they had previously answered yes to and re attach supporting documents.

This can become redundant, if the advisor had previously provided this document. There should be a drop down menu so the advisor can easily pick a previously added document/answer or upload new document.

This is to streamline the process of answering these question; saves time and less frustration on having to provide the same documents over and over again. Falls in line with the whole concept of making the contracting process my efficient

Advisors must complete the Advisor Screening Questionnaire ASQ provided by CHLIA on an annual basis. They do this by logging into their APEXA profile and completing all of the requirements.

However, they must answer all of the questions and add the documents all over again, as the current values are not available.

Better User Experience

Advisors must complete the Advisor Screening Questionnaire ASQ provided by CHLIA on an annual basis. They do this by logging into their APEXA profile and completing all of the requirements.

However, they are forced to restart the process after logging out or being disconnected from the system.

Better User Experience

Currently on APEXA, we do not have a search option to search for advisor that have completed their attestation.

The client has requested for this option to be added in search so they can use it to create triggers

We do an annual review on all advisors at time of attestation. Right now we cannot run any reporting on advisors that have completed their attestation. We do have a trigger set up for completed within 1 day however, that seems to miss people.

SD-46691

Advisor Profile -Profile Snapshot

Barrington Wealth has requested for he changes made to an Advisors ASQ be highlighted in the PDF document to easily identify what information was updated when viewing the ASQ PDF document

Right now there is nothing to indicate what has changed in an advisor's profile and why the ASQ was populated. You have to open them all up, put them side by side and go through each question.

We need the ability to have the section or questions maybe highlighted so you know it has been updated.. Or even a comment section maybe that you can open and see notes?! Not sure exactly how you would do this but we need to be able to know what changes have been made easily.

As part of the advisor screening process, partners can view the documents attached to the ASQ questions on the advisor profiles. However, partners still need to review the PDF document, as the system does not display answers and notes of questions where no documents have been uploaded.

This would make it easier to screen what was changed, as it would highlight the questions we are currently looking at when looking through the PDF attachment. Rather than only the questions that they choose to upload an attachment (as this is not forced).

When an advisor changes information in his profile, a new ProfileSnapshot.pdf file is generated in his profile.

But the insurer or GA is unable to identify the information that has been changed, as there is no indication in the file.

Time-saving, efficiency, user happiness, etc.

As part of the contracting process, the APEXA vendor Backcheck will send an invitation to the advisor to conduct a criminal background check. The issue is that the invitation email does not mention that this is a "criminal" background check.

Consistency and transparency about the requirement of the backcheck being a criminal background check

Text font colours of the system can sometime be difficult to read.

Better user experience.

11.3.0 -Nov, 2023

Some contracts get denied by the MGA when there is a setup mistake. Carriers can also view these contracts in the advisor or corporate profile, as the system makes them public. But there is no indication of who has denied the contract, and there is no reason matching a configuration error or a duplicate.

Before a contract reached Sun Life, the MGA noticed that it was a duplicate of another contract and denied it. It looked like Sun Life already denied the advisor, which we did not. When another Carrier goes to contract this advisor, they will see the same information, and may wonder why this advisor was denied by Sun Life.

8.0.0 -Nov, 2022

Il arrive que certains contrats contiennent des erreurs de paramétrage. Dans ce cas, l'assureur doit refuser le contrat en sélectionnant la raison. Mais il n'y a aucune raison disponible dans la liste qui corresponde à ce cas.

Enhancement proposed by a client about contracting

8.0.0 -Nov, 2022

Some contracts get denied when there is a mistake. In such case, the bottom party should not be notified by the system.

This can be detrimental to the advisor or the corporation, as Terminated and Denied contracts are public.

8.0.0 -Nov, 2022

When denying a contract, the user is required to select the reason for the denial. However, there is no reason for denial of a contract set-up mistake.

Provides visibility and communication into the reason why a contract has been denied. When "Denied" is the only valid option, it doesn't pertain when a hierarchy was set-up in error.

8.0.0 -Nov, 2022

During the contracting process on APEXA, partners are able to add a question directly to a contract. But it is not possible to add a description for both FR and EN since the system allows adding question only in the language of the contract. As a result, employees with accounts in the opposite language will not see the description of the question.

For example, ALL English admin working on this contracting of a francophone advisor, you have no idea what the question or the attachment is. So, you have to leave additional comments in the bottom section, which can be missed sometimes.

Questions should have the same option like they do in packages, English and French.

11.4.0 -Nov, 2024

SD-45110

Manually Adding Requirements to French Contract Containers Only available in French

Currently on APEXA, contract packages can only be added in the language of the bottom contractor in the contract.

For example, if an advisor is French, only a French agreement / contract package can be added to the contract, and all other parties in the contract will only view the French copy of the agreements irrespective of if they are French or English.

Barrington Wealth is requesting for all contract parties to be able to view agreements in their preferred language.

Allow carrier contracts that expire after 120 days to be closed

Carrier contracts usually expire after 120 days. Typically, the contract needs to be terminated to process a new one. While the system provides various reasons to select, there is no reason to indicate that the contract has expired.

Contracts

SD-46965

12.9.0 -Feb 2025

Contracting -Comments -Ability to Add More Than One Attachment At a Time

12.9.0 -Feb 2025

12.9.0 -Feb 2025

The system allows the user to navigate with the keyboard to perform certain actions. However, it is not possible to do so for some of the functionalities.

Consistency in the way the user can navigate the application.

Comment from Nov 1 2017 Ops meeting: Some screens you can hit enter and others you cannot. Behavior should be consistent

11.2.0, 11.3.0 -Oct, 2023

The system automatically disconnects the user after 25 minutes of inactivity on the screens. This has been implemented for IT security reasons. However, this time seems to be too short for some users who would like to be able to carry out their usual tasks off the system without being disconnected from APEXA.

Saving time, valeur ajoutée, moins d'irritant

Purging Records/Retention Policy-Provide Notification to Billable Party Prior to Purging Records

Some APEXA data has a retention period, and may be archived or deleted when that period has expired. However, partners are not notified when this happens.

SD-51261

Include new search and trigger options for advisors with completed attestations

Currently on APEXA, we do not have a search option to search for advisor that have completed their attestation.





The client has requested for this option to be added in search so they can use it to create triggers

SD-34773

Unmonitored Trigger - Active Advisors Only

On APEXA, search menus are available to help find advisors working with the organization. But the Search/Advisor screen is missing an option to filter advisors whose contract is in a specific state. Example: Active

SD-34774