For life insurance advisors, wealth professionals, and growing agencies. AdvisorApex generates, qualifies, nurtures, books, and follows up on every lead — so you stop missing opportunities and get a 24/7 AI growth team working in your corner.
Credit card required · no charge for 14 days·CASL & PIPEDA compliant·Cancel anytime before day 14 — never billed
One dashboard to run your entire advisory practice — leads, pipeline, compliance, AI agents, and analytics in a single view.
Six integrated modules — each one built to move a lead one step closer to a booked appointment and a closed case.
Full pipeline from New Lead to Placed In Force. 10 stages, lead scoring, CASL tracking, and audit logs — built for how Canadian advisors actually work.
Core PlatformReceptionist, Setter, Follow-Up Specialist, Reactivation, Referral, Marketing, and more agents work in the background 24/7. Every action awaits your approval before reaching a client.
AI-PoweredCASL consent tracking, PIPEDA data residency in Canada, province licensing gate, advisor E&O fields, and full disclosure audit trail.
CASL · PIPEDA4-touch no-show prevention: value message, 24h reminder, 3h nudge, and 30m SMS — all drafted by AI and released only after your approval.
No-Show Prevention0–100 composite score across qualification, intent, and financial axes. Province licensing check hard-disqualifies out-of-territory leads automatically.
APEX ScoringShow rates, close rates, pipeline velocity by stage, source ROI, and weekly advisor performance summaries — all your numbers in one view.
Growth InsightsClick any tab to see how each module moves a lead through your pipeline.
10 stages, lead scoring, CASL tracking and audit logs — built for how Canadian advisors actually work. Every lead, every conversation, every stage in one view.
From the first ad click to a placed policy — AdvisorApex tracks, automates, and optimizes every step.
Build a consistent lead pipeline from multiple sources — paid ads, landing pages, website forms, referrals, and AI-powered chat.
Generic CRMs were built for salespeople. AdvisorApex was built for licensed Canadian insurance and wealth advisors from day one.
Manage leads, appointments, conversations, and follow-up from your office, laptop, or mobile device. AdvisorApex is fully responsive so your practice keeps running wherever you are.
Every lead moves through four clear phases. APEX gives you a system — not just a tool — so no opportunity falls through the cracks.
Capture leads from paid ads, landing pages, website forms, and referrals — and have them enter your pipeline automatically.
AI scoring engine filters every lead before your time is spent — province check, income, urgency, and intent.
Canadian-specific scripts, objection handlers, and CASL-compliant nurture sequences that convert.
Book, confirm, show up, close the application, and generate referrals — the full cycle, systematised.
All plans include a 14-day free trial. Credit card required — no charge until day 15. Cancel before day 14 and you will never be billed. No hidden fees, no per-lead charges.
⭐ Founding Member Pricing — First 100 Advisors Keep These Rates For Life
Lock in founding pricing forever — future price increases apply only to new customers. Founding Members keep their pricing for life.
For advisors getting started with systematic lead management and follow-up.
For growing advisors running the full lead-to-appointment workflow.
For team leads, agencies, MGAs, and growing advisor organizations.
All prices in CAD. 14-day free trial on all plans. Credit card required — no charge until day 15. Cancel before day 14, never billed.
No borrowed testimonials, no invented numbers. AdvisorApex is built and used daily by a licensed Canadian advisor in his own practice — every feature exists because a real advisor needed it.
Everything you need to know before getting started.
Built in Canada for Canadian advisors. Data never leaves ca-central-1. CASL compliance is core, not an afterthought.
Advisor-grade security with structured consent records, encrypted storage, and complete audit trails on every action.
CASL consent tracked on every lead. Outbound sends blocked for non-consented contacts. Province licensing gate built in.
Scales from a solo advisor practice to a multi-seat agency. Same platform, same data, no migration required.
Every feature was designed for how Canadian insurance and wealth advisors actually work — not adapted from a generic sales tool.
First 100 advisors keep their rate for life. We grow together — your pricing never changes as we add features.
Stop losing leads to slow follow-up and forgotten inboxes. AdvisorApex works around the clock to capture, qualify, nurture, and book — so every opportunity reaches you at the right moment. Your first 14 days are free.
Credit card required · no charge for 14 days·Setup in under 5 minutes·Cancel before day 14 — never billed