Give every advisor on your team the same proven playbook, AI tools, and compliance infrastructure — without managing five different subscriptions or chasing weekly reports.
Give every advisor on your team their own pipeline, leads, and compliance records — with full agency-level visibility.
See every advisor's show rate, close rate, pipeline velocity, and weekly appointment count — in one view.
Deploy the same proven outreach sequences, scripts, and qualifying criteria across your entire team instantly.
Inbound leads auto-route to advisors by province, niche, or capacity. No more manual lead assignment emails.
CASL consent records, do-not-contact flags, and compliance logs tracked for every advisor under your agency.
Onboard your team in one session — each advisor gets their own AdvisorProfile with province licensing and niche settings.
Inbound leads route automatically to the right advisor based on province, niche, and current pipeline load.
Every advisor runs the same proven outreach sequences, qualification criteria, and APEX scripts — consistency at scale.
You see every advisor's pipeline, appointment volume, and compliance status without asking for a weekly report.
Scripts, objection handlers, and training modules are shared across the team and updated centrally in seconds.
Everything your team needs. One subscription.
Founding Member pricing · 14-day free trial
14-day free trial. Dedicated agency onboarding included.
Start 14-Day Free TrialAdvisorApex™ · For licensed Canadian insurance advisors & agencies · CASL & PIPEDA compliant