Canadian SMBs are under-served on group benefits. AdvisorApex identifies, qualifies, and nurtures business owner and HR leads — and books the review call before your competitors do.
Target 5–50 employee businesses — the sweet spot where group benefits are under-served and decision cycles are short.
Business revenue, employee count, current benefits status, and renewal date scored before you pick up the phone.
Separate scripts for business owners and HR leads. Each sees the message that speaks to their priorities.
B2B CASL implied consent for business contacts is handled correctly — every interaction logged and auditable.
From LinkedIn campaigns, referral partners, or HR network — business revenue, employee count, and current benefits status logged at entry.
Employee count, revenue, current carrier status, and renewal timing scored. High-priority businesses surfaced immediately.
Employer-focused messaging highlights cost control, retention, and talent attraction. Each message reviewed by you first.
AI Setter books a 30-minute benefits review call. You walk in with full business context prepared.
Lost or deferred businesses are tracked by renewal date and re-engaged 90 days before their renewal window.
14-day free trial. No charge until day 15.
Start Free TrialAdvisorApex™ · For licensed Canadian insurance advisors only · CASL & PIPEDA compliant