Homeowners are the highest-converting life insurance prospect. AdvisorApex captures them at the right moment, nurtures them through the education phase, and books the appointment — CASL compliant.
Capture leads at the moment of mortgage renewal, home purchase, or rate refinance — the highest-intent window.
Mortgage amount, renewal date, family status, and health candidacy scored before you invest time in the conversation.
Set it and forget it — AdvisorApex tracks renewal dates and triggers a re-engagement sequence at the right time.
Every message is pre-reviewed by you before it sends. Consent is captured, logged, and auditable.
From landing page, referral partner, or your real estate network — mortgage amount and renewal date captured at entry.
Mortgage balance, income, dependents, and health candidacy determine priority score before you open the file.
Personalized coverage-gap analysis email sequence runs — you review and approve each message.
Prospect responds, AI qualifies and books. You walk into the call with the full mortgage scenario prepared.
Leads not ready today are tracked by renewal date and re-engaged 6–8 weeks before their next renewal window.
14-day free trial. No charge until day 15.
Start Free TrialAdvisorApex™ · For licensed Canadian insurance advisors only · CASL & PIPEDA compliant