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The operating system for insurance distribution.

Calling, the queue, vendor data and every agency you run — in one platform built for life insurance.

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The stack problem

Your team runs on too many tools and a spreadsheet.

CRM, dialer, texting, course portals, exam portals, licensing sheets, reports. Apex replaces them with one record per person.

CRMDialerTexting toolCourse portalsExam portalsLicensing sheetsReport builderThe spreadsheet
Apex: one record per person
All-in-one operations

Retire the stack.

Apex keeps one record for every person you work with: their calls, texts, notes, coursework, exams, licensing status and the agency they belong to. Your team works from that record instead of copying between tools.

  • Your tables, your columns, your rules — configured, not coded. No code release.
  • Reports are built from configuration. A new view shows on the next load, with no deploy.
  • Drop in a roster or hire list as CSV or Excel. Apex recognises the sheet by its headers and maps it for you.
  • Duplicates are found by phone, email and name, and merged field by field.
Calling and queue

The next call is already up.

Priority order, legal hours, the right rep — decided before your rep asks. Apex serves the next task only when the contact's local time allows it, and only to the rep who owns that contact. Before it serves a task, it checks the task still matters.

  • Calling hours follow the contact's own time zone. State rules can make the window stricter, never looser.
  • An inbound text or missed call becomes a follow-up task — unless a teammate already has that thread open.
  • A phone system in the browser: hold, mute, transfer, voicemail and live transcripts. Supervisors can listen, whisper or barge.
  • Work follows your people. When a rep is out, their contacts and tasks move to covering reps, then move back.
  • Quality you can score: random samples of calls and texts per rep, scored on a configurable rubric.
  • SMS compliance: blocked-send log, STOP opt-outs and daily volume.
Vendor data automation

Your vendors' data, working for you.

Apex connects to pre-licensing course providers and exam providers by API, or takes their export files when there is no API. Each record finds its person and lands under the right agency. When a status changes, the rules you set file the right task for the right rep.

  • The right person, even when the vendor spells the name differently. Unclear matches go to review.
  • Your edits win. When a vendor disagrees with your team, Apex asks: Accept or Keep mine. You set the policy per vendor and per field.
  • Each record lands under the agency it came through, and follows the newest real activity.
  • Damaged exports still load. Encoding and Excel date damage are repaired and reported.
  • Status changes become work: the rules you set create, update or close tasks.
  • Licensing status, exam attempts and state fees sit on the card your rep calls from.
Carrier-grade multi-tenant

Run every agency. Show each one only its own.

Your agencies sit in a hierarchy — brands, regions, agencies, sub-agencies. Each agency owner signs in to a portal that shows their agents, their activity, their reports and their conversations, and nothing else. Every tenant's data lives in its own database.

  • Field by field: hidden, read-only or editable. Set it at the top and let it flow down.
  • Lock the report tabs that must match. Each agency can keep its own copy of the rest.
  • Send reports on a schedule to people inside or outside your company.
  • Your vocabulary: call your orgs what you call them, and name the portal yours.

Specifics, not adjectives.

Holds every call until the calling window opens in the contact's own time zone.
A vendor never quietly overwrites your team's edits.
One text to a shared number makes one task.
When a rep is out, their people move — and come back.

Built for carriers. Built for agencies.

For carrier distribution leaders

See every agency. Control what each one sees.

One tenant for your whole field. Every agency in a hierarchy, vendor feeds under the right agency, and a portal for each agency that you control field by field.

For agency owners

Your carrier on Apex? Your portal is ready.

See your agents, your activity and your reports — only yours.

See Apex run on your process.

Tell us about your agencies, your vendors and your team.

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