Adding markets and login credentials

Adding markets

1. To add markets (carriers and MGAs) in Appulate, go to Markets > Available and type a market you want to add in the search field (preferably markets you are appointed with).

Available Markets page

2. Once you've found a market to add, click + in the Select column.

Selecting a market

Ready! The selected markets will now appear in the Add markets dialog every time you create an RFQ.

Adding markets on the Markets Selector

Adding credentials

To enter your market credentials, click your name on the top right part of the screen or go to Setup > My profile page.

Scroll to the bottom of the page and enter credentials under Market Logins for each market. You may use a shared or personal login. Click Save if you make any changes.

Note: These actions are available only to admin users.

Adding credentials