Appointment

Appointment formalizes business relations between an agency (MGA) and a market.

Some markets require agencies and MGAs to be appointed with them to conduct business. If not appointed, their scope of actions in Appulate might be limited: they will not be allowed to request the market to bind a policy or bind a policy on behalf of this market.

Appointment types

To get appointed with a market, an agency (MGA) has to provide a set of documents which is requested by each market individually and may vary.

Note: You can only get appointed with a selected market. For more information, see Adding markets and login credentials.

Appulate supports two appointment types:

complex appointment requires users to provide all the necessary documents to request an appointment, which the market can accept or reject. This type is enabled by market users in the Settings.
simple appointment allows users to set an appointment with a selected market without its permission. This is the default appointment type. It implies that this agency (MGA) got appointed with this market before joining Appulate.

Appointment takes place on an agency's and market's Appointment tab. The agency and market users involved in the appointment procedure will get email notifications.

The steps below walk you through the complex and simple workflows as an agency (MGA) user requesting an appointment.

Note: For information on an appointing market's workflow, see Managing your agencies in Appulate.

Complex appointment workflow

1. Go to the Appointment tab of the market you want to be appointed with.

To do this, click the market's name in the Name column on the Markets > Selected page, which will open its page. Then, click the Appointment tab.

2. On the Appointment tab, upload the documents required for an appointment with this market by clicking Upload files.

Note: You will not be able to request an appointment until all the documents are uploaded. The dynamic note at the bottom of the page informs you which documents are left for you to upload.

Uploading a document opens the Document Markup dialog, which allows you to choose the document type and leave notes. Click Save changes when ready.
You can edit or delete an uploaded document by clicking the respective icons in the Actions column.

You may need to sign some documents, as is the case with the Appointment Agreement above. Click the Sign icon in the Actions column to do it.
This will open the Sign Document dialog. The pointers there will guide you to places where you need to add your electronic signature. Click Finalize when ready. This button will be disabled until you have signed all places required.

Note: You won't be able to edit a document once it is signed. The Sign icon will be disabled. Click the arrow next to the document's name to see its status and relevant information (when and by whom it has been signed).

3. Once you have uploaded all the documents, click Request appointment on the Appointment tab.

Your appointment status will change to Pending request.
You can cancel your request by clicking the Cancel request button at the bottom of the page.

4. If the market accepts your request:

you will get an email notification;
your status will change to Appointed.

You can cancel your appointment by clicking the Cancel appointment button at the bottom of the page.

If the market rejects your request:

your appointment status changes back to Not appointed;
you are sent an email notification;
the Appointment Agreement gets unfilled and unsigned and is hidden from the market.

You can fill out and sign the Appointment Agreement one more time to repeat your request.

Simple appointment workflow

1. Go to the Appointment tab of the market you want to be appointed with.

To do this, click the market's name in the Name column on the Markets > Selected page, which will open its page. Then, click the Appointment tab.

2. On the Appointment tab, click Mark as appointed to set the appointment. As indicated by the note at the bottom of the page, marking the market as appointed only pertains to Appulate.

3. Your status will change to Appointed. You can revoke your appointment by clicking Mark as non-appointed at the bottom of the page.