---
title: Appointment
description: This article provides information on the appointment workflow in Appulate. Appointment formalizes business relations between an agency (MGA) and a market. Some markets require agencies and MGAs to be
---

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# Appointment

This article provides information on the appointment workflow in Appulate.

- [Overview](https://help.appulate.com/en/knowledge/appointment#overview)
- [Appointment types](https://help.appulate.com/en/knowledge/appointment#types) 
    - [Complex appointment workflow](https://help.appulate.com/en/knowledge/appointment#complex)
    - [Simple appointment workflow](https://help.appulate.com/en/knowledge/appointment#simple)

### Overview

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](https://help.appulate.com/en/knowledge/policy-binding?hsLang=en) or bind a policy on behalf of this market. Requesting a quote might also be limited.

### 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](https://help.appulate.com/en/knowledge/adding-markets-and-login-credentials?hsLang=en).

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 configured by the market in the [Settings](https://help.appulate.com/en/knowledge/settings-page?hsLang=en).
- **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. However, if

- a market uses the [Appulate submission type](https://help.appulate.com/en/knowledge/submission-types?hsLang=en) and complex appointment
- your company's status with this market is **Not appointed** or **Pending request**

when your company attempts to **Continue submission**, [Request to bind or Bind](https://help.appulate.com/en/knowledge/policy-binding?hsLang=en) a policy with this market, the [Quote Smart Q&A](https://help.appulate.com/en/knowledge/market-smart-qa-dialog?hsLang=en#appointment) with the market's embedded **Appointment** tab will open. Its functionality is identical to the **Appointment** tab. You can request an appointment then and there.

The agency and market users involved in the appointment procedure will get [email notifications](https://help.appulate.com/en/knowledge/appointment-notifications?hsLang=en).

The steps below walk you through the [complex](https://help.appulate.com/en/knowledge/appointment#complex) and [simple](https://help.appulate.com/en/knowledge/appointment#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](https://help.appulate.com/en/knowledge/managing-your-agencies-in-appulate?hsLang=en).

#### 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.

[![selecting a market for appointment](https://help.appulate.com/hs-fs/hubfs/2024-02-13_17-46-18%20selecting%20a%20market%20for%20appointment.png?width=688&height=323&name=2024-02-13_17-46-18%20selecting%20a%20market%20for%20appointment.png)](https://help.appulate.com/hubfs/2024-02-13_17-46-18%20selecting%20a%20market%20for%20appointment.png?hsLang=en)

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 top  of the page informs you which documents you've yet to upload.

[![Requesting appointment with document requirements](https://help.appulate.com/hs-fs/hubfs/Requesting%20appointment%20with%20document%20requirements.png?width=688&height=493&name=Requesting%20appointment%20with%20document%20requirements.png)](https://help.appulate.com/hubfs/Requesting%20appointment%20with%20document%20requirements.png?hsLang=en)

- Uploading a document opens the **Document Markup** dialog, which allows you to choose the [document type](https://help.appulate.com/en/knowledge/documents?hsLang=en) and leave notes. Click **Save changes** when ready.
- You can edit ![edit icon-1](https://help.appulate.com/hs-fs/hubfs/edit%20icon-1.png?width=25&height=29&name=edit%20icon-1.png) or delete ![delete button-1](https://help.appulate.com/hs-fs/hubfs/delete%20button-1.png?width=25&height=28&name=delete%20button-1.png) an uploaded document.

[![document markup dialog](https://help.appulate.com/hs-fs/hubfs/doc%20markup.png?width=688&name=doc%20markup.png)](https://help.appulate.com/hubfs/doc%20markup.png?hsLang=en)

- You may need to sign some documents, as is the case with the Appointment Agreement [above](https://help.appulate.com/en/knowledge/appointment#appointment_tab). Click the **Sign** button 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](https://help.appulate.com/en/knowledge/esignature?hsLang=en). Click **Finalize** when ready. This button will be disabled until you have signed all the required places.

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

[![sign document dialog](https://help.appulate.com/hs-fs/hubfs/esignature%20(2).png?width=688&name=esignature%20(2).png)](https://help.appulate.com/hubfs/esignature%20(2).png?hsLang=en)

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.

[![Pending request](https://help.appulate.com/hs-fs/hubfs/Appulate-Appointment%20(4)%20complex%20appt%2c%20pending%20request%2c%20agency%20side.png?width=688&height=307&name=Appulate-Appointment%20(4)%20complex%20appt%2c%20pending%20request%2c%20agency%20side.png)](https://help.appulate.com/hubfs/Appulate-Appointment%20(4)%20complex%20appt%2c%20pending%20request%2c%20agency%20side.png?hsLang=en)

4\. If the market accepts your request:

- you will get an [email notification;](https://help.appulate.com/en/knowledge/appointment-notifications?hsLang=en)
- your status will change to **Appointed**.

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

[![Appointed](https://help.appulate.com/hs-fs/hubfs/Appulate-Appointment%20(4)%20complex%20appt%2c%20appointed%2c%20agency%20side.png?width=688&height=347&name=Appulate-Appointment%20(4)%20complex%20appt%2c%20appointed%2c%20agency%20side.png)](https://help.appulate.com/hubfs/Appulate-Appointment%20(4)%20complex%20appt%2c%20appointed%2c%20agency%20side.png?hsLang=en)

If the market rejects your request:

- your appointment status changes back to **Not appointed**;
- you are sent an [email notification](https://help.appulate.com/en/knowledge/appointment-notifications?hsLang=en);
- 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.

[![selecting a market for appointment](https://help.appulate.com/hs-fs/hubfs/2024-02-13_17-47-38%20selecting%20a%20market%20for%20appointment.png?width=688&height=323&name=2024-02-13_17-47-38%20selecting%20a%20market%20for%20appointment.png)](https://help.appulate.com/hubfs/2024-02-13_17-47-38%20selecting%20a%20market%20for%20appointment.png?hsLang=en)

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

[![Simple appointment](https://help.appulate.com/hs-fs/hubfs/Simple%20appointment.png?width=688&height=331&name=Simple%20appointment.png)](https://help.appulate.com/hubfs/Simple%20appointment.png?hsLang=en)

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

[![Mark as non-appointed](https://help.appulate.com/hs-fs/hubfs/Mark%20as%20non-appointed.png?width=688&height=320&name=Mark%20as%20non-appointed.png)](https://help.appulate.com/hubfs/Mark%20as%20non-appointed.png?hsLang=en)

 

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