--- title: Appulate InsuredConnect description: Appulate InsuredConnect provides integration with agents' websites to obtain information directly from the Insured. --- [Skip to content](https://help.appulate.com/en/knowledge/appulate-insured-connect#main-content) English Show submenu for translations ![appulatelogo-1.svg\]](https://help.appulate.com/hubfs/appulatelogo-1.svg) - [Appulate](https://appulate.com/?browse) Open main navigation Close main navigation - [Appulate](https://appulate.com/?browse) - English Show submenu for translations - [appulate.com](https://appulate.com/) [appulate.com](https://appulate.com/) Get help from Appulate team - There are no suggestions because the search field is empty. 1. [Help](https://help.appulate.com/en/knowledge?hsLang=en) 2. [New features](https://help.appulate.com/en/knowledge/new-features?hsLang=en) # Appulate InsuredConnect This short [video](https://youtu.be/yqSnZQ-V52w?si=07CMUoySIN3-VmY_) will walk you through using Appulate InsuredConnect feature.  Appulate InsuredConnect provides integration with agents' websites to obtain information directly from the Insured. A potential insured will fill out a form and questionnaire and send it to their agent in Appulate. InsuredConnect reduces the duplicate work and saves time by allowing the Insured to provide all the necessary information right in Appulate. Agents don't have to rekey this information and can request a quote or calculate a premium in just a few minutes. Appulate InsuredConnect is included in [ProducerConnect Premium](https://help.appulate.com/en/knowledge/producerconnect?hsLang=en) and requires simple custom configuration. If you are an existing premium customer, please contact [support@appulate.com](mailto:support@appulate.com) for more information on getting started.  If you want to use this new feature and upgrade your account to [ProducerConnect Premium](https://help.appulate.com/en/knowledge/producerconnect?hsLang=en), please contact us at [sales@appulate.com](mailto:sales@appulate.com) for details and getting in touch. ### Main steps 1\. An insured clicks **Get quote** on the agent's website. ![2023-11-08\_15-34-33](https://help.appulate.com/hs-fs/hubfs/2023-11-08_15-34-33.jpg?width=688&height=379&name=2023-11-08_15-34-33.jpg) 2\. They are redirected to an Appulate form with the insured information. On this and subsequent InsuredConnect pages, the agency's logo (if provided in [Settings](https://help.appulate.com/en/knowledge/settings-page?hsLang=en#appearance)) and information (name, [primary address](https://help.appulate.com/en/knowledge/how-to-change-your-companys-address?hsLang=en#primary-location), phone) are displayed at the top. [![InsuredConnect questionnaire](https://help.appulate.com/hs-fs/hubfs/2024-09-11%20insuredconnect%20-%20step%201.png?width=688&height=393&name=2024-09-11%20insuredconnect%20-%20step%201.png)](https://help.appulate.com/hubfs/2024-09-11%20insuredconnect%20-%20step%201.png?hsLang=en) 3\. On the next page, the insured will see a questionnaire with standard questions for the selected line of business. [![InsuredConnect questionnaire](https://help.appulate.com/hs-fs/hubfs/2024-09-11_17-08-29%20IC%20step%202.png?width=688&height=382&name=2024-09-11_17-08-29%20IC%20step%202.png)](https://help.appulate.com/hubfs/2024-09-11_17-08-29%20IC%20step%202.png?hsLang=en) You can scroll up the page by clicking ![2024-04-18\_16-36-38 scroll up button](https://help.appulate.com/hs-fs/hubfs/2024-04-18_16-36-38%20scroll%20up%20button.png?width=30&height=24&name=2024-04-18_16-36-38%20scroll%20up%20button.png). 4\. Clicking **Next** in the questionnaire opens a page for leaving notes or questions for the agent. This step isn't required. Users can return to the questionnaire by clicking **Back**. [![InsuredConnect - notes](https://help.appulate.com/hs-fs/hubfs/2024-09-11_17-09-12%20IC%20step%203.png?width=688&height=319&name=2024-09-11_17-09-12%20IC%20step%203.png)](https://help.appulate.com/hubfs/2024-09-11_17-09-12%20IC%20step%203.png?hsLang=en) When the insured clicks **Complete & send**, this information will be sent to their agent in Appulate. 5\. The agent will get an email with a link to a new quote request with information from the Insured (including any notes, if they have been provided). In addition, a new insured contact will be added to their agency.  ![image (16)](https://help.appulate.com/hs-fs/hubfs/image%20(16).png?width=500&height=309&name=image%20(16).png)  Now the agent can review information and work with a new prospect in Appulate.     - [Getting started](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#main-content) - [How to start](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#how-to-start) - [For agencies](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#for-agencies) - [Submissions & Quotes](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#submissions-quotes) - [Users](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#users) - [Company settings](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#company-settings) - [Additional information](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#additional-information) - [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-content) - [Appulate functionality](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#appulate-functionality) - [Main pages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-pages) - [Questionnaire & Forms](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#questionnaire-forms) - [Submissions & policies](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#submissions-policies) - [For MGAs and carriers](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-mgas-and-carriers) - [For agents](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-agents) - [Working with Insured](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#working-with-insured) - [Email Notifications](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#email-notifications) - [Notes and messages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#notes-and-messages) - [Tools & integrations](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#main-content) - [Uplink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#uplink) - [Weblink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#weblink) - [AMS](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#ams) - [FAQ & troubleshooting](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#main-content) - [FAQ](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#faq) - [New features](https://help.appulate.com/en/knowledge/new-features?hsLang=en) - [AppulateConnect](https://help.appulate.com/en/knowledge/appulateconnect?hsLang=en) - [Appulate](https://appulate.com/?browse) [![Appulate Logo](https://help.appulate.com/hubfs/Blog%20SVG-1.svg "Appulate Logo")](https://blog.appulate.com/?hsLang=en) Copyright © 2026, Appulate Inc.