Working with markets

Question: Which markets supporting eSubmission and Appulate Weblink™ are available?

Answer: Markets partnered up with Appulate are listed on the Submission Matrix page. There you will find out which submission types these markets use for their insurance lines.

 

Question: I see that not all markets I work with are available for eSubmission and Appulate Weblink™. How can I add more?

Answer: Appulate allows you to make submissions to all markets we are partnered up with using all available submission types. If you do not find any of your markets or they do not use a submission type you expect to see in Appulate, you can refer your market's representative to us or contact us at sales@appulate.com.

 

Question: How do I add and remove markets in Appulate?

Answer: To add a market, click "Available" on the "Markets" menu, find the market you want to work with, and then click the "plus" button in the "Select" column. This market will appear in the list of markets available for submission.

To take a market out and stop working with it in Appulate, click "Selected" on the "Markets" menu, find the market you no longer want to work with, and then click the respective "minus" button in the "Unselect" column. You can always add this market back if you change your mind.

 

Question: How do I enter my Agency Code for markets?

Answer: Click "Selected" on the "Markets" menu, click the market you want to enter your Agency Code for, and then open the "Settings" tab on the left. After you have specified the code under "Agency Code", click the "Save" button.

 

Question: Do I have to enter my credentials for my carriers' websites to use eSubmission and Appulate Weblink™?

Answer: Yes, and you can enter or modify your credentials for these markets in one of the following points:

  • "My Profile" page: click "My Profile" on the "Setup" menu and find the markets under "Market Logins".
  • Market's page: click "Selected" on the "Markets" menu, click the market you want to enter your credentials for, and then open the "Settings" tab on the left (see under "Agency Submission Login").
  • List of markets to submit: click to create a new request for quote or open an existing one and then click the "Options" button in the market's row (the "Actions" column) - see the "Options" dialog box.