Compare quotes


Appulate's Compare quotes page contains all quotes that are available on the Quote request page for the current company.

You can add, edit, and delete quotes, as well as send quotes by email. In addition, market users can release quotes, while agency users can share quotes with the insured. You can share or release several quotes at once.

For market users, the Compare quotes page will also indicate if a quote has been declined.

Compare quotes page

Quotes display


Each quote is displayed in a separate column with the following information:

  1. Premium. If it isn't available, Add premium will be displayed instead. Clicking it will open the Quote markup, where you can add the premium and other quote details.
  2. Carrier.
  3. MGA/Wholesaler. The MGA field is read-only. It contains the MGA/Wholesaler that is the closest to the current company in the submission chain, or the one a user has selected when adding a quote. If there's no MGA between the current company and the Carrier, or the MGA is a Carrier, the MGA field will be hidden.
  4. Quote name. Clicking it downloads the quote.
  5. Effective Date and Expiration Date. They correspond to those in the quote's Quote Details. If this information isn't available for a quote, N/A will be displayed. If all displayed quotes don't have effective and expiration dates, this row will be hidden.
  6. The quote's details (for example, limits, deductibles, or the selected payment plan). They will be shown if at least one quote has this information. If a parameter isn't available, N/A will be displayed. If a quote doesn't have any limits or deductibles, will be displayed in place of their value. If their value is 0, $0 will be displayed.

Note: The Compare quotes page only shows the limits used for calculating the premium.

Note: For agents working under a market's URL, the page only displays quotes provided by this market or its submarkets.

Group actions

If you select several quotes by clicking:

  • the Select all checkbox
  • individual quotes' checkboxes (displayed when you hover over quotes)

the page will show group actions you can perform on these quotes.

Group actions differ depending on whether you're from an agency or a market:

Group actions for agencies

Note: Share with Insured won't be shown if all the selected quotes have already been shared with the insured.

Group actions for markets

Note: Release won't be shown if:

  • all the selected quotes have already been released;
  • a selected quote has been declined.

Quote actions

Every quote also has its own menu 2024-03-05_15-01-55 menu with actions:

Quote's menu

The menu becomes visible when you hover over a quote.

Add quote

You can upload a quote by clicking Add quote or dragging-and-dropping a quote onto the page.

This will open the Add quote page with the Upload quote, Quote markup, and Quote details tabs. Once finished, click Save.

Tip: When uploading a quote, you can select either a generated or a custom name.

Adding a quote

On the Add quote page, uploading a quote and selecting a Carrier is required. You can choose from your selected markets (My markets) and available markets, including open brokerage ones (Other markets). 

After you have selected the Carrier, you can optionally select the MGA/Wholesaler. You can choose from the list of companies available for this Carrier.

Since the MGA/Wholesaler options depend on your chosen Carrier, if you select another Carrier, the MGA/Wholesaler will be reset. You'll need to reselect one.


Once you have answered all the required questions and clicked Next on the Upload quote tab, the quote will be saved. You will proceed to the next tabs.

If you upload a quote for a market you have already requested a quote from, this quote will be added to the Compare quotes page and the Quote request page for this market.

If you haven't yet requested a quote from this market, in addition to uploading a quote, this market will be added to your selected markets and the Quote request page.

Moreover, if the MGA/Wholesaler you've selected doesn't have any users on whose behalf a quote could be requested from your chosen Carrier, you'll be asked to add a user for this MGA/Wholesaler in the Add market contact dialog.

You can delete uploaded quotes by clicking delete button (Delete).You'll then need to reupload another quote.

Edit quote

You can edit uploaded quotes using the Update quote button in a quote's menu 2024-03-05_15-01-55 menu.

You can change the information on the Quote markup and Quote details tabs. Once finished, click Save.

editing a quote

Note: You cannot edit quotes generated by market services (instant quotes) and quotes uploaded by another company.

Tip: When uploading a quote, you can select either a generated or a custom name.

Release quote

If you are a market user with the Admin or User role, you can release one or several quotes at once. This feature is unavailable to viewers.

Release quote

To release

  • one quote, click its Release quote button;

  • several quotes at once, select these quotes by clicking their checkboxes and click Release in the group actions.

The workflow is similar to releasing a quote on the Quote request page:

Tip: You can release the quote to a new agency contact. Just type their email in the To field. Fill in the Add contact dialog that appears and click Add. They will be added as an agency viewer.

After you release the quote:

Share with insured

Agency users can share one or several quotes with the insured on the Compare quotes page.

You can only share quotes that haven't been shared yet. This feature isn't available to viewers.

To share

  • one quote, click its Share with Insured button;

  • several quotes at once, select these quotes by clicking their checkboxes and click Share with Insured in the group actions.

Sharing quotes with insured

Sharing a quote on the Compare quotes page is similar to sharing a quote on the Quote request page. You can share a quote, its cover page, and a merged quote and cover page document.

After you share a quote:

  • You'll see a Quote shared with Insured pop-up.
  • The Share with Insured button will change to Shared (inactive).
  • The insured will get an email with a link to the quote on the Insured Portal and the attached quote (and other selected attachments). If you've shared several quotes at once, all will be attached, including their cover pages.

Send by email

You can email

  • one quote by clicking Send by email in this quote's menu;
  • several quotes at once by selecting their checkboxes and clicking Send by email in the group actions.

The process is similar to sending a quote by email on the Quote request page. If you're sending multiple quotes, all will be attached in the Send Quote by Email dialog.

Sending a quote by email

Delete quote

You can delete the quotes uploaded or generated by their company by clicking:

The process is similar to deleting a quote on the Quote request page. You'll just need to confirm the deletion in a dialog.

Deleting a quote

Declined quotes

For market users, the Compare quotes page will display Quote declined if a quote has one of the following statuses:

  • Declined by Market
  • Declined by Producer
  • Declined by Insured

quote declined

Quote declined is shown in place of Release quote (Quote released). This is done to make sure a declined quote isn't released.

If a quote has been released and declined, the Compare quotes page will display Quote declined. If the quote status is restored, the page will show the previous release state.