How to add a policy

In addition to binding a policy in Appulate, you can also add a policy.

Please note that you can only add already existing policies. This is because obtaining a quote and active policy in Appulate requires a different workflow.

This functionality is only intended for keeping record of the insured's policies in Appulate.

You can add a policy on the Create new request for quote or policy tab.

To open this tab for the new insured:

  • Click Create new insured (or Add New) on any of the Insured menu pages.
  • Fill in the insured's information on the Create new insured page. Then, click Create new request for quote or policy.

Create new request for quote or policy tab

To open this tab for the existing insured:

Create new request for quote or policy tab (existing insured)

On the Create new request for quote or policy tab:

  • Under Create, select Policy.
  • Fill in the policy's Insurance Line/Product, Effective Date and Expiration Date, and Carrier

Tip: If the policy is a renewal, select the Renewal checkbox. You can also add optional details such as the policy's substatus or expiring premium.

  • When ready, click Continue to add the policy. You will be redirected to the Policy page.

adding a policy