1. Using Appulate
  2. Working with Insured

How to invite the Insured

An insured user is a person who is specified as an insured contact and joins Appulate by invitation from an agency user, who is in charge of the insured's quote requests or policies. 

The insured join Appulate to fill out the forms, check or edit the entered data, or simply track the status of their quote requests and policies. They do this on the Insured portal, which becomes available to them once they log in to Appulate.

Inviting an insured

Inviting an insured consist of the following steps:

1. The agency user opens the insured's Contacts page and clicks Add New

Note: The agency user can also add an insured contact when sending a request to fill out a form or a questionnaire. The contact they entered in the Add New Insured Contact dialog will appear on the Contacts page. The agency user can then invite the insured by clicking Invite.

Add new button on the Contacts page

2. The Add Contact dialog appears. The agency user fills in the information (the First Name and Last Name fields are required) and clicks Save.

2. the add contact dialog appears

3. The insured contact will appear in a new row on the Contacts page. The agency user then needs to click the Invite icon in the last column to invite the insured to Appulate.

Note: If the agent hasn't indicated the insured's email in the previous step, clicking Invite will open the Please Specify Email First dialog, where the Email field is required.

Invite button

4. Clicking Invite opens the Create Insured Login window. The insured's email is indicated in the To (Recipient) field. The email's body contains login instructions and a link to create a password.

Note: If an insured user with this email is already registered in the system, when they are re-invited the email link will trigger an auto-login (even if another user has been logged in in this browser). If the agent left the Quote request/Policy page open when re-inviting the existing insured user, the link will redirect the user to this quote request/Policy.

5. After receiving the email, the insured creates a password via the provided link and logs in to the system using their email address as their user name. They are then redirected to the Insured portal.