--- title: How to invite the Insured description: 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 --- [Skip to content](https://help.appulate.com/en/knowledge/how-to-invite-and-share-information-with-insured#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. [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en) 3. [Working with Insured](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#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 in charge of this insured's quote requests or policies. The insured join Appulate to fill out forms, check or edit entered data, or simply track the status of their quote requests and policies. They do this on the [Insured portal](https://help.appulate.com/en/knowledge/insured-portal?hsLang=en), which becomes available to them once they log in to Appulate. ### Inviting an insured To invite an insured, follow these steps: 1\. [Open](https://help.appulate.com/en/knowledge/new-insured-page?hsLang=en#navigation) the insured's **Contacts** page and click **Add New**. [![Add new](https://help.appulate.com/hs-fs/hubfs/2024-09-09_20-23-32%20add%20new.png?width=688&height=141&name=2024-09-09_20-23-32%20add%20new.png)](https://help.appulate.com/hubfs/2024-09-09_20-23-32%20add%20new.png?hsLang=en) Note: You can also add an insured contact when [sending a request to fill out a form](https://help.appulate.com/en/knowledge/sending-form-to-complete?hsLang=en) or a [questionnaire](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete?hsLang=en). The contact you enter in the **Add New Insured Contact** dialog will appear on the **Contacts** page. You can then invite the insured by clicking **Invite**. 2\. In the **Add insured contact** dialog, fill in the information and click **Save**. The **Name** and **Last name** fields are required. ![2023-07-25\_15-24-31](https://help.appulate.com/hs-fs/hubfs/2023-07-25_15-24-31.png?width=350&height=581&name=2023-07-25_15-24-31.png) 3\. The insured contact will appear in a new row on the **Contacts** page. You then need to click ![2023-07-25\_16-04-13](https://help.appulate.com/hs-fs/hubfs/2023-07-25_16-04-13.png?width=25&height=28&name=2023-07-25_16-04-13.png) **Invite** in the last column to invite this insured contact to Appulate. [![Invite insured](https://help.appulate.com/hs-fs/hubfs/2024-09-09_20-24-59%20Invite%20insured.png?width=688&height=155&name=2024-09-09_20-24-59%20Invite%20insured.png)](https://help.appulate.com/hubfs/2024-09-09_20-24-59%20Invite%20insured.png?hsLang=en) If you haven't indicated the insured's email in the previous step, clicking **Invite** will open the **Edit insured contact** dialog. It will only contain the required **Name**, **Last name**, and **Email** fields. ![2023-11-01\_16-08-51 edit insured contact](https://help.appulate.com/hs-fs/hubfs/2023-11-01_16-08-51%20edit%20insured%20contact.png?width=400&height=282&name=2023-11-01_16-08-51%20edit%20insured%20contact.png) 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. [![Create Insured Login window](https://help.appulate.com/hs-fs/hubfs/2023-07-25_16-34-05.png?width=688&height=486&name=2023-07-25_16-34-05.png)](https://help.appulate.com/hubfs/2023-07-25_16-34-05.png?hsLang=en) 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](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) or [Policy page](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en) open when re-inviting the existing insured user, the link will redirect the user to this quote request or policy. 5\. After receiving the email, the insured needs to create a password via the provided link. They can then log in to the system using their email address as their username. They will be redirected to the [Insured portal](https://help.appulate.com/en/knowledge/insured-portal?hsLang=en). - [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.