How to share quotes and policies with insured

This article provides information on how to share submissions and policies with the insured in Appulate.


In Appulate, retail agency users can share quotes and policy information with the insured using the Share with insured button on the Quote request and Policy pages. Agents can also share quotes on the Compare quotes page.

Quotes can also be sent by email

share with insured button

share with insured button for policy

Tip: On the Compare quotes page, you can share one quote with the insured by clicking its Share with Insured button. You can also share several quotes at once: select these quotes and click Share with Insured in the group actions.

Share with insured on the Compare quotes page

The insured will have access to shared quotes on the Insured Portal.

Note: An insured user is a person who is specified as an insured contact and joins Appulate by invitation from an agency user, who is managing the insured's submissions and policies. 

The insured join Appulate to fill out the questionnaire, check or edit the information, or simply track the status of their quote requests and policies on the Insured Portal.

Sharing quotes

Quotes can be sent to the insured to get their signature or approval. There are several ways to achieve this: by sharing a quote, sending a quote by email, or sending a quote to the insured for signature.

Share with insured button

1. To share a quote, click Share with insured on the Quote request page.

sharing a quote with the insured

You can also click Share with Insured (for one or multiple quotes at once) on the Compare quotes page.

Share with insured on the Compare quotes page

2. In the Share with insured dialog, you need to select or add an insured contact and click Continue.

share with insured dialog

The Send link to field will be automatically filled out with the main insured contact if they are specified. If an insured contact is not selected, you need to choose one from the drop-down list. You can also select Add new contact to add a new one: enter their first name, last name, and email address.

The Preview Insured Portal button opens a preview of the Insured Portal as it will appear for the insured.

3. Clicking Continue opens an email you will send to the insured. You can write your own email or use the template.

  • The prefilled To field is read-only.
  • The shared quote and (if available) its cover page are attached. If you're sharing multiple quotes, all will be attached, including their cover pages.

You can also attach a merged quote and cover page document by clicking Add Existing and selecting it in the Quotes and Indications dialog. This document will be displayed if both the cover page and quote have the .pdf format.

  • The More options menu at the bottom contains Read Notify and Delivery Notify.
  • If the insured user is new, the open it in Appulate link will open the Sign up page, then forward them to the Quotes tab of the Insured Portal. For the registered insured, the link will open the Quotes tab right away.

Share quote with insured

3. Once you click Send, the insured will receive your email containing a link to the Insured Portal.

Note: On the Insured Portal, the insured will have access to:

  • Shared quote information;
  • Questionnaire.

Send by email

1. To send a quote by email from the Quote request page, click Send by email in this quote's menu 2024-03-05_15-01-55 menu.

sending a quote by email

You can also send one or multiple quotes on the Compare quotes page.

Send by email on the Compare quotes page

2. Specify the recipient's contact information in the Send Quote by Email window and click Send. You can use the template or write your own email.

Note: Quotes can be emailed to any recipient (insured or other). However, only agency users can email quotes to the insured.

When a quote is sent, the quote status will automatically change to Sent to Insured. The insured will get a Quote Prepared email with the quote (or quotes) attached.

If the insured accepts or declines this quote, you can change its status in Appulate: Accepted by Insured or Declined by Insured.

Screenshot 2020-12-15 at 19.16.41

Information on sending a quote is logged on the Activity page and Activity Log.

Sharing policies

To share a policy, you need to click Share with insured in the upper-right corner of the Policy page.

The Share with insured button opens a dialog where an insured contact should be selected or added.

sharing a policy

Note: On the Insured Portal, the insured will have access to the shared policy information.