1. Using Appulate
  2. Working with Insured

How to share quotes with insured

Quotes can be sent to the Insured to get their signature or approval. There are two ways to achieve this: to send a quote by email or to send a quote to the Insured for signature.

Sending by email

To send a quote, click the Send by Email button in the Action column in the quote row.

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

The sender should specify the recipient's contact information in the Send Quote by Email window and click Send.

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 attached.

Note: If the quote's status is Sent to Insured or Accepted by Insured, the insured will have access to the quote information (and document) on the Insured Portal.

If the insured accepts or declines this quote, the status can also be changed in Appulate: Accepted by Insured or Declined by Insured.

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