--- title: Insured Portal description: This article provides information on Appulate's Insured Portal. 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 --- [Skip to content](https://help.appulate.com/en/knowledge/insured-portal#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) # Insured Portal This article provides information on Appulate's Insured Portal. - [Overview](https://help.appulate.com/en/knowledge/insured-portal#overview) - [Quotes](https://help.appulate.com/en/knowledge/insured-portal#quotes) - [Questionnaire tab](https://help.appulate.com/en/knowledge/insured-portal#questionnaire) - [Quotes tab](https://help.appulate.com/en/knowledge/insured-portal#quotes-tab) - [Policies](https://help.appulate.com/en/knowledge/insured-portal#policies) - [Policy page](https://help.appulate.com/en/knowledge/insured-portal#policy-page) - [My Profile page](https://help.appulate.com/en/knowledge/insured-portal#profile) ### Overview An insured user is a person who is specified as an insured contact and joins Appulate by [invitation from an agency user](https://help.appulate.com/en/knowledge/how-to-invite-and-share-information-with-insured?hsLang=en) who is in charge of handling this insured's quote requests or policies. See also [How to share submissions and policies with insured](https://help.appulate.com/en/knowledge/how-to-share-information-with-insured?hsLang=en). 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. They do this on the **Insured portal**, which becomes available to them once they log in to Appulate. [![insured portal](https://help.appulate.com/hs-fs/hubfs/2024-02-16_14-54-52%20insured%20portal.png?width=688&height=315&name=2024-02-16_14-54-52%20insured%20portal.png)](https://help.appulate.com/hubfs/2024-02-16_14-54-52%20insured%20portal.png?hsLang=en) The **Insured Portal** consists of several sections: - The [Quotes](https://help.appulate.com/en/knowledge/insured-portal#quotes)section displays all requests for a quote. This is what you see once you log in. - The [Policies](https://help.appulate.com/en/knowledge/insured-portal#policies)section displays all policies. - The **Help** section links to the **Contact Us** page. There, you can contact Appulate's support team by filling out a form. - Your name in the top-right corner links to your [profile](https://help.appulate.com/en/knowledge/insured-portal#profile) page. There, you can manage your account data and change your password if needed. ### Quotes [![quotes](https://help.appulate.com/hs-fs/hubfs/2024-02-16_14-56-40%20quotes.gif?width=688&height=323&name=2024-02-16_14-56-40%20quotes.gif)](https://help.appulate.com/hubfs/2024-02-16_14-56-40%20quotes.gif?hsLang=en) Requests for a quote displayed in the **Quotes** section are grouped into current and expired. To view the latter, click **Expired quotes** at the bottom of the section. If there are no expired quotes, this section will be hidden. Each request for a quote is displayed with its insurance line, effective and expiration dates, and [status](https://help.appulate.com/en/knowledge/statuses-in-appulate?hsLang=en). Positive statuses are displayed in green, negative in gray. Records are sorted alphabetically by insurance line. The newest records within the same insurance line are displayed first. You can also find the agency's name as well as the producer and CSR information. Clicking the producer's or CSR's email address allows you to email them. #### Questionnaire tab Clicking the quote requests listed in the **Quotes** section opens them for editing. You will be redirected to a questionnaire that contains the same questions as your agent has on the **Insured** tab. [![questionnaire](https://help.appulate.com/hs-fs/hubfs/2024-02-16_14-58-09%20questionnaire.png?width=688&height=324&name=2024-02-16_14-58-09%20questionnaire.png)](https://help.appulate.com/hubfs/2024-02-16_14-58-09%20questionnaire.png?hsLang=en) You can scroll up the page by clicking ![2024-04-18\_16-36-38 scroll up button](https://help.appulate.com/hs-fs/hubfs/2024-04-18_16-36-38%20scroll%20up%20button.png?width=30&height=24&name=2024-04-18_16-36-38%20scroll%20up%20button.png). Note: All changes you make are saved automatically.  #### Quotes tab If at least one quote, indication, or premium estimate has been [shared](https://help.appulate.com/en/knowledge/how-to-share-information-with-insured?hsLang=en) with you, clicking the associated quote request will redirect you to the **Quotes** tab. There, you can compare the shared entities to decide which one you would like to proceed with.  [![insured portal - quotes tab](https://help.appulate.com/hs-fs/hubfs/2024-07-15_19-06-54%20insured%20portal%20-%20quotes.png?width=688&height=501&name=2024-07-15_19-06-54%20insured%20portal%20-%20quotes.png)](https://help.appulate.com/hubfs/2024-07-15_19-06-54%20insured%20portal%20-%20quotes.png?hsLang=en) If you don't have any shared quotes, indications, or premium estimates, clicking a quote request's name will redirect you to the [Questionnaire](https://help.appulate.com/en/knowledge/insured-portal#questionnaire) tab. Each quote, indication, and premium estimate is displayed in a separate column with the following information: - Premium (if it isn't available, **N/A** is displayed instead); - Carrier; - Entity's name (if a document is available, clicking the name will download it); - Effective Date and Expiration Date. They correspond to those in the [Quote Details](https://help.appulate.com/en/knowledge/quotes?hsLang=en#quote-details). If this information isn't available, **N/A** will be displayed. If all displayed entities don't have effective and expiration dates, this row will be hidden. - The quote details (for example, limits, deductibles, or the selected payment plan). They will be shown if at least one entity has this information. If a value isn't available, **N/A** will be displayed. If an entity doesn't have any limits or deductibles, **—** will be displayed in place of their value. If their value is 0, **$0** will be displayed. Note: The **Quotes** tab only shows the limits used for calculating the premium. ### Policies [![policies](https://help.appulate.com/hs-fs/hubfs/2024-02-16_15-00-23%20policie.png?width=688&height=201&name=2024-02-16_15-00-23%20policie.png)](https://help.appulate.com/hubfs/2024-02-16_15-00-23%20policie.png?hsLang=en) Policies displayed in the **Policies** section are grouped into current and expired. To view the latter, click **Expired policies** at the bottom of the section. If there are no expired policies, this section will be hidden. Each policy is displayed with its insurance line, effective and expiration dates, and [status](https://help.appulate.com/en/knowledge/statuses-in-appulate?hsLang=en). Positive statuses are displayed in green, negative in gray. Records are sorted alphabetically by insurance line. The newest records within the same insurance line are displayed first. The **Policies** section also displays the agency's name, as well as the producer and CSR information. Clicking the producer's or CSR's email address allows you to send them an email. #### Policy page A policy's page opens when you click its name in the **Policy** section. [![policy](https://help.appulate.com/hs-fs/hubfs/2024-02-16_15-01-16%20policy.png?width=688&height=371&name=2024-02-16_15-01-16%20policy.png)](https://help.appulate.com/hubfs/2024-02-16_15-01-16%20policy.png?hsLang=en) The page displays: - the policy's effective and expiration dates in the header. - the policy's **Status**, **Carrier**, **Policy number**, and **Premium**, as well as agency information,in the **Policy** section. You can contact the Producer or CSR by clicking their email. This section will also mention if this policy is a renewal. - policy documents in the **Policy docs** section. You can download a document by clicking its name. All documents, except policy forms, are displayed with their uploader and date of uploading. - policy's coverages, limits, deductibles, and other related information in the **Policy details** section. ### My Profile page This page contains your account information. It has two sections: - **General**, where you can edit your personal and contact information; - **Email notifications**, where you can subscribe and unsubscribe from [workflow notifications](https://help.appulate.com/en/knowledge/general-information?hsLang=en); - **Account**, where you can edit your Appulate email signature and change your password. ![My Profile](https://help.appulate.com/hs-fs/hubfs/My-Profile%20(14).png?width=688&height=435&name=My-Profile%20(14).png)   - [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.