1. Using Appulate
  2. Working with Insured

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 of handling this insured's RFQs or policies. See also How to share submissions and policies with insured.

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

Insured portal

The Insured Portal consists of several sections:

  • The Quotes section displays all requests for a quote. This is what you see once you log in.
  • The 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 page. There, you can manage your account data and change your password if needed.

Quotes

Quotes tab

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. 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 RFQs 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 Smart Q&A tab.

Note: If the agent updates the markets on their interface, your questionnaire won't be updated in real-time. To see the updated questionnaire, you need to reload the page.

Questionnaire tab

The questionnaire displayed depends on the option you select in the questionnaire selector on the toolbar:

  • If Market questions is selected, the tab will display the questions of the markets added on the Markets Selector. This is the default option.
  • If All questions is selected, the tab will display the selected market's and Appulate's default questionnaires combined.

Required questions are marked with a red asterisk. Their number is also displayed next to a section's name. If you click the Required unanswered only checkbox, the questionnaire will only display the required unanswered questions.

To switch between sections, click their tabs or the Previous and Next buttons located at the bottom of the page. You can switch between sections even if you haven't answered any required questions.

Note: All changes you make are saved automatically. 

Quotes tab

If at least one quote has been shared with you, clicking the associated request for a quote will redirect you to the Quotes tab. There, you can compare the shared quotes to decide which one you would like to request to bind. 

Quotes tab

    If you don't have any shared quotes, clicking the request for a quote's name will redirect you to the Questionnaire tab.

    Each quote is displayed in a separate column with the following information:

    • Premium (if it isn't available, N/A is displayed instead);
    • Carrier;
    • Quote name (clicking it downloads the quote).

    If available, a quote's unique parameters (for example, limits, deductibles, or the selected payment plan) are displayed underneath. If a parameter isn't available, N/A will be displayed. If a quote doesn't have any limits or deductibles, will be displayed in place of their value. If their value is 0, $0 will be displayed.

    Policies

    Policies tab

    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. 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.

    A policy's page

    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;
    • Account, where you can edit your Appulate email signature and change your password.

    Profile page