New Insured page

Creating a new insured

You can create a new insured by clicking:

• Create new insured on the All Insured page (Insured menu);
• Add New on the Customers, Prospects, Former Customers, Former Prospects pages (Insured menu);
• Create new insured on all pages of the Quotes and Policies menus.

This will open the Create new insured page:

• Fill in the insured information. Required questions are marked with a red asterisk.
• Click Create insured.

Clicking Cancel will return you to your previous page. In this case, no insured will be created.

If an insured with a similar name already exists, a notification will appear. You can click existing insured to view all insured with a similar name. You can also continue creating this insured.

After you have created an insured, you can request a new quote or add a policy on their Insured page.

Working with an existing insured

To open an insured's page, click their name on the All insured page. On the Insured page, you can:

• edit the insured;
• view their quote requests and policies and add new ones;
• manage the insured's record;
• select the insured contact (for agencies) or agency (for markets).

Editing the insured

To edit the insured's information:

• On the Insured page, click Edit in the Profile section.
• Fill in the Edit insured dialog. Some fields, for example Insured type, cannot be edited.
• Click Save to apply your changes. All changes will be synchronized with the questionnaire.

Viewing quote requests and policies

The Quotes and policies section displays all of the insured's quote requests and policies:

• To open a quote request or a policy, click its card. You will be redirected to the Quote request page or Policy page.
• To view expired or canceled quote requests or policies, click Expired and canceled.

You can add a policy or request a new quote by clicking the buttons to the right:

Clicking Add policy will open the Add policy page, while clicking Request new quote will redirect you to the Create new request page.

Managing the insured's record

To manage the insured's record, click on the Insured page. This will open a list with the following options:

• Copy insured. Clicking this button will redirect you to the insured's copy.

• Merge insured. This button won't appear if the insured has quote requests. Clicking it starts the merging procedure.

• Delete insured. This button's visibility depends on the Who can delete an insured setting. Clicking the button opens the Delete insured confirmation dialog.

Insured contact and Agency

In the top-right corner, the Insured page displays the:

• Insured contact for agency users

You can edit the insured contact by clicking , as well as email them .

You can also select another contact or create a new one. Just click the current contact (or Add insured contact if the contact is missing) and select an option from the list.

• Agency for market users

If you want to assign another agency, click the current one and select an option from the list. If no agency has been assigned, click Select.

Insured pages navigation

In addition to the main Insured page, the insured have a number of associated pages:

• Contacts: Contact information of the insured or their representatives.
• Insured documents: Uploaded documents associated with the insured.
• Export: Export of the insured's data from Appulate to agency management systems. Export functionality is controlled by Agency Management System setting in Setup > Settings.
• Admin: Internal admin information on an insured customer.

To open other pages associated with this insured:

• Click your current page's title;
• Select an option from the list.