---
title: Insured page
description: "This article provides information on the Insured page in Appulate. Appulate's Insured page contains information about the insured. It allows you to: Once you have created an insured, you can visit oth"
---

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# Insured page

This article provides information on the **Insured** page in Appulate.

- [Overview](https://help.appulate.com/en/knowledge/new-insured-page#overview)
- [Creating a new insured](https://help.appulate.com/en/knowledge/new-insured-page#new-insured)
- [Working with an existing insured](https://help.appulate.com/en/knowledge/new-insured-page#existing-insured) 
    - [Editing the insured](https://help.appulate.com/en/knowledge/new-insured-page#edit)
    - [Viewing quote requests and policies](https://help.appulate.com/en/knowledge/new-insured-page#quotes-and-policies)
    - [Managing the insured's record](https://help.appulate.com/en/knowledge/new-insured-page#manage)
    - [Insured contact and Agency](https://help.appulate.com/en/knowledge/new-insured-page#insured-contact-and-agency)
- [Insured pages navigation](https://help.appulate.com/en/knowledge/new-insured-page#navigation)
- [Insured documents](https://help.appulate.com/en/knowledge/new-insured-page#insured-documents)

### Overview

Appulate's **Insured** page contains information about the insured. It allows you to:

- [create a new insured customer](https://help.appulate.com/en/knowledge/new-insured-page#new-insured);
- [view or edit an existing one](https://help.appulate.com/en/knowledge/new-insured-page#existing-insured).

Once you have created an insured, you can [visit other pages](https://help.appulate.com/en/knowledge/new-insured-page#navigation) associated with the insured. You can also add [internal notes](https://help.appulate.com/en/knowledge/notes?hsLang=en#notes-on-insured) when creating a new insured or working with an existing one.

[![Insured page](https://help.appulate.com/hs-fs/hubfs/Insured-Main%20upd%2009-09-24.png?width=670&height=413&name=Insured-Main%20upd%2009-09-24.png)](https://help.appulate.com/hubfs/Insured-Main%20upd%2009-09-24.png?hsLang=en)

### Creating a new insured 

Depending on whether you have an ACORD filled out, you can create a new insured by clicking the buttons:

- **Create new insured** on the **All Insured** page (**Insured** menu);
- **Create new insured from ACORD** on the **All Insured** page (**Insured** menu);
- **Add New** on the **Customers**, **Prospects**, **Former Customers**, **Former Prospects** pages (**Insured** menu);
- **Create new insured** (**Quotes** menu and **Policies** menu);
- **Create new insured from ACORD** (**Quotes** menu and **Policies** menu).

Note: You can also create a new insured via [Uplink](https://help.appulate.com/en/knowledge/creating-submission-from-uplink?hsLang=en).

 

If you click **Create new insured** button,it will open the **Create new insured** page, where you can: 

- Fill in the insured information (required questions are marked with a red asterisk);
- Click **Create insured**.

[![create new insured](https://help.appulate.com/hs-fs/hubfs/6-26-2025%20(18-56-38)-1.gif?width=670&height=325&name=6-26-2025%20(18-56-38)-1.gif)](https://help.appulate.com/hubfs/6-26-2025%20(18-56-38)-1.gif?hsLang=en)  
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 insureds with a similar name. Alternatively, you can continue creating the new insured.

[![Similar name notification](https://help.appulate.com/hs-fs/hubfs/2023-06-13_14-40-31.png?width=400&height=149&name=2023-06-13_14-40-31.png)](https://help.appulate.com/hubfs/2023-06-13_14-40-31.png?hsLang=en)

If you click **Create new insured from ACORD** button, it will open: 

- File browser window for you to navigate to the desired file and select a specific ACORD you wish to upload;
- **Select insurance line** page, where you can select the business line that matches the line in the uploaded ACORD form and hit **Continue.**

After you have created an insured, you can request a new quote or add a policy on the **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](https://help.appulate.com/en/knowledge/new-insured-page#edit);
- [view their quote requests and policies and add new ones](https://help.appulate.com/en/knowledge/new-insured-page#quotes-and-policies);
- [manage the insured's record;](https://help.appulate.com/en/knowledge/new-insured-page#manage)
- [select the insured contact (for agencies) or agency (for markets)](https://help.appulate.com/en/knowledge/new-insured-page#insured-contact-and-agency).

#### Editing the insured

[![Editing the insured](https://help.appulate.com/hs-fs/hubfs/2024-09-09_20-12-04%20editing%20the%20insured.gif?width=670&height=297&name=2024-09-09_20-12-04%20editing%20the%20insured.gif)](https://help.appulate.com/hubfs/2024-09-09_20-12-04%20editing%20the%20insured.gif?hsLang=en)

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

[![Navigating between the insured's quotes and policies](https://help.appulate.com/hs-fs/hubfs/2024-09-09%20navigating%20between%20insureds%20quotes%20and%20policies.gif?width=670&height=314&name=2024-09-09%20navigating%20between%20insureds%20quotes%20and%20policies.gif)](https://help.appulate.com/hubfs/2024-09-09%20navigating%20between%20insureds%20quotes%20and%20policies.gif?hsLang=en)

The **Quotes and policies** section displays all quote requests and policies, created for the insured:

- To open a quote request or a policy, click its card. You will be redirected to the [Quote request page](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) or [Policy page](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en).
- To view expired or canceled quote requests or policies, click **Expired and canceled**.

You can [add a policy](https://help.appulate.com/en/knowledge/how-to-add-a-policy?hsLang=en) or request a new quote by clicking the buttons to the right:

![2023-05-24\_14-14-59](https://help.appulate.com/hs-fs/hubfs/2023-05-24_14-14-59.png?width=250&height=38&name=2023-05-24_14-14-59.png)

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

![2024-07-05\_18-59-56 menu](https://help.appulate.com/hs-fs/hubfs/2024-07-05_18-59-56%20menu.png?width=350&height=230&name=2024-07-05_18-59-56%20menu.png)

To manage the insured's record, click ![2023-08-02\_16-45-46](https://help.appulate.com/hs-fs/hubfs/2023-08-02_16-45-46.png?width=25&height=28&name=2023-08-02_16-45-46.png) 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.
- **Export insured**. Clicking this button opens the [Export page](https://help.appulate.com/en/knowledge/does-appulate-have-integrations?hsLang=en) for exporting this insured's data from Appulate to an agency management system. This button will only appear if your company has the export functionality configured in **Setup** \> **Settings** \> [Agency Management System](https://help.appulate.com/en/knowledge/settings-page?hsLang=en#agency-management-system).
- **Merge insured**. This button won't appear if there are submissions for the insured. 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

![2023-08-02\_15-01-28](https://help.appulate.com/hs-fs/hubfs/2023-08-02_15-01-28.png?width=300&height=225&name=2023-08-02_15-01-28.png)

You can edit the insured contact by clicking ![2023-08-02\_16-58-01](https://help.appulate.com/hs-fs/hubfs/2023-08-02_16-58-01.png?width=25&height=23&name=2023-08-02_16-58-01.png), as well as email them ![2023-08-02\_16-58-09](https://help.appulate.com/hs-fs/hubfs/2023-08-02_16-58-09.png?width=25&height=21&name=2023-08-02_16-58-09.png).

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

- **Agency** for market users

![2023-11-13\_18-10-49](https://help.appulate.com/hs-fs/hubfs/2023-11-13_18-10-49.png?width=450&height=190&name=2023-11-13_18-10-49.png)

If you want to assign another agency to this insured, click ![2023-11-10\_15-48-37](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-48-37.png?width=27&height=28&name=2023-11-10_15-48-37.png) to un-assign the current one and select a new option in the **Assigned agency** field.

If no agency has been assigned, click **Select** and select an option in the **Assigned agency** field. 

Note: The **Agency: Select** section will be hidden if there are no quote requests or policies.

### Insured pages navigation

![2024-09-09 insured navigation](https://help.appulate.com/hs-fs/hubfs/2024-09-09%20insured%20navigation.png?width=350&height=287&name=2024-09-09%20insured%20navigation.png)

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

- [Certificates](https://help.appulate.com/en/knowledge/certificates?hsLang=en): Certificates of insurance for this insured's policies.
- **Contacts**: Contact information of the insured or their representatives.
- [Insured documents](https://help.appulate.com/en/knowledge/new-insured-page#insured-documents): Uploaded documents associated with the insured.
- **Admin**: Internal admin information on an insured customer.
- **Activity log**: All events relating to this insured, their quote requests and policies.

To switch between the **Insured** and **Certificates** tabs, just click their names. To open the other pages, click the menu ![hamburger menu](https://help.appulate.com/hs-fs/hubfs/hamburger%20menu.png?width=20&height=19&name=hamburger%20menu.png) and select a page from the list.

[![Insured navigation](https://help.appulate.com/hs-fs/hubfs/2024-09-09%20insured%20navigation%20-%20gif.gif?width=670&height=301&name=2024-09-09%20insured%20navigation%20-%20gif.gif)](https://help.appulate.com/hubfs/2024-09-09%20insured%20navigation%20-%20gif.gif?hsLang=en)

### Insured documents

You can upload and manage insured-related [documents](https://help.appulate.com/en/knowledge/documents?hsLang=en) on the **Insured documents** page.

[![Insured Documents](https://help.appulate.com/hs-fs/hubfs/Insured-Documents%20upd%2009-24.png?width=670&height=393&name=Insured-Documents%20upd%2009-24.png)](https://help.appulate.com/hubfs/Insured-Documents%20upd%2009-24.png?hsLang=en)

This page is largely similar to the [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) for quote requests and policies. However, documents uploaded on the **Insured documents** page don't automatically get uploaded to the **Documents** pages for this insured's quote requests and policies.

The documents are divided into sections:

- **Forms** ([ACORDs and Supplementals](https://help.appulate.com/en/knowledge/acord-and-supplemental-forms-on-the-forms-tab?hsLang=en));
- **Loss Runs** (except LossRunner, as this functionality is only available on the [Loss Runs page](https://help.appulate.com/en/knowledge/lossrunner?hsLang=en));
- **Quotes** (except for quotes uploaded on the [Quote request page](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en));
- **Policies** (except for policy documents added on the [Documents page](https://help.appulate.com/en/knowledge/new-documents-tab?hsLang=en) for quote requests and policies or the [Policy page](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en#policy-docs));
- **Other Documents** (Other, ExMod Sheet, Notice of Cancellation, Declaration Page, Resume/Bio, SL-2, Statement of Values, D-1 );
- **Emails** (emails you upload to Appulate).

You can upload documents by clicking **Upload files** (**Choose files** if the page is empty) or dragging and dropping them onto the page.

This will open the **Document markup** editor. There, you can provide information about this document: choose its **Type**, edit its **File Name**, and add **Notes**.

[![uploading a document](https://help.appulate.com/hs-fs/hubfs/2024-09-09_20-20-02%20uploading%20a%20documeny.gif?width=670&height=298&name=2024-09-09_20-20-02%20uploading%20a%20documeny.gif)](https://help.appulate.com/hubfs/2024-09-09_20-20-02%20uploading%20a%20documeny.gif?hsLang=en)

To edit the document, click ![Edit button-2](https://help.appulate.com/hs-fs/hubfs/Edit%20button-2.png?width=20&height=21&name=Edit%20button-2.png) (**Edit**). This will open the **Document Markup** editor.

Each document also has a menu ![more actions menu](https://help.appulate.com/hs-fs/hubfs/more%20actions%20menu.png?width=16&height=23&name=more%20actions%20menu.png) with the following actions:

- **Send by email**. Opens the **Send Email** window, from where you can email the document to specified recipients.
- **Move**.Opens the [Move document dialog](https://help.appulate.com/en/knowledge/documents?hsLang=en#moving), using which you can move the document to another insured, quote request, or policy.
- **Delete**. Deletes the document after you confirm it in a dialog.

[![Insured documents actions](https://help.appulate.com/hs-fs/hubfs/2024-09-09%20Insured%20documents%20-%20actions.png?width=670&height=252&name=2024-09-09%20Insured%20documents%20-%20actions.png)](https://help.appulate.com/hubfs/2024-09-09%20Insured%20documents%20-%20actions.png?hsLang=en)

 

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