Quote request page

We’ve redesigned Appulate's main page for requesting quotes.

Forms, Loss Runs, Documents, and other relevant information can be found on separate pages. Each page also contains this quote request's summary at the top.

The interface and navigation are now smoother and structured better.

Navigating between pages

The Quote request page has:

a navigation bar at the top with the insured's type ( Commercial or Person) and name, the quote request's insurance line, changeable effective date, and record status. Clicking the insured's name will open the Insured page;
pinned tabs (Insured, Quote request, Compare quotes) you can switch between by clicking their names;
a menu that opens a list of all pages related to this quote request.

To navigate between quote request pages:

click the menu ;
select a page from the dropdown list.

In addition, clicking Next on the Insured tab will redirect you to the Quote request tab so that you could continue with your workflow.

The following pages are available:

Insured: This page contains a general questionnaire you can use as a basis for requesting quotes from markets on the Quote request page. This page opens by default when you create a new quote request.

Note: For captive agencies, the Insured tab is hidden. Captive agents use a market questionnaire.

Quote request: This is the main page with all actions needed to request a quote and bind a Policy. It has information about markets, quotes, and statuses. You can use it to open market-specific questionnaires by clicking a market's action button and filling in the Market Smart Q&A.

Note: On the Quote request page, markets are sorted by their submission status. The market with the highest-priority submission status (Requested to Bind) is displayed first.

However, for market users, their own market is always displayed first. Markets with the same status are sorted alphabetically.

Compare quotes: This page allows you to view and compare quotes available to your company for this quote request.
Forms: This page contains available ACORD and Supplemental forms. They can be filled out, downloaded, signed and sent by email.
Loss Runs: The main page for requesting loss runs from carriers and uploading them to your submission. This page is hidden for the Person-type insured and Personal insurance lines.
Documents: This page contains documents related to this quote request and Policy.
Activity log: This page contains this quote request's log.
Export: The Export page allows you to export the request or the insured to an AMS. This page will be available if the functionality is configured.

Summary

A quote request's summary at the top of the page contains:

The Exp. carrier and Exp. premium. Clicking these fields opens the Expiring policy dialog, where you can change the Expiring carrier, Expiring premium, as well as the Expiring policy number.

These fields will be prefilled if you've provided this information when creating the quote request. What's more, the Expiring carrier and Expiring premium fields are synchronized with Insurance History in the questionnaire.

Renewal checkbox. Clicking it marks the quote request as a renewal.
button (My company's Producer & CSR for agencies, My company's Underwriter & CSR for markets). Clicking this button opens the My company dialog with your company's Producer/Underwriter and CSR assigned to this quote request. You can reassign the Producer/Underwriter or CSR by clicking the associated field and selecting from your company's users. To better differentiate between users, their email addresses are indicated next to their names.

Tip: When assigning a Producer, Underwriter, or CSR, you can search by name or email address.

Tip: If you want to add a new Producer, Underwriter or CSR to assign to a quote request or policy, go to Setup > Users and click Add New. This is only available to company Admins.

Notes button. Clicking it opens the Notes sidebar, where you can add and view internal and shared notes on this quote request. If your company has at least one note for the quote request, the Notes icon will indicate this with a dot: .
Menu with additional actions: Create renewal, Cancel request, Delete request, Restore request (displayed for canceled requests only).

The summary is available for all Quote request pages except for Activity log.