1. Using Appulate
  2. For MGAs and carriers

New workflow for submissions through MGAs

We're introducing new workflow for submissions through MGAs that are Appulate clients.

The main idea is to let users get quotes directly from carriers. Previously, users had to wait for the MGA's review and response to get a quote. Now this process will be automatic.

Appulate has several workflows for submissions through MGAs. This is configured for each market individually. Depending on a market, you may need to submit your quote requests in one of the following ways:

  • only to an MGA. In this case, the Request quote button is never displayed on the carrier level.
  • to an MGA first by clicking Start quote. After that, you can request a quote from the carriers this MGA works with. This is the new workflow.
  • directly to the carriers an MGA works with. 

New workflow

1. To start your quote request and see potential submarkets (carriers) and their requirements, click the green Start quote button.

Note: An MGA's submarkets will not be visible until you start the quoting process and the questionnaire will not contain their requirements.

Start quote button

2. Next, you'll see the MGA's submarkets and the questionnaire will be updated according to their requirements. To view carrier's questionnaire and specific requirements, click Get instant quote or Request quote. This will open the Market Smart Q&A page.

Note: You can also add submarkets to your quote request by clicking the Add submarkets button in the drop-down menu.

Submarkets after clicking Start quote

3. On the Market Smart Q&A page, you need to fill in necessary information to get a quote.

Once ready, click Get instant quote or Request quote at the bottom. You may get an instant quote or you'll need to wait for an Underwriter's decision.

Market Smart Q&A pageIf this market doesn't have the Market Smart Q&A page, you need to fill in the questionnaire on the Quote request page and request or get an instant quote.