Sending questionnaire to complete

Appulate allows users to send forms and questionnaires to the insured or others by email. The following actions are available:

• Ask insured (for agency users) and Ask agent (for market users) on the Quote request page

• Ask insured (for agency users) and Ask agent (for market users) on the Market Smart Q&A page

Ask insured or agent on the Quote request page

When you ask an insured or agent to fill out a questionnaire, you can specify the questions you want them to complete in the Select Which Questions to Complete dialog.

This dialog includes three steps:

• Select markets: Select markets whose fundamental questions you need to get the answers to. The list of the displayed markets and their submarkets is based on your selection on the Quote request page. 
  • If you open this dialog box without selecting any market, you are considered to need a standard set of answers for all markets. In this case, this step and the "Required unanswered only" option in the last step are absent, and the information message reads: "You have selected no market for submission. A standard questionnaire form will be sent."

• Select questionnaire sections: Select sections that the questions you are interested in belong to. The list of these sections is based on the requirements of the displayed markets.

  • If you want to change this list, you have to close the dialog box, select a new set of markets on the Quote request page, and click the Ask insured or Ask agent button again.

  • All sections are selected by default and are available for unselecting (and selecting again). You need to leave at least one section selected to send a questionnaire form. Otherwise, it is considered empty, and the warning message reads: "The form is empty. To send it, you need to include at least one questionnaire section."

• Select question types: Select the sort of questions you are interested in:

  • "All": all questions (selected by default).

  • "Unanswered only": all unanswered questions.

  • "Required unanswered only": only required questions (marked with asterisks) that are not answered.

Sending questionnaire to complete by email

Whenever you ask an insured or agent to complete a questionnaire, you need to send an email containing a link to the questionnaire.

The recipient ("To" field) is the insured specified as the main contact by default. If absent, a user can enter the insured's email address and add a new insured contact.

Ask insured or agent on the Market Smart Q&A page

You can send questions from the Market Smart Q&A page and the Quote Smart Q&A page to the insured (if you are an agency user) and agents (if you are a market user).

For agency users

To send the Market Smart Q&A (Quote Smart Q&A) questionnaire to the insured, click the Ask insured button:

1. In the Ask insured dialog, select the insured contact. You can also add a new one.

2. Click Continue.

3. Type in your message in the Email editor. Once ready, click Send.

The insured will get your email with a link to completing the questionnaire in Appulate. We will notify you when the questionnaire is ready.

For market users

To send the Market Smart Q&A (Quote Smart Q&A) questionnaire to an agent, click the Ask agent button:

1. The Ask agent dialog will open.

If an agency has been assigned to this insured:

• it will be prefilled in the Agency field.
• the Producer or CSR field will be prefilled with the agency's Producer or CSR assigned to this quote request. If this quote request has both Producer and CSR assigned, the CSR will be prefilled by default.

The Agency field will be read-only. However, you will be able to change the prefilled Producer or CSR by selecting from the list of this agency's users.

If no agency has been assigned, click the Agency field and choose one from the list of your market's selected agencies. This agency will be assigned to all requests for a quote and policies for this insured.

You can select the Producer or CSR first by clicking the associated field and choosing from the list of your selected agencies' users. In this case, the Agency field will be automatically filled with the agency the selected Producer or CSR is from. 

Once you have selected the recipient, click Continue.

2. Type in your message in the Email editor. Once ready, click Send.

The agent will get your email with a link to completing the questionnaire in Appulate. We will notify you when the questionnaire is ready.

Recipient's questionnaire

The recipient will receive an email with a link to the questionnaire. The link is active for 30 days.

The questionnaire resembles those on the Quote request page and Market Smart Q&A. However, there is no top menu but there is a header with the introduction text and the sender's contact information.

• Questionnaire (Ask insured or Ask agent on the Quote request page)

• Questionnaire (Ask insured or Ask agent on the Market Smart Q&A)

Once the questionnaire is filled out, the sender will be notified by email.

All the actions are logged in the Activity log (Questionnaire Filling Request Sent; Questionnaire Filling Completed; Questionnaire Filling Request Canceled).