The process is initiated by an agent sending over a completed submission through the Appulate portal. When a submission has been sent your way, you will receive an email notification of the submission. You can also track all new submissions in the Quotes tab under New/Unassigned.
The steps outlined below will trigger email notifications.
Receiving & processing submissions
1. Navigate to the insured record in Appulate.
Follow the email notification link into Appulate or log into Appulate, and find the insured under Quotes > New/Unassigned.
2. Assign an Underwriter.
Under New/Unassigned, locate the insured record and click the underwriter field to select an underwriter from the dropdown menu.
This can be done from the Smart Q&A tab but you may also need to check the Forms, Loss Runs, Docs, and Notes tabs for additional information and attachments.
6. Add markets to work on your quote.
7. Submit to each market you want to quote with.
For some markets, Appulate will push your data to an existing portal outside of Appulate (i.e. CNA). For other markets, their portals are live within Appulate (i.e. Employers). Fulfill any requirements the market has before clicking Submit. Use the letter indication for each market to help guide you through the submission process. Click Submit when you are ready.
8. Receive quotes and upload them into Appulate.
Once you receive a quote from your market, upload it into Appulate to record it. Your agent will not have access to the quote until you Release the quote to them. See step 10 below.
Note: Some markets generate quotes automatically when you click Submit. This is indicated by the lightning in the market's icon. For more information, see Quotes.
9. If applicable, add a cover page to the quote you will share with your agent.
Note: You can replace an added cover page by clicking Replace cover page in the quote's dropdown menu. You can also download the initial quote by clicking Download received quote.
11. Navigate to the insured record in Appulate.
Follow the email notification link or log into Appulate and search under Quotes > Requested to Bind.
12. Gather information from Appulate and bind with your market (outside of Appulate).
13. Bind within Appulate by clicking Bind.
This will open the Policy interface, where you can upload policy documents on the Policy Docs tab.