appulate.com
Using Appulate
Getting started
How to start
For agencies
For MGAs
Submissions & Quotes
Users
Additional information
Using Appulate
Appulate functionality
Questionnaire & Forms
Submissions & policies
For MGAs and carriers
For agents
Working with Insured
Company settings
Email Notifications
Tools & integrations
Uplink
Weblink
AMS
ProducerConnect
MGAConnect
CarrierConnect
FAQ & troubleshooting
FAQ
New features
Video tutorials
Submissions
Tools
Markets
Forms
Insured
Billing
Your company
Back to home
Using Appulate
Getting started
How to start
For agencies
For MGAs
Submissions & Quotes
Users
Additional information
Using Appulate
Appulate functionality
Questionnaire & Forms
Submissions & policies
For MGAs and carriers
For agents
Working with Insured
Company settings
Email Notifications
Tools & integrations
Uplink
Weblink
AMS
ProducerConnect
MGAConnect
CarrierConnect
FAQ & troubleshooting
FAQ
New features
Video tutorials
Submissions
Tools
Markets
Forms
Insured
Billing
Your company
Using Appulate
Learn how Appulate works, from navigation to management, and more.
Appulate functionality
Market Smart Q&A
LossRunner
Sending direct messages in Appulate
New policy interface
Questionnaire & Forms
Sending forms to complete
Filling out ACORD and Supplemental forms
ACORD and Supplemental forms on the Forms tab
Sending questionnaire to complete
ACORD and Supplemental form restrictions
How to edit fillable Supplementals
Editing groups of questions in a spreadsheet
See more
Submissions & policies
Documents
Policy renewal
Policy binding
Electronic signature
Agency and Producer codes
Submission expiration
Statuses in Appulate
Requests for Quote report
Substatuses
Scheduled submissions
See more
For MGAs and carriers
Managing your agencies in Appulate
Visibility of submarkets to your agencies
Appulate insurance program development guide
For agents
Billing: IPFS setup and usage
How to add submarkets
Working with Insured
Insured Portal
How to share submissions and policies with insured
How to invite the Insured
How to share quotes with insured
Company settings
Mail Server configuration
Two-factor authentication
Email Notifications
New message notifications
General information about email notifications
Advertisement notifications
Appointment notifications
Document notifications
eSignature notification
Questionnaire update notifications
Quote prepared / Indication prepared notifications
Record update notifications
Request-to-Bind notifications
Status change notifications
Submission notifications
See more