--- title: Using Appulate | Help description: Learn how Appulate works, from navigation to management, and more. --- [Skip to content](https://help.appulate.com/en/knowledge/using-appulate#main-content) English Show submenu for translations ![appulatelogo-1.svg\]](https://help.appulate.com/hubfs/appulatelogo-1.svg) - [Appulate](https://appulate.com/?browse) Open main navigation Close main navigation - [Appulate](https://appulate.com/?browse) - English Show submenu for translations - [appulate.com](https://appulate.com/) [appulate.com](https://appulate.com/) Get help from Appulate team - There are no suggestions because the search field is empty. 1. [Help](https://help.appulate.com/en/knowledge) 2. [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate) # Using Appulate Learn how Appulate works, from navigation to management, and more. ## Appulate functionality - [LossRunner](https://help.appulate.com/en/knowledge/lossrunner) - [Market Smart Q&A](https://help.appulate.com/en/knowledge/market-smart-qa-dialog) - [How to upload forms using Uplink](https://help.appulate.com/en/knowledge/how-to-upload-forms-using-uplink) ## Main pages - [All Insured page](https://help.appulate.com/en/knowledge/all-insured-page) - [Quote request page](https://help.appulate.com/en/knowledge/new-quote-request-page) - [Insured page](https://help.appulate.com/en/knowledge/new-insured-page) - [Documents tab](https://help.appulate.com/en/knowledge/new-documents-tab) - [Policy page](https://help.appulate.com/en/knowledge/new-policy-interface) - [Compare quotes](https://help.appulate.com/en/knowledge/compare-quotes) - [Policies menu pages](https://help.appulate.com/en/knowledge/policies-menu-pages) - [Prior quote request page](https://help.appulate.com/en/knowledge/prior-quote-request) See less ▼ ## Questionnaire & Forms - [ACORD and Supplemental forms on the Forms page](https://help.appulate.com/en/knowledge/acord-and-supplemental-forms-on-the-forms-tab) - [Sending forms to complete](https://help.appulate.com/en/knowledge/sending-form-to-complete) - [Filling out ACORD and Supplemental forms](https://help.appulate.com/en/knowledge/filling-out-acord-and-supplemental-forms) - [Sending questionnaire to complete](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete) - [ACORD and Supplemental form restrictions](https://help.appulate.com/en/knowledge/acord-and-supplemental-form-restrictions) - [Editing groups of questions in a spreadsheet](https://help.appulate.com/en/knowledge/edit-in-spreadsheet) - [Questionnaire and quote changes](https://help.appulate.com/en/knowledge/questionnaire-and-quote-changes) See less ▼ ## Submissions & policies - [Policy binding](https://help.appulate.com/en/knowledge/policy-binding) - [Policy renewal](https://help.appulate.com/en/knowledge/renewal) - [Electronic signature](https://help.appulate.com/en/knowledge/esignature) - [Scheduled submissions](https://help.appulate.com/en/knowledge/scheduled-submissions) - [Submission expiration](https://help.appulate.com/en/knowledge/submission-expiration) - [Requests for Quote report](https://help.appulate.com/en/knowledge/requests-for-quote-report) - [Substatuses](https://help.appulate.com/en/knowledge/substatuses) See less ▼ ## For MGAs and carriers - [Managing your agencies in Appulate](https://help.appulate.com/en/knowledge/managing-your-agencies-in-appulate) - [Assigning an agency, Producer, and CSR](https://help.appulate.com/en/knowledge/assigning-an-agency) - [New workflow for submissions through MGAs](https://help.appulate.com/en/knowledge/new-workflow-for-submissions-through-mgas) - [Availability of submarkets to your agencies](https://help.appulate.com/en/knowledge/visibility-of-submarkets-to-your-agencies) - [Appulate insurance program development guide](https://help.appulate.com/en/knowledge/appulate-insurance-program-development-guide) - [How to export data to QuickBooks](https://help.appulate.com/en/knowledge/how-to-export-data-to-quickbooks) See less ▼ ## For agents - [Agency and Producer codes](https://help.appulate.com/en/knowledge/agency-and-producer-codes) - [How to add submarkets](https://help.appulate.com/en/knowledge/adding-submarkets) ## Working with Insured - [Insured Portal](https://help.appulate.com/en/knowledge/insured-portal) - [How to share quotes and policies with insured](https://help.appulate.com/en/knowledge/how-to-share-information-with-insured) - [How to invite the Insured](https://help.appulate.com/en/knowledge/how-to-invite-and-share-information-with-insured) ## Email Notifications - [General information about email notifications](https://help.appulate.com/en/knowledge/general-information) - [Advertisement notifications](https://help.appulate.com/en/knowledge/advertisement-notifications) - [Appointment notifications](https://help.appulate.com/en/knowledge/appointment-notifications) - [Document notifications](https://help.appulate.com/en/knowledge/document-notifications) - [eSignature notification](https://help.appulate.com/en/knowledge/esignature-notification) - [New message notifications](https://help.appulate.com/en/knowledge/new-message-notifications) - [Policy bound notifications](https://help.appulate.com/en/knowledge/policy-bound-notifications) - [Policy reverted to quote request notifications](https://help.appulate.com/en/knowledge/policy-reverted-to-quote-request-notifications) - [Questionnaire update notifications](https://help.appulate.com/en/knowledge/questionnaire-update-notifications) - [Quote prepared / Indication prepared notifications](https://help.appulate.com/en/knowledge/quote-prepared-/-indication-prepared-notifications) - [Record update notifications](https://help.appulate.com/en/knowledge/record-update-notifications) - [Request-to-Bind notifications](https://help.appulate.com/en/knowledge/request-to-bind-notifications) - [Status change notifications](https://help.appulate.com/en/knowledge/status-change-notifications) - [Submission notifications](https://help.appulate.com/en/knowledge/submission-notifications) - [Submission expired notifications](https://help.appulate.com/en/knowledge/submission-expired-notifications) See less ▼ ## Notes and messages - [Notes](https://help.appulate.com/en/knowledge/notes) - [Sending direct messages in Appulate](https://help.appulate.com/en/knowledge/send-direct-messages-in-appulate) - [Getting started](https://help.appulate.com/en/knowledge/getting-started#main-content) - [How to start](https://help.appulate.com/en/knowledge/getting-started#how-to-start) - [For agencies](https://help.appulate.com/en/knowledge/getting-started#for-agencies) - [Submissions & Quotes](https://help.appulate.com/en/knowledge/getting-started#submissions-quotes) - [Users](https://help.appulate.com/en/knowledge/getting-started#users) - [Company settings](https://help.appulate.com/en/knowledge/getting-started#company-settings) - [Additional information](https://help.appulate.com/en/knowledge/getting-started#additional-information) - [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate#main-content) - [Appulate functionality](https://help.appulate.com/en/knowledge/using-appulate#appulate-functionality) - [Main pages](https://help.appulate.com/en/knowledge/using-appulate#main-pages) - [Questionnaire & Forms](https://help.appulate.com/en/knowledge/using-appulate#questionnaire-forms) - [Submissions & policies](https://help.appulate.com/en/knowledge/using-appulate#submissions-policies) - [For MGAs and carriers](https://help.appulate.com/en/knowledge/using-appulate#for-mgas-and-carriers) - [For agents](https://help.appulate.com/en/knowledge/using-appulate#for-agents) - [Working with Insured](https://help.appulate.com/en/knowledge/using-appulate#working-with-insured) - [Email Notifications](https://help.appulate.com/en/knowledge/using-appulate#email-notifications) - [Notes and messages](https://help.appulate.com/en/knowledge/using-appulate#notes-and-messages) - [Tools & integrations](https://help.appulate.com/en/knowledge/tools-integrations#main-content) - [Uplink](https://help.appulate.com/en/knowledge/tools-integrations#uplink) - [Weblink](https://help.appulate.com/en/knowledge/tools-integrations#weblink) - [AMS](https://help.appulate.com/en/knowledge/tools-integrations#ams) - [FAQ & troubleshooting](https://help.appulate.com/en/knowledge/faq-troubleshooting#main-content) - [FAQ](https://help.appulate.com/en/knowledge/faq-troubleshooting#faq) - [New features](https://help.appulate.com/en/knowledge/new-features) - [AppulateConnect](https://help.appulate.com/en/knowledge/appulateconnect) - [Appulate](https://appulate.com/?browse) [![Appulate Logo](https://help.appulate.com/hubfs/Blog%20SVG-1.svg "Appulate Logo")](https://blog.appulate.com/) Copyright © 2026, Appulate Inc.