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Using Appulate

Using Appulate

Learn how Appulate works, from navigation to management, and more.

Appulate functionality

Market Smart Q&A

LossRunner

Send direct messages in Appulate

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 Excel

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Submissions & policies

Policy binding

Policy renewal

Electronic signature

Documents

Agency and Producer codes

Submission expiration

Statuses in Appulate

Requests for Quote report

Substatuses

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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

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