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Using Appulate

Using Appulate

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

Appulate functionality

LossRunner

Market Smart Q&A

New policy page

Sending direct messages in Appulate

New Quote request page

New Insured page

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Questionnaire & Forms

ACORD and Supplemental forms on the Forms page

Sending forms to complete

Filling out ACORD and Supplemental forms

Sending questionnaire to complete

ACORD and Supplemental form restrictions

How to edit fillable Supplementals

Editing groups of questions in a spreadsheet

Questionnaire and quote changes

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Submissions & policies

Policy binding

Policy renewal

Electronic signature

Submission expiration

Requests for Quote report

Substatuses

Scheduled submissions

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For MGAs and carriers

Managing your agencies in Appulate

New workflow for submissions through MGAs

Availability of submarkets to your agencies

Appulate insurance program development guide

For agents

Agency and Producer codes

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

Email Notifications

General information about email notifications

New message 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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