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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

How to upload forms using Uplink

Main pages

All Insured page

Quote request page

Insured page

Documents tab

Policy page

Compare quotes

Policies menu pages

Prior quote request 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

Editing groups of questions in a spreadsheet

Questionnaire and quote changes

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Submissions & policies

Policy binding

Policy renewal

Electronic signature

Scheduled submissions

Submission expiration

Requests for Quote report

Substatuses

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For MGAs and carriers

Managing your agencies in Appulate

Assigning an agency, Producer, and CSR

New workflow for submissions through MGAs

Availability of submarkets to your agencies

Appulate insurance program development guide

How to export data to QuickBooks

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For agents

Agency and Producer codes

How to add submarkets

Working with Insured

Insured Portal

How to share quotes and policies with insured

How to invite the Insured

Email Notifications

General information about email notifications

Advertisement notifications

Appointment notifications

Document notifications

eSignature notification

New message notifications

Policy bound notifications

Policy reverted to quote request notifications

Questionnaire update notifications

Quote prepared / Indication prepared notifications

Record update notifications

Request-to-Bind notifications

Status change notifications

Submission notifications

Submission expired notifications

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Notes and messages

Notes

Sending direct messages in Appulate