appulate.com
Using Appulate
Getting started
How to start
For agencies
For MGAs
Submissions & Quotes
Users
Company settings
Additional information
Using Appulate
Appulate functionality
Questionnaire & Forms
Submissions & policies
For MGAs and carriers
For agents
Working with Insured
Email Notifications
Tools & integrations
Uplink
Weblink
AMS
ProducerConnect
MGAConnect
CarrierConnect
FAQ & troubleshooting
FAQ
New features
New features
Video tutorials
Submissions
Tools
Markets
Policies
Forms & documents
Insured
Billing
Your company
Back to home
Using Appulate
Getting started
How to start
For agencies
For MGAs
Submissions & Quotes
Users
Company settings
Additional information
Using Appulate
Appulate functionality
Questionnaire & Forms
Submissions & policies
For MGAs and carriers
For agents
Working with Insured
Email Notifications
Tools & integrations
Uplink
Weblink
AMS
ProducerConnect
MGAConnect
CarrierConnect
FAQ & troubleshooting
FAQ
New features
New features
Video tutorials
Submissions
Tools
Markets
Policies
Forms & documents
Insured
Billing
Your company
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
See more
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
See more
Submissions & policies
Policy binding
Policy renewal
Electronic signature
Submission expiration
Requests for Quote report
Substatuses
Scheduled submissions
See more
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
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
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
See more