We, in Appulate, want you to expand your markets and grow your business. Have you ever wanted to submit to companies without being appointed? You can now find open brokerage companies in Appulate and add them to your submission.
Our latest update includes a number of improvements in this direction.
1. To add markets, click Add markets in the Market Name column of the RFQ interface.
If you are an insurance agent, you know that Loss Runs are an important (yet painful) step in obtaining commercial insurance quotes for customers and prospects. A report on the claims history of a policy is a big factor in the underwriting process as it can impact the rates. Therefore, if you are going to quote, you need to obtain loss runs to include in your submission for a quote to carriers. It is as common of a process in commercial insurance as X-rays are to a dental appointment. Thriving agencies that are getting consistently new leads and requests for quotes are burdened by this the most.
MGAs, Wholesalers, and Premium Connect Agents Using Appulate Can Now Automatically Submit to The Hanover Insurance Group.
Westlake Village, CA – April 30, 2020 Appulate, “Where Agents, MGAs & Carriers Do Business Digitally™ is excited to announce that it has launched connectivity to The Hanover Insurance Group.
We’re launching notes to improve communication in Appulate. We’ve found out that our users make a lot of comments and decided to improve this popular feature.
You can now leave notes on markets, submarkets, and submissions. They’ll show up in real-time and can be used as a live chat for your company. That way, you can bring more collaboration into the process and make sure everyone is on the same page.
Westlake Village, CA – May 27, 2020 Appulate, “Where Agents, MGAs & Carriers Do Business Digitally™ is excited to announce that it has launched connectivity to The Hartford.
Using Appulate’s “ProducerConnect™ – Premium”, agents, MGAs and wholesalers can upload ACORD data from their agency management system to populate The Hartford’s agent portal. This greatly reduces data entry time and expedites the quoting process.