Insured Portal

The updated Insured Portal is one of the features released as part of Appulate 11. The portal is available to insured users. Agents can invite the insured to Appulate by adding them as an insured contact on the insured record’s…

Market Smart Q&A

Appulate’s Market Smart Q&A page allows you to save time and effort as it shows required questions related only to one market, whereas the Smart Q&A tab shows questions for an insurance line and all markets added on the Markets…

Favorite contacts in Appulate

Available to agencies and MGAs, Appulate’s favorite contacts feature is there to help you find and assign market contacts you are working with on a request for a quote. Favorite contacts are company-wide. You can mark a contact as favorite…

New policy interface

Appulate’s Policy interface becomes available when a policy is bound. Once bound, policies are available via the Policies menu. You can view all policies (All Policies) or a specific category (In Force, Terminated Policies, To Renew). To access a particular…

Scheduled submissions

You can schedule submissions in Appulate if your market supports Email or Weblink submissions. Set the time and date you want your request for a quote to be sent on whenever you send an email. You can also reschedule or…

Inside the ACORD125

One of the main aspects of an insurance professional’s day is processing forms and form data. With this being one of the most common tasks to complete, shouldn’t this also be one of the least time-consuming and easiest tasks? In…

Appulate and Incandesco Partner

Partnership offers best-in-class submission / quoting capabilities to the middle market. Westlake Village, CA – August 18, 2021 –  Appulate today announced that it has created a partnership with Incandesco, creator of “FireSwipe”: a digital marketplace for agents, brokers and…

Workflow Hacks for Better Time Management

Most industry professionals have developed a daily routine to complete their work tasks in the most effective manner. Typically, once these routines are implemented, they are never re-evaluated for improvement as business evolves. This article will highlight ways to enhance…