Assigning Underwriter & CSR to agencies

Since Underwriters and CSRs typically work with particular agencies, we’ve decided to implement a new feature to reflect your business relations in Appulate.

Previously you had to specify an Underwriter and CSR on the Options tab, in the Policies and Quotes menus for every RFQ or Policy, but it makes a lot more sense to have a separate setting. Plus, you’ll avoid a tedious work assigning them every time you get a new submission.   Read more

ASIA Partners With Appulate To Offer Submission Workflow

Springfield, PA – November 20, 2019, Associated Specialty Insurance Agency (ASIA) is excited to announce that it now offers access to Workers’ Compensation markets for agents using Appulate.

Appulate offers independent insurance agents technology that allows them to bridge data directly from their management systems to make the submission process to key markets easier. By working with Appulate, ASIA will offer an automated way for agents to submit and quote Workers’ Compensation risks.   Read more

Appulate Recognized Best Way For Agents To Quote Commercial P&C Risks

Independent Research Shows 8 Out Of 10 Agents Find Appulate Best Industry Solution

Westlake Village, CA – November 5, 2019, Recent surveying of independent agents results in Appulate being recognized as a best-in-class for quoting commercial risks with 8 out of 10 agents surveyed supporting this.

The research performed by COWE Consulting, a California research, marketing and communications firm showed Appulate is the unanimous choice of independent agents. In the extensive study, agents were asked to rate several platforms on categories such as: experience, ease of use, carrier markets provided, cost and alignment to current workflow. Appulate scored highest in all categories and received particularly high marks for both experience and carrier markets provided. Read more

Appulate Uplink™ 3.0 Launched

Leading P&C Upload And Forms Parsing Solution Is Upgraded

Westlake Village, CA – October 28, 2019 Appulate, “Where Agents, MGAs & Carriers Do Business Digitally™ is excited to announce that it has launched the 3rd generation of its upload and forms parsing solution.

A significant upgrade was made to Appulate’s flagship connectivity solution. This update introduces new architecture, user interface and performance improvements to the more than 220,000 retail agency users of Appulate nationwide. Read more

IPMG Creates Submission Automation Efficiencies Via Appulate

Appulate Contact:

Bryan Stuart

30700 Russell Ranch Road, Suite 250

Westlake Village, CA 91362

(818) 717-7301

IPMG Creates Submission Automation Efficiencies Via Appulate

MGA To Offer Workers’ Compensation Markets to Appulate Agent Network

St. Charles, IL – October 21, 2019 Insurance Program Managers Group (IPMG) is excited to announce that they now offer access to Workers’ Compensation markets for agents using Appulate. Read more