Adding submarkets

Previously you might have had a problem if some MGAs worked with the carriers you are interested in, and it wasn’t reflected in Appulate. With this big product update, we are fixing this problem.

You can now add submarkets to submissions using the brand new Add submarkets button on the RFQ interface. It’ll help you access their Supplemental forms on the Forms tab and reflect your business arrangements in Appulate more accurately. Read more

Appulate Processes Record Number Of Submissions In October

Leading Insurance Automation Company Achieves Major Milestone

November 13, 2020 2:00 PM Eastern Standard Time

Appulate, Inc., where agents, carriers and MGAs do business digitally™ has announced that it saw a record number of submissions from retail agents in October to total nearly 19,000.

Appulate’s ProducerConnect™ technology gives agents the ability to upload ACORD and other data directly from their management system to feed carrier portals and quoting systems. The result of this technology saves considerable data entry time for both agents and carriers to ultimately make it easier to do business. Read more

Open brokerage markets in Appulate

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.

Adding markets

1. To add markets, click Add markets in the Market Name column of the RFQ interface. Read more

LossRunner 101

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. Read more