The Next Competitive Advantage in Underwriting
The Million Dollar Milestone
The Million Dollar Milestone
For years now, the insurance industry has talked about automation through AI tools and what that could look like. But today, proving value matters more than promising it.
Door #1, 2, or 3? How do P&C Insurers Decide Where to Place their Bets on AI?
Last week, I wrapped up my 100th business day as President of Appulate and thought I would share some observations and insights I have garnered over the past few months. During this time, I have spoken with executives from roughly 50 of our current and prospective customers, including carriers, MGAs, wholesale brokerages, and retail agencies. I’ve noted several common themes throughout these conversations:
Trae Jones joins Appulate as President
Big news to share at Appulate!
Overcoming the hidden bottleneck that’s plaguing the insurance industry
The Hidden Bottleneck of Every Insurance Workflow
How AI and Automation are Reshaping the Industry
Join our very own CEO and co-founded Jeff Harris alongside the Power Produces Podcast hosts David Carothers and Kyle Houck as they go into all things Appulate. From...
Rethinking Loss Runs and Claims Intake
Every carrier knows the pain of loss runs and claims documentation. They arrive late, they arrive messy, and they don’t arrive in a format that plays nice with your systems. A single submission might include:
Appulate Included in InsurTech100 List for 2025
Appulate Completes Guidewire PolicyCenter Extension
Appulate solution bridges agent / broker submission data to help Guidewire clients improve connectivity to their distribution partners.
Appulate FORMS AI: Supporting All Lines of Business
Westlake Village, CA - Appulate, a leader in insurance automation, is proud to announce the latest evolution of Appulate FORMS AI, its advanced document intelligence engine that redefines how insurance submissions are processed. Marking a major step forward in Appulate’s 20-year legacy of innovation, FORMS AI now supports all lines of business while delivering instant, accurate data extraction from a wide variety of document types.
20 Years of Innovation: An Appulate Retrospective
I’ve written about industry trends, AI, quoting speed, and agent insights in past newsletters… but somehow, I’ve never shared the full story of Appulate itself.
5 Tips to Make Smart AI Decisions (Especially During Conference Season)
AI is everywhere right now, especially at insurance conferences. But with so many vendors promising revolutionary tools, it’s tough to separate real innovation from shiny distractions.
How To Automate Insurance Submissions
The workflow of a networked insurance agent has been synonymous with its tedious as well as time consuming tasks. From repetitive processes in various markets to rekeying data, the overall flow of insurance submissions can be stressful. How can agent workflow be improved while maintaining efficiency? It’s simple – through the insurance technology solutions found in automation!
Need to Cut Through the AI Noise?
Let’s talk about what actually works.
AIU Press Release
AIU Partners with Appulate to Deliver Premier E&S Commercial Property Insurance Opportunities Nationwide.
Snyder Specialty LLC Press Release
Westlake Village, CA — Snyder Specialty LCC, a Managing General Agency, Surplus Lines Broker, and Lloyd’s coverholder, announced today that it will be teaming up with Appulate – the #1 digital distributor of P&C insurance, to enhance their exclusive Homeowners Insurance programs for hard-to-place risks.
Why Smarter Forms Are the New Competitive Edge
For all the talk about AI transforming insurance, much of it misses the point.
Practical Ways to Use Appulate Forms AI
If you’ve spent any time on our social media, website, or received our latest emails, you’ll have inevitably heard something about “Appulate Forms AI”, a brand-new addition to the Appulate family of tools. Sure, it looks impressive, but what exactly can it do? Glad you asked:
Appulate Partners with Project 55
Appulate proudly stands with Project 55 to offer one of the most advanced mental health training courses available to the public. Completely free and fully self-paced, this groundbreaking program equips you with essential, real-world skills proven to make a life-saving difference:
Is this the trend that changes insurance?
This month I wanted to focus on some eye-opening industry research.
Appulate Forms AI Press Release
FOR IMMEDIATE RELEASE
April 15, 2025
Improving Connectivity Without Sacrificing Efficiency
We are officially 20 years old!
As one of the original “insurtechs”, we are still a top choice for agents and markets for both distribution and automation of P&C business.
Tokio Marine HCC Partners with Appulate in Historic Next Step for Specialty Insurance
Westlake Village, CA– July 31,2024, 11:00 am (ET) - Tokio Marine HCC – Casualty Group announced today that it has partnered with Appulate to offer their ArtisanEdge™ general liability products, tailored to meet the needs of small to mid-sized artisan contractors. Appulate is the #1 digital distributor of P&C insurance, enhancing submission processing through automation for hard-to-place risks across the country.
Guidewire Press Release
Appulate Joins Guidewire’s PartnerConnect Program for Property & Casualty Insurance Software
Appulate’s data submission solutions help Guidewire clients improve connectivity with agents.
20 Years of Appulate
Happy Birthday Appulate.
Today officially marks 20 years since Appulate was first launched back in 2005. While that may feel like a lifetime ago, looking back, I couldn’t be prouder of what we’ve built together. From the fantastic Appulate team to the countless Agencies, Carriers, and MGAs that make Appulate part of their everyday life, I thank each and every one of you.
Tech Priorities From An Agent's Perspective
Over the past several years, the insurance industry has seen incredible changes, both with overall thought leadership and with increased pressure to incorporate better technology throughout the entire quoting and policy management lifecycle.
Can Future Insurance Trends Be Predicted?
I’d like to share with you a question in today’s newsletter that’s been brought to me a couple of times:
Flow Specialty Partners with Appulate to Scale Specialty Insurance Distribution
Westlake Village, CA– January 29, 2025, 11:00 am (ET)- Flow Specialty, a leading wholesale brokerage of specialty commercial insurance in executive liability, has announced its collaborative partnership with Appulate, the premier digital distribution platform for P&C insurance. Flow Specialty enables agents who use the Appulate platform to connect with highly rated cyber carriers while receiving best-in-class service, insights, and recommendations from expert brokers.
Appulate Promotes Vanessa Camara to Chief of Staff
Westlake Village, CA – October 1, 2024 Appulate, Inc. announces that it has promoted Vanessa Camara to Chief of Staff. Camara, who was previously Appulate’s Vice President of Operations, has been with the company for 13 years.
Appulate 13 Official Press Release
Appulate Unveils Latest Generation, Enhancing User Experience with Advanced Quoting and Submission Tools
September 10, 2024, 10:00am (Eastern Time) Westlake Village, CA - Appulate, the world’s leading insurance submission, application, and renewal platform, announces the launch of its 13th generation today.
With almost 20 years in the industry, Appulate has continually raised the bar for its users through unmatched customer service and a long-standing track record of technological achievements.
With this new release bringing a dynamic quoting extension for agency websites, streamlined accounting with QuickBooks Integration and more, that count among the multiple new additions that both agents and brokers have anxiously been waiting for.
How Appulate Reduces Data Entry for Insurance Agents
Discover how Appulate significantly streamlines the time-consuming data entry process for insurance agents.
How to Maximize Efficiency by Submitting to Multiple Carriers
Explore how leveraging multiple carriers can streamline operations and enhance your business's insurance processing capabilities.
The Top 5 Ways Agents Are Saving Time with Appulate
Appulate is the best way for insurance agents to save valuable time in their day-to-day operations. With its innovative insurance technology systems and user-friendly interface, agents can streamline their underwriting processes, from quoting to submissions, all within a single platform. In this blog, we will explore the various features of Appulate that make it a must-have tool for insurance agents looking to work more efficiently and effectively in today’s digital insurance application process.
Appulate 101: Using the Appulate Market Directory
Appulate’s market directory provides a comprehensive platform for quoting insurance by allowing you to search for insurers and brokers that support specific insurance...
Get Started with Ask Insured in 7 Easy Steps
Today, we are going to be highlighting a specific area of our platform that can make but new business renewals easier. We call it Ask Insured.
Appulate 101: QuickBooks Integration
Ready to effortlessly navigate the complexities of agency accounting in no time at all? Introducing QuickBooks integration for Appulate, an efficient and more cost-effective solution for your needs. From simplifying your financial management system to providing assistance for complex insurance transactions, this blog will be going over a short overview into what you can expect.
Appulate 101: InsuredConnect
Here at Appulate our goal is to simplify your insurance workload by automating routine tasks and streamlining how your business operates. Bringing together networked agents, insureds, MGAs, and carriers on a single platform to provide industry-leading technology to all, creating the ultimate one-stop insurance experience. Not to mention helping 300,000+ agents find success through industry-leading automation. In this blog, we'll be going over how you can streamline your data entry and collection processes through one of Appulate's newer features: InsuredConnect.
Appulate 101: How to Request a Quote
Here at Appulate our goal is to simplify your insurance workload by automating routine tasks and streamlining how your business operates. Bringing together...
Appulate 101: How to Get Started
Here at Appulate we're dedicated to your successes, allowing agents to work smarter, not harder to accomplish their goals for both commercial and personal lines. Appulate has partnered with hundreds of Carriers and MGAs, created tools used by top independent agencies, and helped 300,000+ agents find success through industry-leading automation. In this blog, we'll be going over how you can get started quickly, so you can start saving 40 minutes per submission.
The Top 5 Most Popular Appulate Premium Features in 2024
Hundreds of thousands of companies are taking advantage of Appulate Premium each year to streamline their quoting and submission processes faster than ever before. With an entire new set of features, alongside comprehensive staff training, there's never been a better time to become a Premium member. In this blog, we will be going to be going over the most popular features available right now, as well as how agents can start making full use of them as soon as possible.
How to Request Loss Runs in 5 Easy Steps
For nearly 20 years, Appulate has redefined Insurtech through modernizing quoting and submitting processes. Providing the features that agents want such as instant quoting and the ability to submit to multiple carriers at once. In this blog, we will be going one of those features, so you’ll be able to learn how to request loss runs in 5 easy steps. With Appulate’s LossRunner technology, you can create an easy (and trackable) way to request loss runs on behalf of customers or prospects.
Quote Automation vs. Standard Quoting
Innovations like Insurtech and the digital insurance application process have revolutionized how insurance services are delivered. Among these advancements are the development of user-friendly quoting software and automated quoting systems. The choice between traditional standard quoting and modern automated quoting is crucial for insurance companies aiming to enhance efficiency, accuracy, and customer satisfaction. This blog delves into the benefits of quote automation versus standard quoting, providing insights into how each approach affects the commercial insurance landscape.
The Ultimate Guide to Quote Automation
In the rapidly evolving world of insurance, efficiency is key. With the advent of quoting software and advancements in insurtech, insurance companies are transforming their operations to better meet customer demands. One of the most significant innovations in this space is quote automation. This ultimate guide will walk you through the benefits, features, and implementation of insurance automation, focusing on how technologies like Appulate can revolutionize your quoting process.
Appulate Unveils Seamless Integration and Effortless Coverage Solutions with InsuredConnect
November 28, 2023, 10:00 am (Eastern Time)– Appulate, an industry-leader in insurance technology, proudly announces the launch of Appulate InsuredConnect. A groundbreaking new feature for its Premium users, designed to make the quoting process more efficient.
Compare quotes
Appulate’s Compare quotes page contains all quotes that are available on the Quote request page for the current company.
Simply Business to Offer General Liability Insurance on Appulate’s Commercial Lines Quoting Platform
BOSTON, June 7, 2023 – Simply Business, LLC, a Boston-based digital insurance company focused on small businesses, today announced that it will offer general liability insurance on Appulate, a digital submission management system used by retail insurance agencies to easily conduct business with their markets of choice.
Appulate Announces Partnership with Pie Insurance
May 11, 2023 – Westlake Village, CA – 11:00am (Eastern Time) – Appulate, the world’s leading insurance submission, application, and renewal platform, today announced it has partnered with Pie Insurance (Pie), an insurtech company specializing in workers’ comp insurance for small businesses. This partnership enables agents to better serve their small business clients by leveraging Appulate’s industry leading automation technology to quickly rate, quote and bind workers’ comp policies.
WeSure Partners with Appulate for Time-Saving Automated BOP Quoting and Binding
WeSure Digital Insurance Services and Appulate have teamed up to deliver the automation technology essential to insurance industry professionals quoting and binding BOP coverage.
New Insured page
Appulate’s brand-new Insured page contains all information about the Insured. It allows you to view or edit Insured information, and view their Quote requests and Policies.
SPLI Keeps Businesses Covered and Compliant with Enhanced Submissions through Appulate
SouthEast Personnel Leasing (SPLI) takes its ability to offer more than just standalone coverage to the next level with Appulate’s industry-leading automation technology for enhanced submissions.
Appulate Launches Unprecedented New Release Giving Users Game-Changing Tools to Streamline Their Submission Process
Appulate continues to enhance the user experience by providing the tools and features agents and markets want.
What is Insurtech? 3 Ways Appulate Defines & Leads Insurance Technology
What is insurtech besides an essential component of insurance professionals’ workflow and success? Insurtech is defined as the use of technology innovations designed to find cost savings and efficiency. A realistic example of insurtech is Appulate. Appulate delivers insurance technology solutions that empower networked insurance agents, MGAs, Wholesalers, and Carriers to do business more effectively through automation. In this article, we will uncover more about what insurtech means for specific insurance professionals. We will also share some essential insurtech solutions provided by Appulate to save time on insurance submissions, loss runs requests, insurance distribution, and other common tasks within the industry. Let’s begin by discussing what insurtech is for agents.
Appulate’s New Comprehensive eLearning Course Caters to All Learning Styles
Appulate’s automated insurance agency technology and training resources reach new heights with a newly revamped eLearning course and certificate program.
Chesapeake Employers Insurance Partners with Appulate for Game-Changing Submission Process
Westlake Village, CA – May 19, 2022 – Maryland’s largest workers’ compensation writer enhances the agent submission process with Appulate’s automation technology to deliver instant quoting and a better customer experience.
Seamless Integration and Coverage Solutions with InsuredConnect
November 28, 2023, 10:00 am (Eastern Time)- Appulate, an industry-leader in insurance technology, proudly announces the launch of Appulate InsuredConnect. A groundbreaking new feature for its Premium users, designed to make the quoting process more efficient. By seamlessly integrating with agents’ websites, InsuredConnect streamlines the flow of information directly from the insured.
InsuredConnect: A Look into the Future of InsureTech
November, 2023
Pouch Insurance Partners with Appulate for Instant Commercial Auto Quotes
Pouch, which recently launched its no-hassle auto insurance platform to reward safe drivers, now delivers commercial auto insurance coverage to businesses in Illinois with real-time rate, quote, and binding ability through Appulate.
Appulate’s Co-Founder and President Awarded By Finance Monthly’s Fintech Awards
Finance Monthly Magazine Awards Jeffrey Harris 2018 Entrepreneur Of The Year
How Networked Insurance Agents Contribute to Success
Just as a chef makes the restaurant world revolve alongside other kitchen staff – networked insurance agents make the insurance industry revolve alongside MGAs, nationwide carriers, and wholesalers. If the other entities of a restaurant do not communicate with the chef, the flow of business will be altered. The same is true for the insurance industry if the voices of agents are not considered.
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.
Appulate 9.0 Launched
New Appulate Version Focuses On Improved Usability For Quote
CCMSI Adds Uplink
Agoura Hills, CA – Appulate, Inc. announces alliance partnerships with Cannon Cochran Management Services, Inc. (“CCMSI”) and Connective Technologies, Inc. to deliver its Uplink™ data bridge solution to TEAM-UP for LEMIC Insurance Company. The TEAM-UP suite of products provides once-and-done processing in an industry-compliant, data-secure environment for agency upload, download, and ACORD standard data translations. The web-services upload solution delivers ACORD XML standard workers’ compensation applications to the carrier’s website for real-time, straight-thru processing directly from the agency management system.
Digital Investments That Drive Carrier ROI
For those that have been in P&C insurance for 20+ years, you know the core system investment cycle. Every 10-12 years a shiny new PAS system replacement project takes place. Based on what has been seen in the market, 2021 was the end of the last big cycle. This wind-down seemed to start in 2020 as is illustrated by investment priorities shown in Commercial Line priorities outlined by AiteNovarica1. There was a sudden focus shift to distribution and underwriting. Was this driven by COVID? Maybe, but executives are tired of spending tens of millions of dollars on insurance technology that doesn’t impact the top line.
Cybersecurity Innovations: Protecting Insurance Data
Living in a digital world requires specific security measures which will ensure the protection of your company’s trustworthiness to consumers, and the protection of your company’s data. This is accomplished through cybersecurity. In this article, we will discuss the best practices for securing your companies data, innovations in cybersecurity relevant to the insurance agency technology, and information on next steps if you feel that your company could benefit from better data protection.
EMPLOYERS® Launches Real-Time Quoting Via Appulate
EMPLOYERS® Launches Real-Time Quoting Via Appulate
Appulate Uplink™ Connects to New State Fund Website
Appulate Media Coverage
Brookside General To Provide Motor Truck Cargo Program Via Appulate
Brookside General To Provide Motor Truck Cargo Program Via Appulate
Appulate Release
New Appulate Release!
Appulate Adds Medical Insurance for Pets Program through Trupanion
Available to agents with an Appulate account; program offers high-quality medical insurance for the life of a cat or dog
Brookside General To Provide New Commercial Auto Program in California Via Appulate
October 27, 2020 1:00 PM Eastern Daylight Time
Appulate Wins ACORD Innovation Award
Orlando, FL – May 17, 2009: Appulate, Inc. received the ACORD Innovation Award at the 2009 ACORD / LOMA conference. Dimitri Nikouline, Appulate’s Chief Technology Officer, graciously accepted the award at a lunch ceremony on Sunday.
ArPosthead General Wins ACORD Award For Real Time Agency Data Upload with Appulate
Read MoreAppulate Launches Federated Login Support
Appulate Media Coverage
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 Selector.
Accident Fund Makes Appulate Uplink™ Available For Agent Connectivity
Appulate Media Coverage
Announcing AppulateConnect
On April 7th 2016, Appulate will host our first-ever Appulate customer event, “AppulateConnect” here in Southern California.
New Insurtech Solutions with Appulate 10
“Dramatic” User Experience Coming to New Appulate Version
Appulate Launches ProgramConnect™
State Of The Art Rate, Quote, Bind, Issue Workflow Automation For Program Administrators
3,000,000 AND COUNTING…
Agoura Hills, CA – Appulate, Inc. reports that users have now completed over 3 million data field responses in their process of filling out Workers’ Compensation and Contractors’ General Liability supplemental applications online.
Decision Research and Appulate Announce Strategic Partnership
Decision Research and Appulate Announce Strategic Partnership
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
Appulate Joins RealTime
Agoura Hills, CA – Appulate, Inc. has joined RealTime, the industry-wide initiative that promotes data connectivity between carriers and brokers.
Majesco and Appulate Announce Strategic Partnership
Appulate Media Coverage
Appulate Insurance Essentials: The Dynamic Duo for Submissions & Financing
In an ever-changing world, convenience and innovative technology solutions are the keys to easily evolving with insurance industry standards. When two powerful and heavily relied upon companies join forces – it produces a more sustainable foundation for its users to do business more effectively using insurtech solutions. A tangible example of this kind of relationship is the Appulate and IPFS partnership. This partnership combines automated insurance technology with premium IPFS financing and agency bill to benefit both agents and the insured.
XDimensional and Appulate Announce Integration
Appulate Media Coverage
NEW- Activity Log
Track your movements in Appulate with our new Activity Log. The Activity Log will help you track the date and time when you:
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 Release
New Appulate Release!
LossRunner 4.0
LossRunner 4.0 is officially here! It is our new and improved loss run requesting tool which is very easy to use and secure for your prospect, using electronic signature.
1,000,000 AND COUNTING…
Newbury Park, CA – Appulate, Inc. reports that users have now inputted over one million data field responses in their process of filling out Workers’ Compensation and Contractors’ General Liability supplemental applications online.
Inside the ACORD 125
One of the main aspects of an insurance professional’s day is processing ACORD data and supplemental forms. These common tasks should also be the easiest to complete. Therefore, in this article we will explore one of the most commonly used forms in P&C insurance while outlining a more effective way to access it, and process client information. Let’s begin by explaining what the ACORD 125 is used for.
Risk Transfer Offers State Of The Art Submission Workflow
Appulate Media Coverage
LossRunner 2.0 is Live
Agoura Hills, CA – Appulate, Inc., a leading provider of software automation to the commercial insurance industry, today announced the launch of LossRunner™ 2.0 which offers additional features and improvements to Appulate’s flagship product. LossRunner™ is the leading tool for agents nationwide that automates the requesting of Loss Runs from carriers. LossRunner™ is designed to save time for agents and get the loss run data they need faster and with greater reliability.
New policy interface
Appulate’s Policy interface becomes available when a policy is bound. Once bound, policies are available via the Policies menu.
Pandemic Proof Insurance Technology Solutions Fueling Success
Have you found yourself wondering what some of your colleagues have been doing to expand their business amidst the pandemic? Or maybe you have maintained success during the pandemic, but still face restrictions with the in-person contact needed to properly network. In this article we will discuss how the proper insurtech solutions can make your business “pandemic-proof” and prepare you for the future. Let’s start by briefly highlighting the main issues that accompanied the pandemic and how it affected insurance professionals.
New Interface for Forms!
Appulate continues to improve your submission workflow. Instead of having to go to the Q&A/Forms section to edit ACORDs and supplementals, you can now work on them right from the Marketing section, where all of our other main features are.
New Submissions/Quotes Page
Notice anything different on our Submission/Quotes page? The results are the same but the look is new and improved!
Appulate Processes Record Number Of Submissions In May
Leading Insurance Automation Company Achieves Major Milestone
Appulate Offers Connectivity to The Hanover Insurance Group
MGAs, Wholesalers, and Premium Connect Agents Using Appulate Can Now Automatically Submit to The Hanover Insurance Group.
Hull & Company Horsham to offer BOP Program on Appulate!
MGA Brings Additional Small Commercial Programs to Appulate Agent Network
Appulate 7 To Launch In March!
New Appulate Version Will Be First Ever Complete Digital Insurance Platform For P&C
The Future of Loss Run Request
As we know, standard loss run requests are conducted by sending a letter to previous insurers or brokers asking for detailed policy information which includes a disclosure of all claims processed – a very time-consuming process. Loss run requests of the future will provide a more streamlined approach and provide more discretion for the insured requesting to obtain the necessary data. How will this process be enhanced in the days, months, and years to come? Or, has this innovation already been implemented? In this article, we will discuss what the future of loss runs will look like, how it will benefit the insurance industry, and how you can get your business on board with it NOW!
Back Office Processing Launched
Agoura Hills, CA – Appulate, Inc. is pleased to announce that it has added back office processing functionality for its carrier and MGA customers. This product is designed to reduce internal data entry by automatically extracting ACORD forms and converting them to ACORD XML.
Johnson & Johnson To Provide Flood Programs On Appulate!
MGA To Offer Flood Program To Appulate Agent Network
Indium leverages Appulate to automate submissions!
COLUMBUS, OH– January 11, 2018 – Indium is excited to announce that it is now offering automated upload capabilities for agents through their relationship with Appulate. The automation will give agents the ability to bridge ACORD and other data directly from their agency management systems to expedite the submission and quoting process.
Imperial PFS® and Appulate Launch Billing / Premium Finance Automation
Agents / Brokers Using Appulate Have Real‐Time Integration With Leading Billing / Premium Finance Solution.
Appulate Unveils Appulate Agent Marketing 3.0
Appulate Media Coverage
Appulate Contact:
Bryan Stuart
28348 Roadside Dr.
Suite 201
Agoura Hills, CA 91301
(818) 717-7301
bstuart@appulate.com
Insurance Technology Solutions – Are You Investing Wisely?
Insurance technology is now evolving at a faster pace than most industry professionals are accustomed to. However, with change being inevitable, the question that arises is, “Are you investing wisely in your insurance agency software?” In this article, we will discuss the importance of insurtech solutions, the best insurance technology to invest in and why, and what to look forward to in the future.
Insurance Business America Names Appulate Co-Founder To Hot 100 List
Appulate Media Coverage
Concord Group Uses AgencyPort to Integrate with Appulate AgencyConnect Enables Concord to Rate, Quote & Bind Online with Independent Agents
BOSTON, MA – May 3, 2010 — AgencyPort (a Sword Group company), the leading provider of web-based distribution solutions to the property and casualty insurance industry announces that Concord Group Insurance, one of the largest writers of personal insurance in New England, and several of Concord Group’s independent agents are piloting the use of the quote submission service by Appulate to bridge new policies online with Concord Group.
Appulate, A Huge Time Saver for Service Lloyds
Appulate Media Coverage
Hull & Company To Expand Professional Liability Programs On Appulate
MGA To Offer Two Carrier Programs To Appulate Agent Network
It’s #5000 for Appulate!
Newbury Park, CA – Appulate, Inc. has hit a new milestone as its customers just completed their 5000th supplemental application.
Appulate and VRC Insurance Systems Complete Integration For First Notice of Loss Data Bridge
May 28, 2010 – Thousand Oaks, CA – VRC Insurance Systems, Inc. today announced the completion of its integration with Appulate’s “Uplink” data bridge technology.
What is an Insurance Loss Run Report?
An Insurance Loss Run Report is a report on the claims history of a policy.
ALL RISKS UNVEILS APPLICATION UPLOAD VIA APPULATE
Agents Can Now Upload ACORD Data Directly From Their Agency Management System
Introducing indications
We started to implement indications in the Appulate system a while ago. Now we’ve added new statuses to help you track the progress and minor tweaks to smooth your user experience.
Updates in Appulate
Welcome to Appulate Release Thursday!
BTIS announces availability of Workers’ Comp on Appulate platform
BTIS announces availability of Workers’ Comp on Appulate platform
ArPosthead Announces Instant Online Workers’ Compensation Quotes
San Diego, CA, 08/17/2010 – ARPostHEAD General Insurance Agency, Inc. has announced its producers can now receive instant quotes for Workers’ Compensation submissions under $15,000 in written premium through the new Quick Quote platform at ArPostheadExchange.com, ArPosthead’s online quoting portal. Quick Quote requests loss history and class code specific questions during the submission process bypassing the need for a supplemental application. Accounts greater than $15,000 can also be submitted for underwriting review through ArPostheadExchange.com and are expedited for faster turnaround.
Appulate introduces eSignature to LossRunner!
Now in LossRunner, you can do so in just a matter of seconds, without the hassle of printing, signing and scanning. Simply select the type of document you want signed (BOR or LOA) and enter in the insured’s email. They will receive an email with a link that they click on to open up EchoSign where they will simply type in their name and EchoSign will create a signature for them. eSignature is fully secure and legally binding. You are notified when your insured signs and documents are automatically uploaded into Appulate. When you send your request to the carrier, the signed BOR/LOA from your insured is automatically attached.
How to Improve Your Agency Management System with Insurtech Solutions
As insurance technology solutions advance, so should your company’s insurance agency technology and AMS integration tools. If you were to evaluate your company’s overall success, you would be drawn to the data stored within your agency management system to determine the real numbers. With that in mind, having the proper software implementations and digital resources available to retrieve and process data is essential. In this article, we will determine what a healthy agency management system looks like, how the proper evaluations, upgrades, and user interactions are vital, as well as the next steps that you can take to improve your agency management system now.
LossRunner Goes Live
The first ever, full service request tool for loss runs saves time for agents and makes doing business easier.
Brookside General’s Trucking Program Now Available To Agents Using Appulate
Brookside General’s Trucking Program Now Available To Agents Using Appulate. Real-time Premium Indication Experience For Commercial Auto and Trucking Risks
Appulate Announces Strategic Partnership with Imperial PFS
Appulate Announces Strategic Partnership with Imperial PFS. Appulate Now Offers Imperial PFS’s Premium Finance Services to User Network
Beacon Aviation To Provide Workers’ Compensation Program Via Appulate
Beacon Aviation To Provide Workers’ Compensation Program Via Appulate
MGA To Connect Program To Appulate Agent Network
Sarasota, FL – July 22, 2019 Beacon Aviation...
Quote cover letter
Sometimes carriers and MGAs need to provide additional information in the proposal to the agency. For this reason, we’ve implemented a new feature to enhance better communication and save time. Carriers and MGAs can now send a quote cover letter to their agencies directly from Appulate.
Appulate Offers Connectivity To Nationwide Insurance
Agents Using Appulate Can Now Automatically Submit to Nationwide Insurance
Appulate Launches Its Next Gen Product Suite – Appulate 7
New Appulate Version Is First Ever Complete Digital Insurance Platform For P&C
Appulate Release
Merge PDF
InsureZone Offers ACORD Upload via Appulate
InsureZone Offers ACORD Upload via Appulate
New Supplemental Application Updates
We released some updates today:
New Quote Request page
We’ve redesigned Appulate’s main page for requesting quotes. Forms, Loss Runs, Documents, and other relevant information can be found on separate pages. The interface and navigation are now smoother and structured better.
Appulate 6.1 Launched
Major improvements and enhancements to Appulate
Appulate Digitizes Workers’ Compensation Policies with AmTrust
Innovative Platform Allows Users to Upload ACORD Data and Instantly Rate, Quote, and Bind Policies for Workers’ Compensation Risks
Annual Event Brings Agents And Carriers Together
AppulateConnect ’19 A Success. Annual Event Brings Agents And Carriers Together
Keystone Set To Launch Agent Portal For BOP
Appulate Media Coverage
GRIDIRON TO PUT INLAND MARINE PROGRAM ON APPULATE
MGA To Automate Program And Offer To Appulate Agent Network
MGA and Wholesaler Partners- Add Agencies within Appulate
Appulate MGA and Wholsaler partners: adding your agencies in Appulate just got a lot easier! Log in to your account and go to the ‘Agencies’ section. You will now see a button that says ‘Add Agency’, click there and search our entire data base to add your agencies that are registered in Appulate with just a click!
Submission Interface gets a Makeover
In the “Marketing” or "Prequalification" section, you will notice that we have compressed the “Action” and “Quote” columns and instead of words like “Submit”, we now have several easy to follow icons that you can choose from.
New Blog!
We’re launching this new blog today in hopes of being able to keep you better up to date on our development progress. As time goes on we’ll add information about new features we’ve added and how to use them, new supplementals added to our database of forms, and new features to our flagship product – the Appulate Uplink.
Uplink is Born
Agoura Hills, CA – Appulate launches the first ever technology bridge that works with any agency management system to provide ACORD XML to carriers.
Appulate Changes the Trajectory of Insurtech
Appulate, “Where Agents, MGAs, and Carriers Do Business Digitally” is excited to announce the record breaking results of agents moving with the future of insurance technology.
Appulate Launches ACORD XML
Agoura Hills, CA – Appulate, Inc. announces the launching of its ACORD XML functionality. With this now available, agents using Appulate’s data bridge (Uplink™) will be able to send ACORD, Supplemental and Loss Run data in the ACORD XML 1.13 standard.
Ohio Mutual Selects Appulate Uplink For Agent Connectivity
Appulate Media Coverage
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. We have introduced this big product update to fix this problem.
Appulate Reports
Keep your agency on track by using Appulate's new Reports feature to produce detailed reports for your agency or individual producers.
UNITED VALLEY INSURANCE SERIVCES, INC. SELECTS APPULATE
(FRESNO, CALIF) – United Valley Insurance Services selected Appulate, Inc. as a vendor to provide connectivity solutions to their insurance markets. Appulate’s technology allows retail agents and brokers the ability to upload data directly from their management system to the insurance markets they work with.
Hiscox to Make General Liability Program for US Small Businesses Available to MGAs Using Appulate
Chicago, IL – October 4, 2018 – Appulate today announced that Hiscox, a global specialist insurer, will make its General Liability program for US small businesses available to MGAs and their agents using Appulate. The program will permit agents to experience real-time quoting of GL risks right from within Appulate and give them the opportunity to bind through Hiscox immediately afterwards.
How an API Works
Many major companies are diving into API. In this article, we will discuss what an API is, its benefits to the insurance industry, and how MGAs and Carriers are using API to create a more effective workflow and become more successful. Let’s start by uncovering the mystery of API and see why everyone is so excited about it.
FirstComp Unveils Appulate’s Uplink For Agent Connectivity
FirstComp Unveils Appulate’s Uplink For Agent Connectivity
Agents Can Now Submit to FirstComp’s 1stQuote Directly From Their Agency Management Systems
Appulate Launches LossRunner F2X™
Appulate Media Coverage
Appulate 11 Innovative Interface Provides Resources Agents Demand
Appulate 11 turns agent pain points into technological progress with agency bill and premium financing options, enhanced insured portal, more intuitive policy interface, and a more streamlined submission workflow.
Appulate 6.0 Coming This Summer
To our retail agent, MGA and carrier customers,
Appulate Connects to Foremost Insurance
Appulate Media Coverage
Kevin Kelly Joins Appulate
Applied Systems Veteran Will Manage Western Region for Appulate
Appulate 8 Launched!
New Appulate Version Focuses On Rating And An Updated Agent Interface
Appulate’s Agency Network Now at 30,000
80% Of All Independent Retail Agencies Now Submitting Through Appulate
Appulate 6.0 Launched
Appulate’s Largest Release To-Date Offers Carriers, MGAs and Retail Agents State Of The Art Rate, Quote, Bind, Issue Workflow Automation For All Lines Of Business
Direct Commercial Carriers Falling Back on Independent Agents
If you have been following the small commercial insurance market and commercial insurance software, you can agree that current insurtech trends are mimicking personal line trends from the early 2000s. Therefore, it is not a matter of “if” but “when” rating comparison engines, automated quoting, and online binding will be the norm.
HSB Launches Real-Time Rate / Quote / Bind Via Appulate
Agents and Brokers Can Now Upload ACORD Data and Receive Instant Quote For Equipment Breakdown Coverage
Appulate’s Agency Network Now At 25,000
2/3 Of All Independent Retail Agencies Now Use Appulate To Quote
Appulate Offers Connectivity to Liberty Mutual Insurance
Appulate, the world’s leading insurance technology company, is excited to announce that it has launched connectivity to Liberty Mutual Insurance. We are thrilled to be providing Liberty Mutual Insurance appointed agents access to world class technology that you can trust.
New “Insured-Facing” Portal
Agoura Hills, CA —Appulate announces it launched an “insured-facing” portal that allows retail agency users of Appulate to engage their customers to complete insurance applications online.
Leading Workers’ Compensation Specialty Brokerage PMC Partners with Appulate for Game-Changing Automation Technology
Westlake Village, CA – January 19, 2022 – One of the country’s leading Workers’ Compensation wholesale brokerages, PMC Insurance Group, has partnered with Appulate to leverage the latest technology to enhance the Workers’ Compensation submission process for their customers.
Introducing internal notes
We’re launching Internal 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.
Appulate Gets Mention In Rough Notes
Agoura Hills, CA — If you are reading this month’s “Rough Notes” magazine, make sure to read the article, “A Giant Step Towards Efficiency”. The article, written by Nancy Doucette, highlights the way brokers and carriers are utilizing upload capabilities to drive efficiency.
Copy data from your Excel sheet into Appulate
Do you have vehicle information in an excel sheet and need to enter it in Appulate?
Leslie Curtis Joins Appulate
Agoura Hills, CA — Appulate, Inc. is pleased to announce the hiring of Leslie Curtis as its new National Sales Manager.
NEW- Upload your quotes back in to Appulate!
In Appulate you can electronically submit to all of your markets for quotes but now when you get those quotes back you can upload them into Appulate. This is located in the Marketing section under Quote.
IPMG Creates Submission Automation Efficiencies Via Appulate
IPMG Creates Submission Automation Efficiencies Via Appulate
Quote cover page
We continue to expand the quote functionality. This time we’re implementing a quote cover page for market users.
Redesigned quote buttons and a new feature for agents
We’ve rolled out some anticipated UI changes: redesigned the Upload Quote, Request Quote, and Generate Quote buttons on the RFQ interface and moved them to the Action column.
Appulate Caters to Advanced Retail Agencies and Wholesalers with the Introduction of BrokerConnect
Westlake Village, CA – May 18, 2022 – The launch of BrokerConnect gives advanced retail agencies and wholesalers game-changing options at a fraction of typical industry costs.
Appulate’s Work Comp Comparative Rater Keeps Getting Better!
Now you can edit the carrier Schedule Modification parameter, right in the worksheet! This allows you to fine-tune the estimated premium calculation for that market:
First Notice of Loss (FNOL) is Launched
Agoura Hills, CA – Appulate, Inc. announces the launch of its capability to bridge FNOL from retail agency management systems.
Appulate Offers Connectivity to The Hartford
MGAs, Wholesalers, and Premium Connect Agents Using Appulate Can Now Automatically Submit to The Hartford.
Appulate Release Thursday- Feature Enhancements and New Features
Editing Forms in Q&A
Introducing Appulate Agent™ Marketing 3.0
You may have noticed some changes to your Appulate account today. This is because of the launch of Appulate Agent™ Marketing 3.0 which streamlines the entire marketing and submission process for retail agents. The technology brings real-time rating, appetite guide and forms entry automation into a user-interface that is far more intuitive for users.
Tarheel Insurance To Provide Workers Comp Program Via Appulate
Tarheel Insurance To Provide Workers Comp Program Via Appulate
MGA To Connect Program To Appulate Agent Network
Mooresville, NC – August 8, 2019 Tarheel Insurance is excited to announce that it will offer its Workers Compensation program via Appulate.
Appulate and iter8 Launch Partnership
Appulate and iter8 launch partnership
Sharing quotes with insured
Agency users can give the insured access to quotes on the Insured Portal. There, the insured users can compare the quotes to decide which one they would like to request to bind.
Appulate and Orchid Insurance Partner to Grow Distribution
The partnership will benefit agents by receiving access to new affluent markets nationwide
Appulate Announces BizAssure Partnership
Leading Technology Companies Focus On Integration And Cross Promotion
Work Comp Rater Enhancement
Just released- Detailed Calculation Worksheet!
Work Comp Comparative Rater- Calculation Work Sheet update
Now you can edit more fields right in the Detailed Calculation Worksheet for our Work Comp Comparative Rater! Just select your market in the 'Marketing' section and click on the estimated premium to view the worksheet.
Work Comp Comparative Rater Update!
We have introduced two key factors that will enhance our popular new feature, the Work Comp Comparative Rater. Territory Factor and Terrorism Rate are now included and can be examined in the Detailed Calculation Work Sheet.
Appulate Launches Uplink™ 2.0
Uplink™ is a virtual printer that uniquely is able to convert forms from any management system into standard ACORD XML. This makes it easy to “print” customer information from your agency management system into Appulate or directly to carriers.
Hiscox Real Time Bind And Pay Live In Appulate
Quote, bind, and pay General Liability risks all on the the Appulate platform.
Digital Distribution – Cover More Ground with Insurtech Solutions
Are you an MGA or wholesaler with a desire to strengthen your distribution channel? Or maybe you are exhausted from doing business the same old way and want to tap into a higher level of success with a better way of doing business. In this article, we will discuss the challenges that MGAs commonly face, the most effective way to expand your distribution channel, and how to transform the time-consuming backend work into frontend results.
Myron Steves Offers Appulate To Agents!
Upload via Appulate Now Available
Appulate 5.0 Release
Release 5.0 Features
This section of the document lists out all the new enhancements, defect fixes and known issues in the product sent as part of the present release. This release will be made available in appulate.com effective June 10, 2015.
Mackinaw Underwriters, Inc. to Provide Liquor Liability Program via Appulate
Mackinaw Underwriters, Inc. to Provide Liquor Liability Program via Appulate
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 cancel your scheduled submissions.
Blue Goose and Appulate Announce Strategic Partnership
Appulate’s Agent Connectivity is now Integrated with the Blue Goose MGA Management System
A.I., Insurtech Solutions, and You
Artificial intelligence is found all around us in the form of chatbots on company websites and even in claims processing. As insurance technology solutions continue to evolve, artificial intelligence can become a very helpful tool for insurance innovators and industry professionals. In this article, we will discuss how artificial intelligence is currently used within the industry, we will highlight the pros and cons of artificial intelligence for business, and we will cover how the implementation of A.I. relates to your business.
Appulate and Incandesco Partner
Partnership offers best-in-class submission / quoting capabilities to the middle market.
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.
ICW Group Is First California Carrier to License Uplink
Agoura Hills, CA – Appulate, Inc. announces the launch of its Uplink™ technology to bridge retail agency data with ICW Group’s Snap (SM).