Appulate continues to enhance the user experience by providing the tools and features agents and markets want.
March 08, 2023, 10:30 AM Eastern Standard Time – Westlake Village, CA – Appulate, the world’s leading insurance submission, application, and renewal platform, announces its unparalleled 12th generation launch. This advanced and innovative insurance distribution platform not only brings forth the easiest application for insurance agents and brokers to submit and quote P&C risks, but this milestone launch also includes numerous, long-awaited features that the insurance technology industry has been anxiously waiting for.
WHAT TO EXPECT FROM APPULATE 12
Professionally Present Quote Options to Insured
Appulate’s new tool will take the quotes you have received and put them into a simplified and professional view for you and your insured to review. This allows the agent to provide the insured with the high level of professionalism they expect, to reduce churn and ensure client retention.
Next Generation Dynamic Questionnaires
You can now collect and organize all insured data through Appulate’s streamlined questionnaire optimized for lines/coverages and by business type.
This not only enables agents to quote that much faster but also helps them keep an accurate record of data exchanges. This also reduces the risk of E&O exposure by engaging the insured with answering underwriting questions.
E-Sign All Your Forms and Other Insurance Documents
You asked, we answered! You can now take any ACORD, broker letter, supplemental or any other document – add a signature box, collect signatures, and upload right from within your Appulate account!
Want to learn more about the eSignature tool? Join our webinar on March 14, 2023 at 10:00am (PST).
Share Bound Policies with Insured
While you grow your business, Appulate keeps record of your bound policies automatically for you, giving your insured 24/7 access to their coverage.
Agency Billing and Premium Financing Automation via IPFS Partnership
Appulate now offers premium financing and agency billing through IPFS. This includes upfront commissions and paperless processing with e-Signature so that you can provide your insured with the highest level of customer service. Appulate offers more opportunities for insurance agencies by offering various payment options to their insured from a single platform. All while mitigating risk as IPFS takes on the responsibility to follow up on payments.
Appulate is the premium submission management system. Appulate’s technology bridges data from the agency management systems into a highly automated workflow to minimize data entry and save time and resources. This automates the entire submission process for CSRs, Retail Agents, Carriers, and MGA’s, in a Rate, Quote, Request to Bind transaction – eliminating duplicate efforts while creating an audit trail through insurtech solutions.
With the largest network of independent agents in the United States, representing roughly 80% of all independent agencies, Appulate creates the ultimate workforce management platform that powers the digital aggregation of property and casualty business between independent insurance agents and insurance markets.
If you are an MGA or Carrier, please join our webinar on March 16th at 2:00pm (EST) to learn more.
If you are an agent wanting to learn how to use these tools, please join our webinars on March 14th at 10:00am (PST) or March 16th at 12:00pm (CST).