Default image

Anastasia Krasilnikova

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…