Complete Forms by Email
With Appulate, you can give the Agent, Insured or Broker easy access to filling out ACORDs and supplementals. Just click on the “Send Link” icon next to your selected form and enter an email address. The recipient will receive an email instructing them to click on the link, which will takes them to the fillable form. As soon as they finish filling out the form, the sender will get email notification and the information will automatically be uploaded to their Appulate account.
Send link:
>Recipient view:
Store bound policies in Appulate
No need to leave Appulate to access your bound policy information! Once you receive the policy, upload it into Appulate. A great way to manage your whole book of business!
