--- title: Insured Portal – Appulate Blog description: 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 --- [Skip to content](https://blog.appulate.com/insured-portal#main-content) [![Blog SVG](https://blog.appulate.com/hubfs/Blog%20SVG.svg "Blog SVG")](https://newblog.appulate.com/blog) [Book A Demo](https://info.appulate.com/schedule-a-demo) [All posts](https://blog.appulate.com/all) March 26, 2024 # Insured Portal By  [Anastasia Krasilnikova](https://blog.appulate.com/author/anastasia-krasilnikova)  ·  3 minute read 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 **Contacts** tab. Agents can also add an insured contact by clicking the **Share with insured** button on the RFQ or Policy interface and then clicking **Add new contact** in the dialog that appears. The insured join Appulate to fill out forms, check or edit the entered data, or simply track the status of their RFQs and policies. ![Insured Portal](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/2022-04-05_15-22-14-quotes-tab-1024x516-Mar-26-2024-09-51-05-7973-AM.png?width=1024&height=516&name=2022-04-05_15-22-14-quotes-tab-1024x516-Mar-26-2024-09-51-05-7973-AM.png) The Insured Portal consists of several sections: - The **Quotes** section displays all requests for a quote. This is what you see once you log in. - The **Policies** section displays all policies. - The **Help** section links to the **Contact Us** page. There, you can contact Appulate’s support team by filling out a form. - Your name in the top-right corner links to your profile page. There, you can manage your account data and change your password if needed. ## Quotes Requests for a quote displayed in the **Quotes** section are grouped into current and expired. To view the latter, click **Expired quotes** at the bottom of the section. If there are no expired quotes, this section will be hidden. ![Quotes section](https://blog.appulate.com/hubfs/Imported_Blog_Media/2022-04-05_16-13-51-Mar-26-2024-09-50-56-4569-AM.gif) Each request for a quote is displayed with its insurance line, effective and expiration dates, and status. The **Quotes** section also displays the agency’s name as well as the producer and CSR information. Clicking the producer’s or CSR’s email address allows you to send them an email. ### Questionnaire tab Clicking a request for a quote listed in the **Quotes** section opens them for editing. You will be redirected to a questionnaire that contains the same questions as your agent has on the **Smart Q&A** tab. ![Questionnaire interface](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/insured-updated-ui-1-1-1024x535-Mar-26-2024-09-51-01-4505-AM.png?width=1024&height=535&name=insured-updated-ui-1-1-1024x535-Mar-26-2024-09-51-01-4505-AM.png) The questionnaire displayed depends on the option you select in the questionnaire selector on the toolbar: - If **Market questions** is selected, the tab will display the questions of the markets added on the Markets Selector. This is the default option. - If **All questions** is selected, the tab will display the selected market’s and Appulate’s default questionnaires combined. Required questions are marked with a red asterisk. Their number is also displayed next to a section’s name. If you click the **Required unanswered only** checkbox, the questionnaire will only display the required unanswered questions. To switch between sections, click their tabs or the **Previous** and **Next** buttons located at the bottom of the page. You can switch between sections even if you haven’t answered any required questions. All changes you make are saved automatically. ### Quotes tab If at least one [quote has been shared with you](https://blog.appulate.com/sharing-quotes-with-insured/), clicking the associated request for a quote will redirect you to the **Quotes** tab. There, you can compare the shared quotes to decide which one you would like to request to bind. ![Quote interface](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/2021-06-15_16-35-04-1-1024x636-Mar-26-2024-09-51-07-0258-AM.jpg?width=1024&height=636&name=2021-06-15_16-35-04-1-1024x636-Mar-26-2024-09-51-07-0258-AM.jpg) Each quote is displayed in a separate column with the following information: - Premium (if it isn’t available, **N/A** is displayed instead); - Carrier; - Quote name (clicking it downloads the quote). If available, a quote’s unique parameters (for example, limits, deductibles, or the selected payment plan) are displayed underneath. If a parameter isn’t available, **N/A** will be displayed. If a quote doesn’t have any limits or deductibles, — will be displayed in place of their value. If their value is 0, **$0** will be displayed. If you don’t have any shared quotes, clicking the request for a quote’s name will redirect you to the **Questionnaire** tab. ## Policies Policies displayed in the **Policies** section are grouped into current and expired. To view the latter, click **Expired policies** at the bottom of the section. If there are no expired policies, this section will be hidden. ![Policies tab](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/2022-04-05_15-23-01-policies-1024x341-Mar-26-2024-09-51-02-1601-AM.png?width=1024&height=341&name=2022-04-05_15-23-01-policies-1024x341-Mar-26-2024-09-51-02-1601-AM.png) Each policy is displayed with its insurance line, effective and expiration dates, and status. The **Policies** section also displays the agency’s name as well as the producer and CSR information. Clicking the producer’s or CSR’s email address allows you to send them an email. ### Policy page A policy’s page opens when you click its name in the **Policy** section. ![Policy page](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/policy-interface-upd-1024x596-Mar-26-2024-09-51-08-5804-AM.png?width=1024&height=596&name=policy-interface-upd-1024x596-Mar-26-2024-09-51-08-5804-AM.png) The page displays: - the policy’s effective and expiration dates in the header. - the policy’s **Status**, **Carrier**, and **Premium**, as well as agency information, in the **Policy** section. You can contact the Producer or CSR by clicking their email. This section will also mention if this policy is a renewal. - policy documents in the **Policy docs** section. You can download a document by clicking its name. All documents except policy forms are displayed with their uploader and date of uploading. - the policy’s coverages, limits, deductibles, and other related information in the **Policy details** section. # Sharing records with the insured In Appulate, retail agency users can share quotes and policies with the insured using the **Share with insured** button on the RFQ and Policy interface. ### Sharing quotes To [share a quote](https://blog.appulate.com/sharing-quotes-with-insured/), you need to click **Share with insured** on the quote’s level on the Markets Selector. ![Sharing a quote with the insured](https://blog.appulate.com/hubfs/Imported_Blog_Media/Sharing%20a%20quote%20with%20the%20insured-Mar-26-2024-09-51-06-2706-AM.gif) ### Sharing a policy The logic of sharing information is the same as on the RFQ interface. The **Share with insured** button opens a dialog where an insured contact should be selected or added. ![](https://blog.appulate.com/hubfs/Imported_Blog_Media/sharing%20a%20policy-Mar-26-2024-09-51-00-1874-AM.gif) Share [facebook-f icon](http://www.facebook.com/share.php?u=https://blog.appulate.com/insured-portal) [Share this page on LinkedIn](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.appulate.com/insured-portal) [Share this page on Twitter](https://twitter.com/intent/tweet?url=https://blog.appulate.com/insured-portal) [Share this page on Pinterest](http://pinterest.com/pin/create/link/?url=https://blog.appulate.com/insured-portal) [Share this page on Email](mailto:?body=https://blog.appulate.com/insured-portal) ## Related posts [![Sharing quotes with insured](https://blog.appulate.com/hubfs/raw_assets/public/blog-post-appulate/images/img-blog-card-default.png)](https://blog.appulate.com/sharing-quotes-with-insured) ### [Sharing quotes with insured](https://blog.appulate.com/sharing-quotes-with-insured) [![New “Insured-Facing” Portal](https://blog.appulate.com/hubfs/raw_assets/public/blog-post-appulate/images/img-blog-card-default.png)](https://blog.appulate.com/new-invite-customer-functionality-2) [Press Releases](https://blog.appulate.com/tag/press-releases) ### [New “Insured-Facing” Portal](https://blog.appulate.com/new-invite-customer-functionality-2) [![New “Insured-Facing” Portal](https://blog.appulate.com/hubfs/raw_assets/public/blog-post-appulate/images/img-blog-card-default.png)](https://blog.appulate.com/new-invite-customer-functionality) [Press Releases](https://blog.appulate.com/tag/press-releases) ### [New “Insured-Facing” Portal](https://blog.appulate.com/new-invite-customer-functionality) [![Appulate Logo](https://blog.appulate.com/hubfs/Blog%20SVG-1.svg "Appulate Logo")](http://appulate.com) [facebook-f icon](https://www.facebook.com/Appulate) [Follow us on LinkedIn](https://www.linkedin.com/company/appulate-inc/) [Follow us on 𝕏](https://twitter.com/Appulate/) [Follow us on YouTube](https://www.youtube.com/@Appulate) **About** [Home](https://appulate.com/?browse) [Appulate 101](https://info.appulate.com/tutorial) [Contact](https://info.appulate.com/schedule-a-demo) **Resources** [Market Directory](https://appulate.com/market-directory) [Help Center](https://help.appulate.com/en/knowledge) [Sign In](https://appulate.com/signin) © 2005-2026 APPULATE INC. ```json { "@context" : "http://schema.org", "@type" : "Article", "author" : { "@type" : "Person", "name" : [ "Anastasia Krasilnikova" ], "url" : "https://blog.appulate.com/author/anastasia-krasilnikova" }, "datePublished" : "2024-03-26T11:32:48+0000", "description" : "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 ", "headline" : "Insured Portal", "image" : "", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://8526506.fs1.hubspotusercontent-na1.net/hubfs/8526506/Blog%20SVG-1.svg" }, "name" : "Appulate Inc." }, "url" : "https://blog.appulate.com/insured-portal" } ```