--- title: New Insured page – Appulate Blog description: 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 reque --- [Skip to content](https://blog.appulate.com/new-insured-page#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) April 8, 2024 # New Insured page By  [Olga Nikulina](https://blog.appulate.com/author/olga-nikulina)  ·  1 minute read 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. To open an insured’s page, click their name on the** All insured** page. ![](https://blog.appulate.com/hubfs/Imported_Blog_Media/Insured-Main%20(7)-Mar-26-2024-09-50-45-7205-AM.png) #### Quote requests and policies The **Quotes and policies** section displays all the insured’s quote requests and policies: - To open a quote request or a policy, click its card. You will be redirected to the Quote request page or Policy page. - To view expired or canceled quote requests or policies, click **Expired and canceled**. ![](https://blog.appulate.com/hubfs/Imported_Blog_Media/quotes%20and%20policies-Mar-26-2024-09-50-45-3975-AM.gif) You can add a policy or create a new quote request by clicking the buttons to the right: ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/2023-04-05_15-37-14-Mar-26-2024-09-50-43-4969-AM.png?width=259&height=42&name=2023-04-05_15-37-14-Mar-26-2024-09-50-43-4969-AM.png) Clicking **Add policy** or **Create new request** will redirect you to the **Create new request for quote or policy** page with either **Policy **or **Request for quote** preselected. #### Managing the Insured ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/2023-03-22_14-43-06-1-Mar-26-2024-09-50-42-0915-AM.png?width=212&height=162&name=2023-03-22_14-43-06-1-Mar-26-2024-09-50-42-0915-AM.png) To manage the insured’s record, click **Menu **on the Insured page. There you can: - **Copy insured**. Clicking this button will redirect you to the insured’s copy. - **Merge insured**. This button won’t appear if the insured has quote requests. Clicking it starts the merging procedure. - **Delete insured**. This button’s visibility depends on the **Who can delete an insured** setting. Clicking the button opens the **Delete insured** confirmation dialog. #### Editing the insured To edit the insured’s information: - On the **Insured **page, click **Edit** in the **Profile **section. - Fill in the **Edit insured** dialog. Some fields, for example **Insured type**, cannot be edited. - Click **Save **to apply your changes. All changes will be synchronized with the questionnaire. ![](https://blog.appulate.com/hubfs/Imported_Blog_Media/editing%20an%20insured-Mar-26-2024-09-50-43-0206-AM.gif) #### Insured pages navigation ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/2023-03-07_19-53-00-Mar-26-2024-09-50-44-5086-AM.png?width=378&height=279&name=2023-03-07_19-53-00-Mar-26-2024-09-50-44-5086-AM.png) In addition to the main **Insured **page, the insured have several associated pages: - **Contacts**: Contact information of the insured or their representatives. - **Insured documents**: Uploaded documents associated with the insured. - **Export**: Export of the insured’s data from Appulate to agency management systems. Export functionality is controlled by** Agency Management System** setting in **Setup **> **Settings**. - **Admin**: Internal admin information on an insured customer. 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It allows you to view or edit Insured information, and view their Quote reque", "headline" : "New Insured page", "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/new-insured-page" } ```