NEW- Upload your quotes back in to Appulate!
In Appulate you can electronically submit to all of your markets for quotes but now when you get those quotes back you can upload them into Appulate. This is located in the Marketing section under Quote.
In Appulate you can electronically submit to all of your markets for quotes but now when you get those quotes back you can upload them into Appulate. This is located in the Marketing section under Quote.
IPMG Creates Submission Automation Efficiencies Via Appulate
We continue to expand the quote functionality. This time we’re implementing a quote cover page for market users.
We’ve rolled out some anticipated UI changes: redesigned the Upload Quote, Request Quote, and Generate Quote buttons on the RFQ interface and moved them to the Action column.
Westlake Village, CA – May 18, 2022 – The launch of BrokerConnect gives advanced retail agencies and wholesalers game-changing options at a fraction of typical industry costs.
Now you can edit the carrier Schedule Modification parameter, right in the worksheet! This allows you to fine-tune the estimated premium calculation for that market:
Agoura Hills, CA – Appulate, Inc. announces the launch of its capability to bridge FNOL from retail agency management systems.
MGAs, Wholesalers, and Premium Connect Agents Using Appulate Can Now Automatically Submit to The Hartford.
Editing Forms in Q&A
You may have noticed some changes to your Appulate account today. This is because of the launch of Appulate Agent™ Marketing 3.0 which streamlines the entire marketing and submission process for retail agents. The technology brings real-time rating, appetite guide and forms entry automation into a user-interface that is far more intuitive for users.