Sometimes carriers and MGAs need to provide additional information in the proposal to the agency. For this reason, we’ve implemented a new feature to enhance better communication and save time. Carriers and MGAs can now send a quote cover letter to their agencies directly from Appulate.
1. To send a quote cover letter, click Release on the RFQ interface.
2. In the Send Quote Cover Letter window, type your email message (a quote is already attached). You can also choose a template: a default one or a custom template created on the Setup > Email Templates page.
3. To send your quote cover letter and release the quote to the agency, click Send.
Please keep in mind that a quote will not be released until this letter is sent.