Sharing quotes with insured
Agency users can give the insured access to quotes on the Insured Portal. There, the insured users can compare the quotes to decide which one they would like to request to bind.
To share a quote, you ...
Agency users can give the insured access to quotes on the Insured Portal. There, the insured users can compare the quotes to decide which one they would like to request to bind.
To share a quote, you ...
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 ...