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 ...
Available to agencies and MGAs, Appulate’s favorite contacts feature is there to help you find and assign market contacts you are working with on a request for a quote.
Favorite contacts are company-wide. ...
Appulate’s Policy interface becomes available when a policy is bound. Once bound, policies are available via the Policies menu.
You can view all policies (All Policies) or a specific ...
You can schedule submissions in Appulate if your market supports Email or Weblink submissions. Set the time and date you want your request for a quote to be sent on whenever you send an email. You can ...
We want Appulate to feel personal for your company. Our new settings let you choose which logo and color the header would have.
Previously only carriers and MGAs could set their company’s logo instead ...