Copy data from your Excel sheet into Appulate
Do you have vehicle information in an excel sheet and need to enter it in Appulate?
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Do you have vehicle information in an excel sheet and need to enter it in 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.
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.
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:
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.
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.
Just released- Detailed Calculation Worksheet!
Now you can edit more fields right in the Detailed Calculation Worksheet for our Work Comp Comparative Rater! Just select your market in the 'Marketing' section and click on the estimated premium to view the worksheet.