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.

We have introduced two key factors that will enhance our popular new feature, the Work Comp Comparative Rater. Territory Factor and Terrorism Rate are now included and can be examined in the Detailed Calculation Work Sheet.

Uplink™ is a virtual printer that uniquely is able to convert forms from any management system into standard ACORD XML. This makes it easy to “print” customer information from your agency management system into Appulate or directly to carriers.

Release 5.0 Features

This section of the document lists out all the new enhancements, defect fixes and known issues in the product sent as part of the present release.   This release will be made available in appulate.com effective June 10, 2015.

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 also reschedule or cancel your scheduled submissions.

We, in Appulate, want you to expand your markets and grow your business. Have you ever wanted to submit to companies without being appointed? You can now find open brokerage companies in Appulate and add them to your submission.