Overview

Appulate Submission Management System is a comprehensive retail agency platform to manage all of your submission needs electronically and with minimal manual data entry.

Main Highlights

• Fully integrated with your agency management system, so you don't have to rekey any of the data you already store there
• Comprehensive questionnaire interface that has support for supplemental, ACORD and online questions for all of your markets
• A convenient web interface that would let your customer answer all the relevant questions online – simply email them the link!
• An automated solution to order all of your loss runs
• Full document management / storage solution for all of your submission related documents
• Technology that pushes all of the collected data to your markets electronically without you having to rekey it manually
• Comprehensive tracking and reporting tool that gives you full visibility into all of your submission flow across the whole agency – never miss any important dates or lose a customer!
• Store all the customer data within Appulate, so you can remarket it every year with just a push of the button! Even if you didn't get their business this year, never miss an opportunity to go back to them at the anniversary of their policy renewal and try getting their business that time