Supercharge your agency's efficiency with Appulate!
The Key Addition to
Your Agency Management System.
Agency management systems are built to serve many different functions across your
agency's processes, but they are not ideal for prospecting activities. Appulate's
suite of products enhance your agency management system by extending automation
into the submission process. Use Appulate as a 'Prospect Management' system to automate
the completion of carrier forms, request loss runs, and track valuable market information.
Our products are built around automating the application and data collection processes
helping you streamline your submission process and filling in the gaps of your agency
management system.
- Uplink™ -
This technology bridge allows you to use ACORD data directly from your agency management
system to complete forms and loss run requests. With just a simple 3 minute download,
Uplink™ installs right on your desktop. It's simple to use, works with ANY agency
management system and saves you lots of time!
- Forms - Once your
customer info is brought into Appulate by using the Uplink™, the Forms tab allows
you to combine the carrier specific supplemental questionnaires' and ACORD forms
together into one master application. We eliminate all the duplicate questions so
you only input the information ONCE - then it automatically completes the ACORD
and other forms for you.
- LossRunner™
- Ordering loss runs has never been easier... Our interface provides a convenient
way for you to create and submit your loss run request. Use our nationwide carrier
database for reference of fax numbers / email addresses, and send the loss run request
to the carrier - all without leaving Appulate. Once you receive the loss runs back,
we also provide a centralized and convenient place to store these documents for
each customer and policy.
- Submissions
- With your ACORD, supplemental questionnaires, loss runs, schedules, etc., all
together in Appulate, you have every piece you need to submit to carriers for quoting.
Still within Appulate, you can put your submission together and send it off to the
carrier. Your underwriters will be delighted by the legible and organized submission
they receive.
- Markets - A convenient
tool for you to keep track of every aspect of the markets you work with. Store your
carrier portal information right in Appulate and never have to log in on your own
again. Our interfaces also allow you to store your carrier contacts and other important
information.
Best of all, Appulate is completely web-based! You can access Appulate from any
computer with an internet connection. Store your information and access it on the
go when visiting clients or working from home. Convenient access 24/7!
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