Overview

Traditionally, the industry has relied on ACORD and carrier specific supplemental forms to collect data to complete submissions. Decades ago, these were typically sent in through the mail, then by fax machine and eventually via email. While the transportation mechanism for submitting has progressed over the years, one thing has never changed – in all of these cases, someone has to eventually enter in this data into a rating / underwriting system.

Within the last decade, the carriers came to the realization that they no longer wanted the burden of data entry. To combat this, they started creating "portal" websites for their Broker / MGA partners – asking you to do the data entry to complete submissions online. The result is that the burden has fallen into your lap and required you to use precious resources to do the monotonous task of re-keying data.

Now, sophisticated Brokers / MGA's are realizing that they too can rid themselves of the data entry by providing their own portal for the retail agents they work with. Your agents are on the front lines with the insured and are in the best position to answer the questions required for submission. With Appulate's Submission Management Portal, you are in control of what data is collected, but you actually provide ways to make this easy on the agents. Appulate makes the agent's job much simpler by providing data bridges from the agent's management systems. Appulate also offers interfaces that help pre-qualify incoming submissions to keep the agent from wasting their time (and yours) with submissions that you would not have an appetite for.

In today's fast pace world, Brokers and MGA's need an agent portal to stay competitive. Appulate provides a "best of breed" solution, specifically designed for your needs.