Appulate 101: InsuredConnect

Here at Appulate our goal is to simplify your insurance workload by automating routine tasks and streamlining how your business operates. Bringing together networked agents, insureds, MGAs, and carriers on a single platform to provide industry-leading technology to all, creating the ultimate one-stop insurance experience. Not to mention helping 300,000+ agents find success through industry-leading automation. In this blog, we'll be going over how you can streamline your data entry and collection processes through one of Appulate's newer features: InsuredConnect.

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Appulate 101: How to Get Started

Here at Appulate we're dedicated to your successes, allowing agents to work smarter, not harder to accomplish their goals for both commercial and personal lines. Appulate has partnered with hundreds of Carriers and MGAs, created tools used by top independent agencies, and helped 300,000+ agents find success through industry-leading automation. In this blog, we'll be going over how you can get started quickly, so you can start saving 40 minutes per submission.

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The Top 5 Most Popular Appulate Premium Features in 2024

Hundreds of thousands of companies are taking advantage of Appulate Premium each year to streamline their quoting and submission processes faster than ever before. With an entire new set of features, alongside comprehensive staff training, there's never been a better time to become a Premium member. In this blog, we will be going to be going over the most popular features available right now, as well as how agents can start making full use of them as soon as possible.

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How to Request Loss Runs in 5 Easy Steps

For nearly 20 years, Appulate has redefined Insurtech through modernizing quoting and submitting processes. Providing the features that agents want such as instant quoting and the ability to submit to multiple carriers at once. In this blog, we will be going one of those features, so you’ll be able to learn how to request loss runs in 5 easy steps. With Appulate’s LossRunner technology, you can create an easy (and trackable) way to request loss runs on behalf of customers or prospects.  

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Quote Automation vs. Standard Quoting

Innovations like Insurtech and the digital insurance application process have revolutionized how insurance services are delivered. Among these advancements are the development of user-friendly quoting software and automated quoting systems. The choice between traditional standard quoting and modern automated quoting is crucial for insurance companies aiming to enhance efficiency, accuracy, and customer satisfaction. This blog delves into the benefits of quote automation versus standard quoting, providing insights into how each approach affects the commercial insurance landscape. 

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The Ultimate Guide to Quote Automation

In the rapidly evolving world of insurance, efficiency is key. With the advent of quoting software and advancements in insurtech, insurance companies are transforming their operations to better meet customer demands. One of the most significant innovations in this space is quote automation. This ultimate guide will walk you through the benefits, features, and implementation of insurance automation, focusing on how technologies like Appulate can revolutionize your quoting process. 

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Appulate Announces Partnership with Pie Insurance

May 11, 2023 – Westlake Village, CA – 11:00am (Eastern Time) – Appulate, the world’s leading insurance submission, application, and renewal platform, today announced it has partnered with Pie Insurance (Pie), an insurtech company specializing in workers’ comp insurance for small businesses. This partnership enables agents to better serve their small business clients by leveraging Appulate’s industry leading automation technology to quickly rate, quote and bind workers’ comp policies.

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New Insured page

Appulate’s brand-new Insured page contains all information about the Insured. It allows you to view or edit Insured information, and view their Quote requests and Policies.

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What is Insurtech? 3 Ways Appulate Defines & Leads Insurance Technology

What is insurtech besides an essential component of insurance professionals’ workflow and success? Insurtech is defined as the use of technology innovations designed to find cost savings and efficiency. A realistic example of insurtech is Appulate. Appulate delivers insurance technology solutions that empower networked insurance agents, MGAs, Wholesalers, and Carriers to do business more effectively through automation. In this article, we will uncover more about what insurtech means for specific insurance professionals. We will also share some essential insurtech solutions provided by Appulate to save time on insurance submissions, loss runs requests, insurance distribution, and other common tasks within the industry. Let’s begin by discussing what insurtech is for agents.

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Seamless Integration and Coverage Solutions with InsuredConnect

November 28, 2023, 10:00 am (Eastern Time)- Appulate, an industry-leader in insurance technology, proudly announces the launch of Appulate InsuredConnect. A groundbreaking new feature for its Premium users, designed to make the quoting process more efficient.  By seamlessly integrating with agents’ websites, InsuredConnect streamlines the flow of information directly from the insured. 

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How Networked Insurance Agents Contribute to Success

Just as a chef makes the restaurant world revolve alongside other kitchen staff – networked insurance agents make the insurance industry revolve alongside MGAs, nationwide carriers, and wholesalers. If the other entities of a restaurant do not communicate with the chef, the flow of business will be altered. The same is true for the insurance industry if the voices of agents are not considered.

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CCMSI Adds Uplink

Agoura Hills, CA – Appulate, Inc. announces alliance partnerships with Cannon Cochran Management Services, Inc. (“CCMSI”) and Connective Technologies, Inc. to deliver its Uplink™ data bridge solution to TEAM-UP for LEMIC Insurance Company. The TEAM-UP suite of products provides once-and-done processing in an industry-compliant, data-secure environment for agency upload, download, and ACORD standard data translations. The web-services upload solution delivers ACORD XML standard workers’ compensation applications to the carrier’s website for real-time, straight-thru processing directly from the agency management system.

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Digital Investments That Drive Carrier ROI

For those that have been in P&C insurance for 20+ years, you know the core system investment cycle. Every 10-12 years a shiny new PAS system replacement project takes place. Based on what has been seen in the market, 2021 was the end of the last big cycle. This wind-down seemed to start in 2020 as is illustrated by investment priorities shown in Commercial Line priorities outlined by AiteNovarica1. There was a sudden focus shift to distribution and underwriting. Was this driven by COVID? Maybe, but executives are tired of spending tens of millions of dollars on insurance technology that doesn’t impact the top line.

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Cybersecurity Innovations: Protecting Insurance Data

Living in a digital world requires specific security measures which will ensure the protection of your company’s trustworthiness to consumers, and the protection of your company’s data. This is accomplished through cybersecurity. In this article, we will discuss the best practices for securing your companies data, innovations in cybersecurity relevant to the insurance agency technology, and information on next steps if you feel that your company could benefit from better data protection.

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Appulate Wins ACORD Innovation Award

Orlando, FL – May 17, 2009: Appulate, Inc. received the ACORD Innovation Award at the 2009 ACORD / LOMA conference. Dimitri Nikouline, Appulate’s Chief Technology Officer, graciously accepted the award at a lunch ceremony on Sunday.

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Market Smart Q&A

Appulate’s Market Smart Q&A page allows you to save time and effort as it shows required questions related only to one market, whereas the Smart Q&A tab shows questions for an insurance line and all markets added on the Markets Selector.

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3,000,000 AND COUNTING…

Agoura Hills, CA – Appulate, Inc. reports that users have now completed over 3 million data field responses in their process of filling out Workers’ Compensation and Contractors’ General Liability supplemental applications online.

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Appulate Insurance Essentials: The Dynamic Duo for Submissions & Financing

In an ever-changing world, convenience and innovative technology solutions are the keys to easily evolving with insurance industry standards. When two powerful and heavily relied upon companies join forces – it produces a more sustainable foundation for its users to do business more effectively using insurtech solutions. A tangible example of this kind of relationship is the Appulate and IPFS partnership. This partnership combines automated insurance technology with premium IPFS financing and agency bill to benefit both agents and the insured.

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LossRunner 4.0

LossRunner 4.0 is  officially here! It is our new and improved loss run requesting tool which is very easy to use and secure for your prospect, using electronic signature.

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1,000,000 AND COUNTING…

Newbury Park, CA – Appulate, Inc. reports that users have now inputted over one million data field responses in their process of filling out Workers’ Compensation and Contractors’ General Liability supplemental applications online.

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Inside the ACORD 125

One of the main aspects of an insurance professional’s day is processing ACORD data and supplemental forms. These common tasks should also be the easiest to complete. Therefore, in this article we will explore one of the most commonly used forms in P&C insurance while outlining a more effective way to access it, and process client information. Let’s begin by explaining what the ACORD 125 is used for.

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LossRunner 2.0 is Live

Agoura Hills, CA – Appulate, Inc., a leading provider of software automation to the commercial insurance industry, today announced the launch of LossRunner™ 2.0 which offers additional features and improvements to Appulate’s flagship product. LossRunner™ is the leading tool for agents nationwide that automates the requesting of Loss Runs from carriers. LossRunner™ is designed to save time for agents and get the loss run data they need faster and with greater reliability.

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Pandemic Proof Insurance Technology Solutions Fueling Success

Have you found yourself wondering what some of your colleagues have been doing to expand their business amidst the pandemic? Or maybe you have maintained success during the pandemic, but still face restrictions with the in-person contact needed to properly network. In this article we will discuss how the proper insurtech solutions can make your business “pandemic-proof” and prepare you for the future. Let’s start by briefly highlighting the main issues that accompanied the pandemic and how it affected insurance professionals.

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New Interface for Forms!

Appulate continues to improve your submission workflow. Instead of having to go to the Q&A/Forms section to edit ACORDs and supplementals, you can now work on them right from the Marketing section, where all of our other main features are.

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The Future of Loss Run Request

As we know, standard loss run requests are conducted by sending a letter to previous insurers or brokers asking for detailed policy information which includes a disclosure of all claims processed – a very time-consuming process. Loss run requests of the future will provide a more streamlined approach and provide more discretion for the insured requesting to obtain the necessary data. How will this process be enhanced in the days, months, and years to come? Or, has this innovation already been implemented? In this article, we will discuss what the future of loss runs will look like, how it will benefit the insurance industry, and how you can get your business on board with it NOW!

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Back Office Processing Launched

Agoura Hills, CA – Appulate, Inc. is pleased to announce that it has added back office processing functionality for its carrier and MGA customers. This product is designed to reduce internal data entry by automatically extracting ACORD forms and converting them to ACORD XML.

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Indium leverages Appulate to automate submissions!

COLUMBUS, OH– January 11, 2018 – Indium is excited to announce that it is now offering automated upload capabilities for agents through their relationship with Appulate. The automation will give agents the ability to bridge ACORD and other data directly from their agency management systems to expedite the submission and quoting process.

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Insurance Technology Solutions – Are You Investing Wisely?

Insurance technology is now evolving at a faster pace than most industry professionals are accustomed to. However, with change being inevitable, the question that arises is, “Are you investing wisely in your insurance agency software?” In this article, we will discuss the importance of insurtech solutions, the best insurance technology to invest in and why, and what to look forward to in the future.

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Concord Group Uses AgencyPort to Integrate with Appulate AgencyConnect Enables Concord to Rate, Quote & Bind Online with Independent Agents

BOSTON, MA – May 3, 2010 — AgencyPort (a Sword Group company), the leading provider of web-based distribution solutions to the property and casualty insurance industry announces that Concord Group Insurance, one of the largest writers of personal insurance in New England, and several of Concord Group’s independent agents are piloting the use of the quote submission service by Appulate to bridge new policies online with Concord Group.

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How To Automate Insurance Submissions

The workflow of a networked insurance agent has been synonymous with its tedious as well as time consuming tasks. From repetitive processes in various markets to rekeying data, the overall flow of insurance submissions can be stressful. How can agent workflow be improved while maintaining efficiency? It’s simple – through the insurance technology solutions found in automation!

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ArPosthead Announces Instant Online Workers’ Compensation Quotes

San Diego, CA, 08/17/2010 – ARPostHEAD General Insurance Agency, Inc. has announced its producers can now receive instant quotes for Workers’ Compensation submissions under $15,000 in written premium through the new Quick Quote platform at ArPostheadExchange.com, ArPosthead’s online quoting portal. Quick Quote requests loss history and class code specific questions during the submission process bypassing the need for a supplemental application. Accounts greater than $15,000 can also be submitted for underwriting review through ArPostheadExchange.com and are expedited for faster turnaround.

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Appulate introduces eSignature to LossRunner!

Now in LossRunner, you can do so in just a matter of seconds, without the hassle of printing, signing and scanning. Simply select the type of document you want signed (BOR or LOA) and enter in the insured’s email. They will receive an email with a link that they click on to open up EchoSign where they will simply type in their name and EchoSign will create a signature for them. eSignature is fully secure and legally binding. You are notified when your insured signs and documents are automatically uploaded into Appulate. When you send your request to the carrier, the signed BOR/LOA from your insured is automatically attached.

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How to Improve Your Agency Management System with Insurtech Solutions

As insurance technology solutions advance, so should your company’s insurance agency technology and AMS integration tools. If you were to evaluate your company’s overall success, you would be drawn to the data stored within your agency management system to determine the real numbers. With that in mind, having the proper software implementations and digital resources available to retrieve and process data is essential. In this article, we will determine what a healthy agency management system looks like, how the proper evaluations, upgrades, and user interactions are vital, as well as the next steps that you can take to improve your agency management system now.

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Quote cover letter

Sometimes carriers and MGAs need to provide additional information in the proposal to the agency. For this reason, we’ve implemented a new feature to enhance better communication and save time. Carriers and MGAs can now send a quote cover letter to their agencies directly from Appulate.

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New Quote Request page

We’ve redesigned Appulate’s main page for requesting quotes. Forms, Loss Runs, Documents, and other relevant information can be found on separate pages. The interface and navigation are now smoother and structured better.

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MGA and Wholesaler Partners- Add Agencies within Appulate

Appulate MGA and Wholsaler partners: adding your agencies in Appulate just got a lot easier! Log in to your account and go to the ‘Agencies’ section. You will now see a button that says ‘Add Agency’, click there and search our entire data base to add your agencies that are registered in Appulate with just a click!

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Submission Interface gets a Makeover

In the “Marketing” or "Prequalification" section, you will notice that we have compressed the “Action” and “Quote” columns and instead of words like “Submit”, we now have several easy to follow icons that you can choose from.

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New Blog!

We’re launching this new blog today in hopes of being able to keep you better up to date on our development progress.  As time goes on we’ll add information about new features we’ve added and how to use them, new supplementals added to our database of forms, and new features to our flagship product – the Appulate Uplink.

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Uplink is Born

Agoura Hills, CA – Appulate launches the first ever technology bridge that works with any agency management system to provide ACORD XML to carriers.

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Appulate Launches ACORD XML

Agoura Hills, CA – Appulate, Inc. announces the launching of its ACORD XML functionality. With this now available, agents using Appulate’s data bridge (Uplink™) will be able to send ACORD, Supplemental and Loss Run data in the ACORD XML 1.13 standard.

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Adding submarkets

Previously you might have had a problem if some MGAs worked with the carriers you are interested in, and it wasn’t reflected in Appulate. We have introduced this big product update to fix this problem.

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UNITED VALLEY INSURANCE SERIVCES, INC. SELECTS APPULATE

(FRESNO, CALIF) – United Valley Insurance Services selected Appulate, Inc. as a vendor to provide connectivity solutions to their insurance markets. Appulate’s technology allows retail agents and brokers the ability to upload data directly from their management system to the insurance markets they work with.

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Hiscox to Make General Liability Program for US Small Businesses Available to MGAs Using Appulate

Chicago, IL – October 4, 2018 –  Appulate today announced that Hiscox, a global specialist insurer,   will make its General Liability program for US small businesses available to MGAs and their agents using Appulate. The program will permit agents to experience real-time quoting of GL risks right from within Appulate and give them the opportunity to bind through Hiscox immediately afterwards.

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How an API Works

Many major companies are diving into API. In this article, we will discuss what an API is, its benefits to the insurance industry, and how MGAs and Carriers are using API to create a more effective workflow and become more successful. Let’s start by uncovering the mystery of API and see why everyone is so excited about it.

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Appulate Gets Mention In Rough Notes

Agoura Hills, CA — If you are reading this month’s “Rough Notes” magazine, make sure to read the article, “A Giant Step Towards Efficiency”. The article, written by Nancy Doucette, highlights the way brokers and carriers are utilizing upload capabilities to drive efficiency.

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Introducing Appulate Agent™ Marketing 3.0

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.

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Work Comp Comparative Rater Update!

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.

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Appulate Launches Uplink™ 2.0

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.

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Digital Distribution – Cover More Ground with Insurtech Solutions

Are you an MGA or wholesaler with a desire to strengthen your distribution channel? Or maybe you are exhausted from doing business the same old way and want to tap into a higher level of success with a better way of doing business. In this article, we will discuss the challenges that MGAs commonly face, the most effective way to expand your distribution channel, and how to transform the time-consuming backend work into frontend results.

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Appulate 5.0 Release

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.

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Scheduled submissions

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.

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A.I., Insurtech Solutions, and You

Artificial intelligence is found all around us in the form of chatbots on company websites and even in claims processing. As insurance technology solutions continue to evolve, artificial intelligence can become a very helpful tool for insurance innovators and industry professionals. In this article, we will discuss how artificial intelligence is currently used within the industry, we will highlight the pros and cons of artificial intelligence for business, and we will cover how the implementation of A.I. relates to your business.

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Hiscox Real Time Quote Live in Appulate

Hiscox Real Time Quote Live in Appulate

Chicago, IL – August 5th, 2019 – Appulate today announced that Hiscox, a global specialist insurer, has gone live with a new tool from Appulate that allows MGAs and their agents to obtain quotes for its General Liability program for US small businesses. The program will permit agents to experience real-time quoting of GL risks within Appulate’s solution and give them the opportunity to bind policies through a Hiscox and MGA cobranded portal immediately afterwards.

MGAs using Appulate can bring this automated program to their own agents, as well as tap into the vast network of agencies that use Appulate nationwide. By using Appulate, retail agents will be able to upload ACORD applications and easily complete additional questions in order to receive a real-time quote.
Two MGAs (First Choice Insurance Intermediaries and Hull & Co.) were quick to take advantage of the automated program from Hiscox.

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Appulate 2.0 Goes Live

Agoura Hills, CA – The gateway for Appulate’s next generation of products has been launched. The highly anticipated Version 2.0 went live today for all of Appulate’s customers.

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ACORD XML UPLOAD A SUCCESS FOR CELINA INSURANCE COMPANY

June 1, 2009 – Celina, OH – Celina Insurance Company is now receiving ACORD XML upload from its constituency of retail agents. Using a vendor provided product, Uplink™, retail agents can now submit ACORD data directly from their agency management systems for both homeowners and personal auto lines.

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If yes, please explain…

In our effort to reduce the number of questions you see on the forms in Appulate we've taken a step to hide all of the irrelevant "Please explain" boxes that you don't need to answer.  Now, based on your answer to the previous question, you'll either see a space to put in an explanation if you answered the dependent question a certain way: 

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Appulate Launches e-Signature

(Agoura Hills, CA) – Appulate is pleased to announce the launching of its newest functionality, "electronic signature". This technology will give retail agents and brokers the ability to provide their insured with an easy way to sign documents online.

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Appulate Launches #50

Newbury Park, CA – Appulate, Inc. announces that it just added its 50th Workers' Compensation supplemental. The company has been adding an average of 3 new supplementals...

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Appulate Launches Uplink™ 2.0

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.

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