Skip to content
Blog SVG
All posts

Appulate 101: How to Get Started

By   ·  2 minute read

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.

Get started in just 5 minutes!

1. Login:
2. Markets:

Perhaps you have a new MGA or Carrier you are interested in exploring in Appulate or you want to start working with your appointed markets in Appulate. The list below will take you through the process of setting up your markets in Appulate.

  • Once you are logged into Appulate, go to the Markets page and choose Selected. There you will see all the markets that you or someone from your agency has chosen to work with in Appulate.

  • If you would like to add markets to that list, go to Markets and Available and search for the market name. Once you locate it, click the plus sign to add it to your Selected list.

  • Bonus Appulate perk - Open Brokerage Markets! Looking to expand your agency’s markets? Choose from many of our open brokerage market partners who allow agents to quote prior to committing to an appointment.

3. Credentials:

If your market requires that you enter credentials before submitting, be sure to have those entered into your profile in Appulate. Learn more

  1. Click your name on the top right-hand side of your Appulate account.

  2. Scroll to the section labeled Market Logins.

  3. Enter your credentials and click Save.

4. Downloads:

If you would like to bridge ACORD data into Appulate to keep you from having to rekey information, be sure to download Uplink. This takes less than 1 minute!

  1. Go to Tools at the top of your screen and select Appulate Uplink from the drop-down menu.

  2. Click the Download Uplink Driver button. Learn more

Once installed successfully, Appulate Uplink will show up as an available printer option.

For more information on this topic, please visit https://info.appulate.com/tutorial for a full explanation.  

Join the 300,000+ users seamlessly managing their submission, application and renewal processes today!  

If you're ready to take the next step and see if Appulate is right for your business, let’s connect over at https://info.appulate.com/schedule-a-demo and we’d be happy to go into further detail. Not to mention, you will receive a tailored demonstration at no extra charge.