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Appulate 101: InsuredConnect

By   ·  2 minute read

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.

What is Appulate InsuredConnect?

In a sentence, Appulate InsuredConnect provides a brand-new way to integrate quoting tools directly into agent websites. Giving the insured an easy option to begin opening quotes with agent businesses instead of relying on in email submissions.

What are the main benefits of Appulate InsuredConnect?

The main benefit of InsuredConnect is the fact that it reduces duplicate work for agents by allowing the insured to provide all the necessary information right in Appulate, saving a vast amount of time for everyone involved. That way, agents don't have to rekey this information after the fact, and can request a call or calculate a premium in no time at all.

Does InsuredConnect Require Premium to Access?

Yes, Appulate InsuredConnect is included in ProducerConnect Premium and requires a few minutes to set up and customized to your website custom configuration. You can get started by contacting support@appulate.com for more information and help with getting started.

How do I upgrade to ProducerConnect Premium?

Please contact us at sales@appulate.com for more details and to get you and your business started. As a part of this upgrade, you will also receive complementary training for each of your team members using Premium.

How do I use Appulate InsuredConnect?

  1. An Insured clicks Get quote on the agent's website.
  2. They are redirected to the Appulate form to input their information.
  3. On the next page, the Insured will see a questionnaire with standard questions for the selected line of business.
  4. On the next page, the Insured will see a questionnaire for leaving notes or questions for the agents. This is an optional step, and can return to the questionnaire at any time.
  5. When the Insured clicks Complete & send, this information will be sent to their agent in Appulate.
  6. The agent will get an email with a link to a new quote request with information from the Insured (including any notes, if they have been provided). In addition, a new insured contact will be added to their agency. 

Now the agent can review information and work with a new prospect in Appulate!

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.