Appulate Unveils Latest Generation, Enhancing User Experience with Advanced Quoting and Submission Tools
September 10, 2024, 10:00am (Eastern Time) Westlake Village, CA - Appulate, the world’s leading insurance submission, application, and renewal platform, announces the launch of its 13th generation today.
With almost 20 years in the industry, Appulate has continually raised the bar for its users through unmatched customer service and a long-standing track record of technological achievements.
With this new release bringing a dynamic quoting extension for agency websites, streamlined accounting with QuickBooks Integration and more, that count among the multiple new additions that both agents and brokers have anxiously been waiting for.
Insured-Facing Data Collection on Agent Websites with InsuredConnect™
Appulate InsuredConnect™ provides integration with agents' websites to collect information directly from the Insured and transfer it directly into Appulate. Giving agents the means to not only collect data from potential clients 24/7, but they’ll be able to request a quote or calculate a premium in just a few minutes. Reducing duplicate work, eliminating rekeying, and ensuring each form submitted has all the relevant information pre-loaded for a completely seamless experience.
Effortless Agency Accounting with QuickBooks™ Integration
With QuickBooks™ Integration, agents can look forward to navigating the complexities of agency accounting with never-before-seen ease. Reconcile carrier direct bill monthly statements and agency bill transactions, organize dynamic billing/payment collections, and integrate payroll efficiently, all through this new cost-effective all-in-one solution.
Manage and Send Certificates of Insurance Directly from Appulate
With this new addition, both agencies and MGAs can issue certificates of insurance directly from the Appulate platform, streamlining both policy verification and policy summary processes. In addition, through Appulate’s new Certificates page, creating, editing and downloading certificates is now easier than ever. Each now conveniently displayed in their own database, separated by Holder, Policies, Creation date, and Expiration date, this feature has been designed with ease of use in mind to provide a welcome alternative to an otherwise tedious process.
Autocomplete Vehicle Data with VIN Decoder
You asked, we answered. Agents and brokers alike can now make full use of Appulate’s new VIN Decoder. Completely eliminating any chance of input errors, this tool allows users to autocomplete the entire vehicle description form in seconds based on VIN value entered.
Share Quotes in Seconds with Appulate’s Quote Comparison Tool
Through Appulate’s Compare Quotes page, both agency and market users can find all quotes, indications, and premium estimates that are available for their company. With the added benefit of being able to share/release multiple at once, this tool will be instrumental for effortless distribution when dealing with multiple clients. Agency users can share quotes, indications, and premium estimates to the insured, while market users can release them directly to agents.
Customize and Filter Insured Questionnaires
Thanks to Appulate Ask Insured, both agencies and markets can completely customize and filter questionnaires before they are distributed to the Insured. Giving users not only the freedom to tailor each question to their exact specifications, but the ability to add or remove entire sections as needed for a completely frictionless experience.
Why Appulate?
As the leader in Insurtech for nearly two decades, Appulate has been transforming the way more than 300,000 agents generate quotes, expand their business, and communicate with markets. Powering the digital transformation of insurance by bringing together the insured, agent, wholesale broker, MGA, and carrier on a single “point of sale” platform designed to expedite the rate, quote, and bind process for property and casualty risks. As a well-established pillar of the Insurtech industry, Appulate is setting the standard with outstanding service, high-value proposition and cutting-edge automation.
Visit Appulate at www.appulate.com
Webinar Information
If you are a market interested in learning how this can help you grow your book of business, or if you are a premium agent wanting to learn how to use these tools, make sure to sign up for our webinar on Tuesday, September 17th, 2024 from 1:00 PM - 2:00 PM EDT
Otherwise, if you are an agent using ProducerConnect™ Standard, you are invited to join our webinar on Tuesday, September 24th, 2024 from 1:00 PM - 1:45 PM EDT to learn more about how to access these features!
