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.
Appulate Weblink
Arguably our most popular feature, Premium members can bridge data from Appulate to non-partnered markets' portals to automate filling out various forms on their website. After installing through the agent's web browser of choice, set-up is as easy as following the short few steps on our website and you'll be ready to go in no time. With Weblink, agents are saving a huge amount of time by eliminating the need to re-key data each time it’s required.
InsuredConnect
Allows insureds to fill out all Appulate forms and questionnaires directly from a link on the agency’s website, before automatically organizing all that information straight into the agency systems. That way, agents don't have to rekey this information and can request a quote or calculate a premium in just a few minutes. With InsuredConnect, it's never been easier to remove the burden of incomplete forms and tireless back-and-forths to get all the information you need.
ACORD and Supplemental forms
Through this, agents can complete, store and download ACORDs and supplementals in Appulate. Allowing for complete flexibility when it comes to form management, agents are able to keep all of their important documents in one place in our user-friendly system. Not only that, but agents are also able to instantly transfer data between forms, auto-populate documents, and more with this handy feature.
OCR
Through OCR (Optical Character Recognition) agents can process their scanned PDF documents uploaded to a quote request. Just fill in a quote request questionnaire by uploading scanned PDF documents through the Uplink App, Uplink Drag & Drop, A2X or email submission, and you'll be good to go. After finishing that, just click the OCR checkbox in the Document Markup dialog to get started with processing.
Email Submissions
With our email submission service, agents can now pre-schedule, email, and track submissions to any market, with ACORDs and supplementals created in Appulate. Streamlining the submission process by allowing agents to efficiently manage their work and maintain comprehensive records of all their interactions going forward.
Ready to Get Started?
For more information, please visit https://help.appulate.com/en/knowledge for a more detailed look into all these incredible features.
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.
