Got Appulate?

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May 6, 2016

We’re happy to introduce our partner agents to our exciting new submission technology, Appulate!

What is Appulate?

Appulate is an industry leading new business submission platform that will make it easier for you, Indium and our company partners to do business together. Appulate:

  • Reduces keystrokes
  • Validates submissions for completeness
  • Speeds up turn-around time
  • Allows us to collaborate more efficiently

Getting Started

1. Access your Appulate Account

Appulate accounts have already been created for most Indium agents. To access your account, go to https://indium.appulate.com/signin and select Forgot Password?  Enter the email address you use to do business with Indium, as this is likely the one we used to create your account, and press Submit. This will generate an email with password reset instructions.

Appulate Sign In

If an error message appears saying your email address is not recognized, please contact the Indium Appulate team at appulate@goindium.com so that we can get you in touch with your agency’s administrator or create an account for you.

Appulate Sign In Error

2. Start Submitting!

There are two ways to use Appulate to submit new business to Indium. If your agency uses a management system that generates ACORD forms, you’ll want to use Appulate Uplink™. If you do not have a management system or access to ‘fillable’ ACORDs, you’ll create new applications right in Appulate, no ACORDs needed.

Method 1: Appulate Uplink

This is a tool that will allow you to ‘print’ ACORD forms right into Appulate to create new submissions, without having to re-key that data. First, you will need to install Uplink, which typically takes less than one minute to complete.

Install Uplink

  • To install, follow along with our 3-minute video Install Appulate Uplink™ or follow the steps below:
  • Log in to Appulate.
  • Navigate to the Tools menu, and select Download Uplink™

Appulate Download Uplink

  • Select your management system from the drop-down. Note: if your agency management system is not listed in the drop-down on the Download Uplink page, simply select “Other” from the list and type in the name of your system in the field below to proceed.
  • Click the Download Appulate Uplink hyperlink and follow the prompts to complete installation. Important: you must have administrator privileges on your PC in order to install Uplink. If you have any issues with installation, or, if Appulate Uplink does not appear in your list of printers after installation, please contact Appulate support at support@appulate.com.

Uplink Your ACORDs to Appulate

Check out our short video for step-by-step Uplink instructions: Uplink ACORDs to Appulate.

Method 2: Direct Data Entry

This method is simply logging in to Appulate and creating a new submission by entering basic insured information and completing the questionnaire (essentially a compilation of fields from ACORD forms). If you need completed ACORDs, Appulate does generate the appropriate forms for every submission.

Check out our video Create Appulate Submissions without ACORDs to learn about creating submissions from scratch in Appulate.

Learn More

Be sure to register for an upcoming Appulate Webinar and check out additional resources in the Agent Resourcessection of our website.

Get Support

For general submission issues and questions, please do not hesitate to email the “Appulate Team” here at Indium at Appulate@goindium.com. If you have any technical issues, such as trouble downloading/installing Uplink, you can contact Appulate support directly at support@appulate.com.

FAQ’s

What if we already have an Appulate account with other markets selected (Ohio Mutual, for example)?

I have several completed ACORD forms to submit. Should I Uplink each form individually or all together?

  • Either method will work. Submitting multiple forms as one document is more efficient, and will create one submission containing all selected quotes according to the forms included. However, if your agency management system does not allow you to export ACORDs all at once, you can Uplink documents one by one. Each time you Uplink a form, Appulate will notify you if there is matching insured already in the system, prompting you to update the existing insured’s record (or create new if they are not actually the same insured), so that all documents are uploaded to the same insured. Just be sure that the insured name is present and matching across all forms. Alternatively, you can save the individual forms to your local PC from your management system, then use the “combine into one PDF” option in your PDF application to create one file you can then Uplink.

What do I do if our agency management system is not listed on the Appulate Uplink download page?

  • Appulate Uplink works with any management system, even those not listed on the Download Uplink page. Simply select “[other]” (the very last entry in the list) and enter the name of your AMS in the pop-up window that appears. Then you can proceed with the download and installation.

I created a new quote before realizing I made a mistake in the Insured Name. I went to the Insured tab and corrected it, but the name did not update within the Q&A section. Why not?

  • If changes or corrections are needed for the Insured information, these changes must be made within the Policy > Insured section of the Q&A in order for them to be saved to the quote:

Policy Insured

While working on a submission, I pulled the forms off of the Forms tab and noticed that on some of the forms the Insured Name was listed as “See Attachment 1.” What does this mean?

  • Depending upon the layout of the ACORD forms, some of the Insured Name fields allow fewer characters than others. If the insured name does not fit in that field on any form, Appulate will generate a ‘footnote’ with the insured’s name on it and attach it as the last page of the forms, referenced by the “see attachment 1.”

Our agency uses the SIS Partner XE Management system, which generates ACORD forms in a format other than PDF. How can I get these forms to Uplink to Appulate correctly?

  • The Partner XE management system requires an adjustment to the Uplink settings, as shown below:

PXE 1

 

PXE 2