Manage inbound and outbound submissions
from one connected platform
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Appulate helps wholesalers receive, review, complete, market, and track commercial insurance submissions from a single workspace.
Submission information can enter through document ingestion, email, or a branded agent portal. Appulate extracts and organizes the data into one consistent submission record that can be completed and reused across multiple markets.
Wholesalers can select carriers and MGAs and submit through the method each market supports without rebuilding the risk or repeatedly entering the same information.
Make it easier for agents to submit business
Agents can upload existing application documents, send submissions by email, or enter information through a branded portal.
Appulate reads submitted documents and uses the extracted information to begin building the submission, reducing manual entry for the agent and giving the wholesaler a more complete starting point.
Review and complete the submission in one place
Appulate brings together submission information, supporting documents, loss history, market requirements, and missing information in one place.
Wholesalers can review extracted values, make corrections, add information, upload additional documents, and prepare the risk before sending it to a market.
One submission record for every market
Carriers and MGAs often request the same information in different forms, portals, and questionnaires.
With Appulate, answers become part of the shared submission record and can be reused across applicable markets. This reduces repeated data entry, duplicate questionnaires, conflicting versions of the submission, and repeated requests to the agent.
As information is collected, Appulate builds a more complete submission that is ready to support additional markets.
Collect missing information with less back and forth
Appulate can compare available submission data with the requirements of selected carriers and MGAs to identify unanswered questions or missing information.
The wholesaler can manually or automatically send the agent a focused request for only what is still needed. Responses and supporting documents are added to the shared submission record and can be reused wherever they apply.
Submit to markets regardless of their technology
Every carrier and MGA receives business differently. Appulate supports multiple submission methods from the same central data source.
Connect directly through an API
Send structured submission data directly into connected market systems. Depending on the integration, workflows can support submission creation, additional questions, rating, quote retrieval, document exchange, and binding.
Bridge into a market portal
Appulate can map submission data to available fields, populate market applications, and transfer supporting documents so users do not have to start each application from the beginning.
Create an email submission
For markets that receive business by email, Appulate can generate required forms, attach supporting documents, and prepare the completed submission package for delivery.
This allows wholesalers to manage market submissions through Appulate even when carriers and MGAs use different technologies.
Expand market access without expanding manual work
Appulate reuses collected submission data, enabling wholesalers to send submissions to additional carriers and MGAs.
Shared answers, documents, and submission details can be reused across applicable markets, reducing duplicate work while supporting broader market outreach.
Manage and track the submission lifecycle
Appulate keeps submission activity connected to the underlying risk so teams can track:
New and active submissions
Outstanding agent requests
Selected carriers and MGAs
Status by market
Quotes and declines
Follow-up requirements
Agent and market activity
Conversion and placement results
This gives users and managers a clearer view of what is in progress, what requires attention, and how business is moving through the organization.
For some wholesalers, Appulate can reduce the need for a separate submission-focused CRM by bringing workflow management, documents, market activity, submission data, and reporting together.
From agent submission to market response
Receive and organize
Receive documents through email, upload, or a branded portal and create a consistent submission record.
Review and complete
Review the risk, select markets, and identify information that is still needed.
Collect and reuse
Request missing information from the agent and add responses to the shared record for reuse across applicable markets.
Submit to markets
Send the completed submission through an API, market portal, or email workflow.
Track the results
Manage market statuses, follow-ups, quotes, declines, and placement activity from Appulate.