APPULATE CONNECT WHY APPULATE AND WHERE ARE WE GOING
Guidewire Accenture/DuckCreek Insurity Majesco Instec ISCS StingRay AgencyPort FirstBest AIM Epic-Premiere MGA Systems VRC JetFile Nexsure iEngineering AMS360 Applied EPIC AFW TAM Hawksoft Sagitta QQ Ebix
ProducerConnect MGAConnectCarrierConnect InsuredConnect
MAIN AREAS OF BENEFIT FOR MGA AND CARRIER Submission Platform For Internal Use Portal For Submission Intake Automated Underwriting & Quote Generation Agent Marketing & Distribution Channel
SUBMISSION PLATFORM FOR INTERNAL USE Uplink ACORD Forms – no manual data rekeying Electronic upload to markets eSubmission / ACORD XML Weblink ACORD & Supplemental Forms with electronic signature Reverse Portal Market Select based on Appetite Guide and Estimated Premium Integration with AMS’, like AIM and Nexsure, DuckCreek, Tropics, Majesco Work Management & Reports
PORTAL FOR SUBMISSION INTAKE Ensures Submission Completeness Dynamic Questionnaire with Required Questions logic Required documents Uplink from all retail agency AMS’ Minimizes data rekeying overhead Submission pre-screening & clearance ACORD & Supplemental Forms with electronic signature Work Collaboration with the Producer and the Insured
AUTOMATED UNDERWRITING & QUOTE GENERATION Dynamic QA with Risk Qualification Logic May or may not require underwriting authority Rate/Quote/Bind For Internal Use For External Use – POS Portal for Agents
MARKETING & DISTRIBUTION CHANNEL Large Constituency of Agencies – 20,000+ and growing based marketing campaigns Joint Webinars and training
AREAS OF FOCUS IN 2016 Submission statuses tracking Management Reports Goal - To provide visibility and insight into the operations
QUOTES BY USER
QUOTES BY AGENCY REPORT
QUOTES BY DATE REPORT
QUOTES BY LINE OF BUSINESS REPORT
QUOTES BY STATE REPORT
AREAS OF FOCUS IN 2016 Reverse portal improvements Rating for different lines (ISO and non-ISO based) Electronic agency appointment workflow Insurance Commission tracking No general ledger accounting features are planned Suggestions from the audience… Submission statuses tracking Management Reports
Q&A Dimitri Nikouline –