TIPS & TRICKS, REPORTING TOO… OH, AND YOUR FEEDBACK! LEARN HOW TO GET THE MOST FROM APPULATE AND GIVE US YOUR FEEDBACK IN AN OPEN ROUNDTABLE SESSION

AGENDA Reverse Portal SubMarkets Reports Training & Help Roundtable Discussion

REVERSE PORTAL

Brokers and MGAs who continue to receive ed submissions can effectively drive those agents to their portal to answer additional questions and complete the submission process. Data entry time is reduced for agents, and markets that have a portal, will see greater use and value

Broker/MGA Step 1: Broker Uplinks ed submission

Data uploads to your Appulate Portal

Broker/MGA Step 2: Select markets that you want to continue on to, questionnaire grows with additional questions and from market

Broker/MGA Step 3: Then send to agent

Agent Step 1: The agent receives an with a link that takes them directly into your portal, without the need to log in.

Agent Step 2: Navigate section by section by clicking on the “Next Section” link at the bottom right. They answer missing and required questions as they work through it.

Agent Step 3: Click on “Save” to come back to it later or click on “Complete” when done

Broker/ MGA Step 4: Once completed, you will receive an with a shortcut link that takes you right to the Questionnaire section in Appulate for that insured, to review the updated data.

All changes can be thoroughly identified and tracked in the Activity Log.

Broker Benefit:  Broker receives all the information that they needs to quote, without having to rekey data REVERSE PORTAL Recap: Agent Benefit:  Submission workflow doesn’t have to change- Agent can continue submitting via and can answer additional questions without having to enter the portal

SUBMARKETS

In Appulate, you can choose to make the carriers that you do business with, visible to your agents, as your submarkets. Meaning that when they select you as a market, directly below you, is a list of all of your carriers. Each submarket has an option to be selected or unselected: Selecting the submarket- will bring forth any questions that need to be answered in order to quote with that market. Unselecting markets- will eliminate questions from that market in the questionnaire.

Reasons why your agents may want to unselect a submarket: 1.They have a direct appointment with one of your submarkets 2.They know that your submarket will decline Forced to show a very large set of questions Go back-and-forth with your agent to gather additional info If you don’t make your submarkets visible:

Giving your agents visibility into your submarkets… Allows them to control the questionnaire Makes it easier for your agents to do business with you Eliminates the back-and-forth process of gathering the information that you need to quote with all of your carriers. Recap

REPORTS

Now: Appulate has reporting functionality designed to give you visibility into premium size and number for Outbound Submissions, Inbound Submissions, Bound Policies and Work Comp Class Codes. The report can be broken down by year and even further, by quarter or even month. All reports can be exported into Excel.

TRAINING & HELP

Training Webinars What? Personalized training webinars for your agents Presented by Appulate Hosted on GoToWebinar- up to 1000 attendees at a time Can be recorded and posted to our help section and out YouTube page How often? As often as you would like! Recommended- once monthly What is the purpose? Teach your agents how to use Appulate to submit more efficiently to you Help you receive more completed submissions Lower your support calls and questions about the Appulate system External Training

TRAINING & HELP VIDEOS Handbook Video Tutorials Internal Training

ROUNDTABLE DISCUSSION Let’s chat!

ROUNDTABLE DISCUSSION 1.Let’s share about the good: What are the key Appulate features that your company relies on? How do certain features help you increase efficiency? Are there any features that you use that have changed the way that you do business? What do you think contributed to the success of Appulate in your company?

Which of Appulate’s features need improvement? What features would you like to see in Appulate? How can Appulate help you be more successful? ROUNDTABLE DISCUSSION Thank you!!