Download presentation
Presentation is loading. Please wait.
Published byHolly Ford Modified over 8 years ago
1
APPULATE CONNECT WHY APPULATE AND WHERE ARE WE GOING
3
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
4
ProducerConnect MGAConnectCarrierConnect InsuredConnect
6
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
7
SUBMISSION PLATFORM FOR INTERNAL USE Uplink ACORD Forms – no manual data rekeying Electronic upload to markets eSubmission / ACORD XML Weblink Email 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
8
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
9
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
10
MARKETING & DISTRIBUTION CHANNEL Large Constituency of Agencies – 20,000+ and growing Email based marketing campaigns Joint Webinars and training
11
AREAS OF FOCUS IN 2016 Submission statuses tracking Management Reports Goal - To provide visibility and insight into the operations
12
QUOTES BY USER
13
QUOTES BY AGENCY REPORT
14
QUOTES BY DATE REPORT
15
QUOTES BY LINE OF BUSINESS REPORT
16
QUOTES BY STATE REPORT
17
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
18
Q&A Dimitri Nikouline – dnikouline@appulate.comdnikouline@appulate.com
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.