Platform FAQ

Looking for more information on how to navigate the Exchange? This is the place to go.

• Do the rates vary for different brokerages?
• Are debit cards eligible?
• What do the statuses in the CRM and Analytics mean?
• Does volume count as CPC (Contingent Profit Commission) or volume commitment with the carrier?
• What credit cards are eligible?
• Site safety and security?
• Does APOLLO Exchange store credit card numbers?
• Why doesn’t the platform load in Internet Explorer?
• What happens when payment is received?
• How many days in advance can the policy be bound?
• Where can I find a complete list of eligible classes available to bind online?
• Can the exact policy wordings be made available for the client to review prior to completing the checkout?
• How do I update the status of an application?
• What is the payment schedule for the monthly payment options?
• How to Access APOLLO’s Self-Serve Portal
• How does broker commission work for monthly paid policies?
• How Can I Obtain a Certificate of Insurance (COI) on the Exchange?
• How long are quotes valid for?
• How do I request an extension for a Builders Risk policy?
• How do I request an endorsement?
• What happens with policy renewals?
• How do I add an Additional Insured to a policy?
• How do I avoid duplicate entries on my CRM list of applications?
• How do I update my payment method?
• Mutual Fund Sales, and/or Tax Prep Services for Life Agents
• Why do we ask for your brokerage's Stripe account?
• What do you consider a professional athlete?
• Is the Exchange Direct Bill, or Broker Bill?
• What is APOLLO?
• What insurance companies does the Exchange quote for?
• How do I save my quote?
• Can my client switch from monthly to annual pay mid-term?