Appulate’s “Insured” page gets a sleek new look!

All of your customers are still listed in alphabetical order on the main Insured page. Now you can search by Name, Insured ID, Producer, CSR, or Creation Date.

Appulate’s “Insured” page has a sleek new look!
 

You can also search by the Insured’s status:

Appulate’s “Insured” page has a sleek new look!

To take short cuts to our main features, simply click on the arrow to the left hand side of the insured. This will expand the file showing you the different policies for this customer. If you hover over a policy, short cuts on the right hand side will appear. Click on the short cut to get right to a main feature: Read more

Avalon Introduces Online Rating Platform

Avalon Introduces Online Rating Platform

Users of Appulate will be excited to learn that they can now access Avalon Pacific’s California Workers’ Compensation programs. Avalon’s new state of the art system will generate quotes for accounts under $25,000 premium for the class codes listed below: Read more

Appulate’s New Documents Section

Appulate’s Documents section, under the Marketing tab, has just been updated to automatically include any forms that you have in the ‘Q&A/Forms’ section.

Appulate’s New Documents Section

Also, to make editing faster and easier, you can now edit the individual form by clicking on the edit button within the Documents section: Read more

Work Comp Comparative Rater Update!

We have introduced two key factors that will enhance our popular new feature, the Work Comp Comparative Rater. Territory Factor and Terrorism Rate are now included and can be examined in the Detailed Calculation Work Sheet.

Work Comp Comparative Rater Update!

MGA and Wholesaler Partners- Add Agencies within Appulate

Appulate MGA and Wholsaler partners: adding your agencies in Appulate just got a lot easier! Log in to your account and go to the ‘Agencies’ section. You will now see a button that says ‘Add Agency’, click there and search our entire data base to add your agencies that are registered in Appulate with just a click! Read more