Virginia Feminis Joins Appulate
Appulate Media Coverage
Appulate Contact:
Bryan Stuart
28348 Roadside Dr.
Suite 201
Agoura Hills, CA 91301
(818) 717-7301
bstuart@appulate.com
Virginia Feminis Joins Appulate
Industry Veteran Bolsters ...
Appulate Media Coverage
Appulate Contact:
Bryan Stuart
28348 Roadside Dr.
Suite 201
Agoura Hills, CA 91301
(818) 717-7301
bstuart@appulate.com
Virginia Feminis Joins Appulate
Industry Veteran Bolsters ...
On April 7th 2016, Appulate will host our first-ever Appulate customer event, “AppulateConnect” here in Southern California.
Our goal with this event is to provide our customers with engaging ...
Send Questionnaire to Complete button on the Q&A tab of the Quote view has been replaced with a new icon and moved to the top bar of ...
Appulate Media Coverage
Appulate Contact:
Bryan Stuart
28348 Roadside Dr.
Suite 201
Agoura Hills, CA 91301
(818) 717-7301
bstuart@appulate.com
...
The quote views for agencies and markets have been revised to accommodate the new statuses. You can access the views from the Quotes dropdown in the top menu.
Three views are now available ...
Appulate now has three new Declined by Market statuses that allow to more specifically communicate the reason a submission has been declined:
Markets that use Appulate submission type can assign Declined ...
A new search interface has been implemented for the Insured view. You can type a search term into the box and click "Search", and all insureds whose details contain the search term will be ...
Insured Type Separation: Business / Person
This new control allows to determine from the start whether the insured is a business or a person. Combined with ...
Asterisk for required documents
When Notice of Cancellation and/or Declaration Page attachments are required as part of a submission, ...
Internet Explorer 8 is no longer supported
To improve user experience, all users are encouraged to upgrade to current browsers. IE8 is no longer supported. IE9 users will continue to be prompted to update their browsers.Appulate user maintenance events now available in Activities Page
Additional values (associated with user maintenance activities) are now added to the Activity Page:Restrict non-admin users from selecting/unselecting markets
New option (in settings) ...
Create Policy or Quote
When creating a new file in Appulate you now have the choice to create either a Policy or a Quote.
For policies, you will see options for Premium, Policy Number and Carrier.
For ...
This section of the document lists out all the new enhancements, defect fixes and known issues in the product sent as part of the present release. This release will be made available in appulate.com effective June 10, 2015.
Prior to June 10th,
This section holds all the enhancements and change requests deployed within the current release.
Description: New design of the tab layouts to create a less cluttered appearance to the users. This entails moving several fields from the summary tab and combining within the existing Insured and policy tabs.
Old View (Market/Carrier)
New View (Market/Carrier)
Old view Agent (Prequalification/Marketing)
=
New View Agent (Prequalification/Marketing)
2. UI Change Location Management
Description: UI Changes to help make location edits easier to complete.
Old View (Market/Carrier)
New View (Market/Carrier) – This view provides a listing of locations, and ability to edit from right hand column.
Users can select the pencil icon, and will be taken into a screen specific to that location.
Old View (Agent)
New view (Agent)
‘
Description: Removing Columns from the Policy Views.
New View – Note the unnecessary columns were removed.
...
Appulate Media Coverage
Appulate Contact:
Bryan Stuart
28348 Roadside Dr.
Suite 201
Agoura Hills, CA 91301
(818) 717-7301
bstuart@appulate.com
...
New Appulate Release!
Status changes are now done automatically, so that you no longer have to keep track of it yourself.
We have a new area to upload quotes, right under the market’s name.
For markets ...
New Appulate Release!
Status changes are now done automatically, so that you no longer have to keep track of it yourself.
We have a new area to upload quotes, right under the market’s name.
For markets ...
Merge PDF
The "Merge PDF" button allows you to merge multiple PDFs in Appulate, into 1 file.
Here are the steps:
1. Chose the files you want to merge together and click on the “Merge PDF” ...
Leading Workers’ Comp MGA Uses State-of-the-Art Portal to Make Business Easier for Agents and Brokers
Ft. Lauderdale, FL – March 12, 2015 – Patriot Underwriters (PUI), a division of ...
Appulate Media Coverage
Appulate Contact:
Bryan Stuart
28348 Roadside Dr.
Suite 201
Agoura Hills, CA 91301
(818) 717-7301
bstuart@appulate.com
Insurance Business America Names Appulate Co-Founder To Hot ...
Appulate Media Coverage
Appulate Contact:
Bryan Stuart
28348 Roadside Dr.
Suite 201
Agoura Hills, CA 91301
(818) 717-7301
bstuart@appulate.com
Risk Transfer Offers State Of The Art Submission Workflow
Workers’ ...