Appulate 6.0 Coming This Summer

Appulate 6.0 Coming This Summer

To our retail agent, MGA and carrier customers,

We hope you are off to a great start to 2016 and appreciate your continued support and enthusiasm for Appulate. It is with great excitement that we share with you our plans to unveil a new version of our Appulate “Connect” line of products this coming Summer. The release will be a new version of Appulate (version 6.0) and will include a number of major enhancements and new features to bring further value to you. Continue Reading

Appulate Release 4/14/16

Producer and CSR Assignment Removed From the Insured Level

From now on, Producer and/or CSR can only be attached at a quote's / policy's level. This means that different quotes/policies pertaining to the same insured can be assigned different Producer / CSR combinations. 

The assignment happens on Options tab of the quote’s / policy’s properties, as shown on the screenshot:  Continue Reading