New Appulate email template

One more Standard email template has been added for agency and market users.

We have expanded our list of templates to make correspondence between agencies and the insured on the one hand and markets and agencies on the other hand less time-consuming.

Agency users with role “Admin” can find the new Reply to insured template on the Standard Templates tab of the Email Templates page. This template contains a message to the insured regarding their policy or request for quote. Use the parameters featured on the right to customize your template. Read more

Renewed meaning assigned to statuses in Appulate

We have reviewed the set of record statuses denoting stages in the policy and request for quote lifecycle in the Appulate system. The record status allows you to track how far along you’ve come while working on a particular insured’s case. At certain points in the policy and request for quote lifecycle the corresponding statuses of the same record may not match on the agency’s and market’s sides.   Read more