7-23-2015 Appulate Release

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. 

7-23-2015 Appulate Release

Appulate user maintenance events now available in Activities Page

Additional values (associated with user maintenance activities) are now added to the Activity Page:
  • User creation
  • User deactivation
  • Password reset
These will now show in the Activity type column.

7-23-2015 Appulate Release

Restrict non-admin users from selecting/unselecting markets 

New option (in settings) which will allow you to control the user(s) (admin or non-admin) that can select or unselect markets for your account.

Go to Setup -> Settings -> Security Settings

7-23-2015 Appulate Release

7-23-2015 Appulate Release

If the check box is selected, non-admin users will be able to select or unselect a market and filter the lines of business that appear for submissions.  

7-23-2015 Appulate Release

Users can now enter Shared and Private Notes

Two new tabs have been added to the notes section for Shared Notes and Private notes.  Here users can enter and edit notes related to a submission. 

Shared notes are visible not just to the agent/broker but to any carrier/market the submission went to. Private notes are visible only to the agent/broker (company generating the submission). 

7-23-2015 Appulate Release

Ability to designate regions in Appulate (for Markets)

Markets can now set up and describe regions. For example if the market works in California and Texas, it can specify that by adding regions in the setup area.

Go to Company -> Setup -> Add Region

7-23-2015 Appulate Release

Additionally if the “Break up my agencies by regions” is selected in the settings area, the market can assign any agencies to corresponding regions.   

7-23-2015 Appulate Release

7-23-2015 Appulate Release

7-23-2015 Appulate Release

The main influence of this feature on system behavior is the submission notifications.

7-23-2015 Appulate Release

For example, if the market user is assigned to a particular region and has the “Submission Notification = From Agencies in Regions Associated with My Location”, then that market user will receive all of the submissions coming through from that region.

 

Comparative Rater- Remove Fudge factor (for Markets)

Base rate was non-editable. Fudge Factor was editable.

Old Screen:

7-23-2015 Appulate Release

Now Fudge Factor was removed and the Base rates are editable to fine-tune the quote.

 

New Screen:

7-23-2015 Appulate Release