Another way to add an insured
To make the interface of Appulate more user-friendly, we have added the ability to add a new prospect or customer on the New/Unassigned page using the new Add New button. The access to this function there looks natural and completely integrates with the business processes.
Note: To open the “New/Unassigned” page, click “New/Unassigned” on the “Quotes” menu.
Note: To create a new prospect or customer, you can also use the “Add New” buttons traditionally available on the pages opened via “Insured” menu.