Appulate Release 11/5/15

Quote Views Makeover

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. 

Quote Views for Agencies

Three views are now available to Agencies: New/Unassigned, Underway, and All Quotes (see screenshot).

Appulate Release 11/5/15

New/Unassigned

This view includes all quotes with the New/Unassigned status. By default, the displayed quotes are sorted by Effective date in the ascending order. 

Appulate Release 11/5/15

Underway

This view includes the quotes with the following statuses: In Progress, Accepted By Insured, and Sent To Insured. By default, the displayed quotes are sorted by Effective Date in the ascending order.

Appulate Release 11/5/15

All Quotes

This view includes all quotes. By default, they are sorted by Received On in the ascending order.

Appulate Release 11/5/15

Note that you can change a quote's Status, Producer, and/or CSR from this view. To do this, hover the mouse pointer over the corresponding cell and click to open the dropdown menu.

Appulate Release 11/5/15

Quote Views for Markets

Four views are now available for markets: New/Unassigned, Underway, Requested To Bind, and All Quotes.

Appulate Release 11/5/15

New/Unassigned

This view includes all quotes with the New/Unassigned status. By default, they are sorted by Effective Date in the ascending order.

Appulate Release 11/5/15

Underway

This view includes all quotes with the following statuses: In Progress, Quoted, and Requested to Bind. By default, they are sorted by Effective Date in the ascending order.

Appulate Release 11/5/15

Requested To Bind

This view shows all quotes with Requested to Bind status. By default, they are sorted by Effective Date in the ascending order.

Appulate Release 11/5/15

All Quotes

This view includes all quotes. By default, they are sorted by Received On in the ascending order.

Appulate Release 11/5/15

Note that you can change a quote's Status, Underwriter, and/or CSR from this view. To do this, hover the mouse pointer over the corresponding cell and click to open the dropdown menu.

Appulate Release 11/5/15

Agents Now Allowed To Change Quote Statuses

 

Now an agency can change a quote’s status regardless of which market is the owner of the quote (previously, the status assigned by the market of first submission could not be changed afterwards).

Attachment Support for Email Dialog

 

The email editor opened for the Main Contact view now allows to send attachments, which means both files attached by a user ad hoc (Upload file button) and files stored within Appulate (Add Existing) button. The list of attachments is organized by categories.

Appulate Release 11/5/15

If the email editor is opened from the Insured view, the following documents can be sent.

  • Documents uploaded ad hoc by the user (Uploaded Files)

  • Documents for the insured that were uploaded earlier and are accessible from the Insured -> Docs tab (Customer Documents)

By default, all documents from the Insured -> Docs tab are selected for the Add Existing option (you can unselect some or all of them by unticking the appropriate checkboxes).

If the email editor is opened from the Quote view, the following documents can be sent.

  • Documents uploaded ad hoc by the user (Uploaded Files)

  • Documents for the insured that were uploaded earlier and accessible from the Insured -> Docs tab (Customer Documents)

  • Documents for the quote that were uploaded earlier and are accessible from the Quote -> Docs tab (Policy Documents)

  • Signed ACORD PDFs formed on the basis of the data fed into the Q&A section of the quote’s properties (Signed Documents)

  • Other ACORD PDFs formed on the basis of the data fed into the Q&A section of the quote’s properties (Forms)

  • Supplementals (market-specific), formed on the basis of the data fed into the Q&A section of the quote’s properties (Forms).

By default, the supplementals are NOT selected to be attached to the email message, all the rest of the existing documents are selected (you can unselect some or all of them by unticking the appropriate checkboxes).