Appulate Release 9/3/15

Insured Type Separation: Business / Person

This new control allows to determine from the start whether the insured is a business or a person. Combined with Business Type specification controls (on the right), this enables the system to suggest the most relevant insurance lines as you move on and fill out the forms.

Appulate Release 3/9/15

Minor Changes to Document Access Status Interface

The padlock icon that shows whether a document is private or shared has been redesigned and moved to the left. The document’s status can be changed by clicking on the padlock icon (a confirmation window will be displayed). 

Appulate Release 3/9/15

Quote Status Controls Redesigned

A quote’s status can now be changed from the dropdown that opens after a click on the current status. The system ensures that only those quote statuses that may be assigned at a given workflow stage will be shown in the quote status dropdown. 

Appulate Release 3/9/15

Consequently, Actions sidebar of Quote -> Options page has also been redesigned, retaining only Renew and Delete as possible actions.

Appulate Release 3/9/15

Agencies Can Control Their Visibility to Markets

This checkbox under Company -> Settings -> Security Settings allows agencies to control whether they can be added by an arbitrary market from the market’s side.  Appulate Release 3/9/15

Changes to Loss Runs Document Interface

You can now enter the Valuation Date for a loss run as you edit its properties. In Loss Runs list view, it will be shown alongside the upload’s date and time and the uploader’s name. Also, the fields for Effective Date, Expiration Date, and Policy Number have been removed. 

Appulate Release 3/9/15

Appulate Release 3/9/15

Video Tutorials Section Redesigned

Video tutorials have been moved to a separate tab and categorized by topic (clicking on the name of a subsection in the sidebar opens the selected subsection).

Appulate Release 3/9/15