Appulate Release 4/14/16

Producer and CSR Assignment Removed From the Insured Level

From now on, Producer and/or CSR can only be attached at a quote's / policy's level. This means that different quotes/policies pertaining to the same insured can be assigned different Producer / CSR combinations. 

The assignment happens on Options tab of the quote’s / policy’s properties, as shown on the screenshot: 

Appulate Release 4/14/16

If the market is working with a quote / policy, it can also select Producer and/or CSR from Source Agency users.

Producer and/or CSR are not assigned upon primary Source Agency assignment. If another Source Agency is assigned, Producer and CSR are reset.