We have substituted new Quotes report for the previously used “Inbound Submissions / Quotes”, “Outbound Submissions”, “Quotes”, and “Bound Policies” reports. This new “Quotes” report is designed to incorporate all the functions of the replaced reports to represent data in a more convenient and common way. Its design also allows you to quickly switch between different data dimensions.
We have also implemented new Book of Business report in a similar design. The purpose of this report is to supplement the Appulate reporting system with information on active policies.
The new “Quotes” report is used to display the company’s activity over a particular period of time. This activity implies creating and transacting applications, and the report shows the actual information on these applications in the form of a table (see the following figure): still in progress, declined, cancelled, or bound. This information can be grouped in several ways by a selected parameter (use the respective tabs at the top of the page):
- By User
- By Agency (available to market users only)
- By Date
- By Line of Business
- By Market (available to agency users only)
- By submission history (New vs Renewal)
- By State
The columns of the table show the number of applications with a particular status, and the total premium amount:
- In Play Total (the number of applications that were created, declined, cancelled, or being worked on during a selected period)
- Created Total
- Declined by Market Total
- Declined by Producer Total
- Declined by Insured Total
- Cancelled Total
- Bound Total
- Total Premium
You can also apply filters to the data displayed in the report to view statistics for the following criteria (use the respective drop-down lists above the table):
- Period (“This Week”, “This Month”, “This Quarter”, etc.)
- Insured State (states where applications were submitted: multiple selection)
- Line of Business (multiple selection)
- Producer/Underwriter or CSR (company members who participated in submission: multiple selection)
- Location (company office where applications were submitted: multiple selection)
- New vs Renewal
The new “Book of Business” report is used to provide information on the company’s active policies in the form of a table (see the following figure); the columns are “Active Policy Total” and “Total Premium”. Similarly to the new “Quote” report, data displayed in the table can be grouped or filtered by certain parameters.
NEW SETTINGS PAGE
The design of the Settings page has been reconsidered, and the company settings have been regrouped in accordance with their purposes: General Settings, Submission Settings (available to market users only), Security Settings, Appulate Email Notifications, Uplink Settings, Agency Management System, and Customize Policies/Quotes View.
NEW BEHAVIOR OF SELF-SELECTED MARKET
We have standardized the principles of working with a self-selected market (i.e. the market added to the list of its selected markets) to facilitate the configuration on the market’s side and enhance a general impression.
Any market is always in the list of its selected markets and can be removed neither on the Selected markets page (the “Unselect” button in the Unselect column) nor on the Market page (the Unselect button): both ways are unavailable (see the following two figures).
A self-selected market is always marked as not visible to agencies, and this cannot be changed: the Visible to Retail Agents check box on the General Info tab of the market is unselected and unavailable (see the following figure). Therefore, when an agent submits an application, a market is never duplicated in the list of its partner markets for asking the policy price. This solution helps to avoid the agent’s confusion when two same markets show different prices: the best price among the partner markets, which is offered, and the price quoted by this market (these two prices may coincide, though).
When a market’s users submit an application, they see their market at the top of the list, and it is permanently selected (unselecting is unavailable).
NEW INLINE EDITOR
The Inline editor of forms has been redesigned to improve communication with users and reduce the risk of human errors when the forms are filled in. The following points are introduced:
- More convenient and friendly user interface
- New masks and other interactive checks to validate data being entered
- More responsive and faster performance
- No form redrawing when special UI elements are used to enter or apply data
- And other minor but useful changes.