Appulate release 01/24/19: Requests marked as submitted

Since you or employees of your agency may work with markets outside Appulate but at the same time actively use Appulate for tracking the progress and productivity, we allow you to mark “Weblink” and “Email” requests for quote as “submitted” to these markets while they are actually not.

You or the employees of your agency may fill out a form on a market’s web portal to make a submission and want, for any reason, to register this information in the Appulate system. In this case, a duplicate submission to this market looks inappropriate whereas you cannot benefit from the Appulate functionality (change the Submission status, upload quote documents, or bind the policy) until the formal submission is made. Read more

Appulate release 12/06/18: Weblink submission by email

You can also make a Weblink submission by sending an email message to a market instead of using a call to its portal.

Markets employing a web portal to receive submissions may nevertheless require that information on middle- and high-risk enterprises should be emailed to them. And if you are aware of such requirements of a particular Weblink market, you can send your request for quote via email. To do it, in the Action column on the RFQ interface, click the right section of the Submit button (marked with an arrow) and then click Submit by Email. Read more

Appulate release 11/08/18

New market identifiers, other modifications to RFQ

Following feedback from our customers, we have introduced substantial improvements to a market list you see on the RFQ interface. And we hope these will not simply enhance your user experience and guide you through the submission process more clearly but will help you choose markets to work with more consciously and thus perform your work more effectively.

Among our improvements to the RFQ interface, you will find the following.

(1) “Lightning” icon () in front of a market name or next to a submarket name. It means that such a market or submarket has a configured quote generator that allows you to get estimated calculations and premium based on the parameters of your client almost immediately. Thus, as soon as you make a submission to a market with a “Lightning” icon or make a submission to a market whose selected submarket is marked with such an icon, you will instantly receive a quote document from this market or submarket or access the “Request Quote” or “Generate Quote” button, which also implies getting a quote document within seconds. Contrary to it, markets that are not marked with a “Lightning” icon and thus do not support quote generation will refer your submission to their underwriters to handle it manually. And this will undoubtedly take more time to get the response.

(2) New design of submission indicators.

(3) New design of market-related buttons in the “Action” column. Besides it, the “Options” () and “Login” () buttons are shown only if they are available for clicking. Otherwise, they are hidden.

(4) New design of “Submit” button. A green “Submit” button means that you have answered all the required questions asked by the respective market and are now allowed to request a quote from this market. We hope that the size and design of this button will be just an unobtrusive reminder to make a submission before leaving the page. An orange “Submit” button, in contrast, means that you have to make additional actions first, for example set an appointment with the market or answer all its questions. You can point to the button to find out what needs to be done.

Appulate release 10/11/18

UI changes to questionnaire

We continue polishing the interface of questionnaires on the Q&A tab and in the Q&A editor of the Forms tab to both ensure that our product meets current industry standards and make your work with our product even more comfortable.

This time we have

  • Redesigned the tabs representing sections with related questions (1).
  • Removed the “Hide/Show markets” button from the toolbar on the “Q&A” tab (2), which had previously been used to hide the list of markets above to expand the room for the questionnaire and show this list again. After the new way of choosing markets on the RFQ interface was introduced, this button became redundant.
  • Implemented new Previous section and Next section buttons to switch between neighboring sections (3). They have taken the place of the “Back” and “Continue” buttons used earlier to switch between neighboring subsections.
  • Made other slight UI changes (4): design, color, etc.
  • Read more

    Appulate release 10/04/18

    Integration of Limits, Ded., calculation details

    Since limit and deductible amounts are parameters that might significantly affect a final insurance premium, we have implemented a single dialog box, where one can view or enter both “Limits”/”Ded.” values and premium calculation details.

    When you click one of the following items on the RFQ interface, a dialog box containing up to two tabs opens: a “Generate Quote” button (if the premodifying is applicable), market name, limit value, deductible value, or premium.

    The Limits & Deductibles tab is used to change “Limits” and “Ded.” values (see the following figure) while the Rating tab, to manage the premium calculation data. Either tab can be hidden if the respective information is irrelevant: limits are not imposed, insurance costs does not include deductibles, or a carrier does not support interactive premium calculation.