Required question indicators on questionnaire
When you are filling out the questionnaire on the Q&A tab or when your partner or customer is filling out the questionnaire you have sent them, the number of questions required by the markets is shown for each questionnaire tab (section).
The number of required questions is defined by the markets you select in the list above. If no market is selected, there are no numbers indicating required unanswered questions on the tabs. When you select markets and start filling out the questionnaire, these numbers change interactively. After you have completed a section, the respective number disappears.
Commission: a new tab on the Policy page
We have introduced a new tab on the Policy page: Commission. This tab allows you to keep track of the commissions, fees, and your proceeds from binding policies. Simply enter the values for written premium and, depending on your role in the policy binding cycle, commission earned by your company, commission paid to your partners, and your fee; Appulate will calculate the rest.
Appulate help is now available on the main menu.
If you are looking for any information on how to use our products or you need a consultation with our support specialist, please click Help and open the tab whose name seems to match your needs.
Required documents for Agency Appointment
We continue improving the Agency Appointment functionality, whose purpose is to ensure that markets partner up only with reliable and trustworthy agencies. This time we introduce a solution that will prohibit agents from requesting an appointment with a market until they provide all required documents.