admin

Done column removed from questionnaires

We continue polishing the interface of questionnaires to make your work even more comfortable. This time we have removed the Done column that ...  Read more

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 ...  Read more

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 ...  Read more

Appulate help

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 ...  Read more

Required documents for Agency Appointment

We continue improving the Agency Appointment functionality, whose ...  Read more

Market directory: New page on Appulate

The new “Appulate Market Directory” page allows you to search for markets by insurance line. It can be opened from the MGAConnect ...  Read more

Email marketing campaigns

We are introducing a new opportunity for markets to conduct their email marketing campaigns using appropriate Appulate mail services. Being a market’s advertising or PR specialist, you can employ ...  Read more

New navigation on questionnaires

We have redesigned the toolbar above questionnaires on the Q&A tab and in the Q&A editor of the Forms tab, so that the UI elements are organized in a more comfortable and predictable way.

The ...  Read more

New Appulate email template

One more Standard email template has been added for agency and market users.

We have expanded our list of templates to make correspondence between agencies and the insured ...  Read more

Renewed meaning assigned to statuses in Appulate

We have reviewed the set of record statuses denoting stages in the policy and request for quote lifecycle in the Appulate ...  Read more

New Class Codes page

The Class Codes page has been redesigned to improve its usability and ensure the UI elements used on this page are consistent with the current industry standards.

This page contains ...  Read more

Contact Roles in insured company

A contact person within an insured company is associated with a new parameter: Contact Role, which replaced the earlier used “Contact Type”. You can specify ...  Read more

New Submission report

We have introduced the new report of Submissions to present statistical information on your company’s submission activity.

Note: To open this report, click “Submissions” ...  Read more

There is a new column in Quotes tables to display the date and time when the primary decision on a request for quotation was made: Quoted On. This decision may be the first provided quote document ...  Read more

We have redesigned our corporate blog to improve its usability. We have also added a set of new UI elements to facilitate your search for particular information or a post, namely search by keywords ...  Read more

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You can save the time your customers and agents spend on filling out a questionnaire form by specifying which questions they actually need to answer.

When you click the Send Questionnaire to ...  Read more