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APPULATE RELEASE 12/28/16

Real-time questionnaire synchronization

You are able to see users who are working with you on the same questionnaire in parallel and which changes they have made. This will allow you to avoid uncoordinated actions and track the updates in ...  Read more

APPULATE RELEASE 10/5/16

Agency Appointment

The Agency Appointment functionality introduces appointment-related business rules in the Appulate system, which imply that an agency can work with a market without limitations only if this agency is ...  Read more

APPULATE RELEASE 9/21/16

Adding new agency users by a market

When a market user creates an application or policy and assigns it to an agency, this user is able not only select an existing agency user for assigning but also add a new one.

Note: ...  Read more

APPULATE RELEASE 9/2/16

SELECTING A PRODUCER FROM ANOTHER LOCATION

If a market requires a producer to be assigned to submit or redirect an application, an agency user is able to select a producer from any location of their company. Moreover, if an Agency code is required, ...  Read more

APPULATE RELEASE 8/10/16

HELP: ARTICLES

A new type of “Appulate Help” contents is now available: Articles.

The new Articles tab contains independent articles written by Appulate’s staff on different topics. ...  Read more

Appulate 6.0 Launched

Appulate’s Largest Release To-Date Offers Carriers, MGAs and Retail Agents State Of The Art Rate, Quote, Bind, Issue Workflow Automation For All Lines Of Business

Agoura Hills, CA – July 15, 2016 ...  Read more

APPULATE RELEASE 6/27/16

PACKAGE COMMERCIAL LINES CONFIGURATION

Package Commercial insurance line is configured individually: it is associated with a set of coverage lines.

When a market user selects "Package Commercial" insurance line on the Insurance ...  Read more

APPULATE RELEASE 6/23/16

QUOTE DOCUMENT STATUS

Quote document status can be changed, which can influence the overall submission status.

When an agency user submits an application to a market and receives one or more quote documents in return, this ...  Read more

APPULATE RELEASE 6/17/16

NEW APPROACH TO SET UP INSURANCE LINES

The set of insurance lines with which an agency works is based on the selected markets providing these insurance lines.

Being an agent, you cannot select or unselect insurance lines on the Insurance ...  Read more