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7-23-2015 Appulate Release

Internet Explorer 8 is no longer supported

To improve user experience, all users are encouraged to upgrade to current browsers. IE8 is no longer supported. IE9 users will continue to be prompted to update their browsers. 

Appulate user maintenance events now available in Activities Page

Additional values (associated with user maintenance activities) are now added to the Activity Page:
  • User creation
  • User deactivation
  • Password reset
These will now show in the Activity type column.

Restrict non-admin users from selecting/unselecting markets 

New option (in settings) ...  Read more

7-2-2015 Release

Create Policy or Quote

When creating a new file in Appulate you now have the choice to create either a Policy or a Quote.

For policies, you will see options for Premium, Policy Number and Carrier.

For ...  Read more

Appulate 5.0 Release

Release 5.0 Features

This section of the document lists out all the new enhancements, defect fixes and known issues in the product sent as part of the present release.   This release will be made available in appulate.com effective June 10, 2015.

Prior to June 10th,

  • These features can be viewed directly by accessing the Appulate Beta Test Site.http://www.appulatebeta.com
  • Access to appulatebeta.com, can be accomplished with your existing credentials.

New Features

This section holds all the enhancements and change requests deployed within the current release.

1. UI Change- Remove Summary Tab

Description:  New design of the tab layouts to create a less cluttered appearance to the users.    This entails moving several fields from the summary tab and combining within the existing Insured and policy tabs.

Old View (Market/Carrier)

New View (Market/Carrier)

Old view Agent (Prequalification/Marketing)

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New View Agent (Prequalification/Marketing)

2. UI Change Location Management

Description:  UI Changes to help make location edits easier to complete.
Old View (Market/Carrier)

New View (Market/Carrier) – This view provides a listing of locations, and ability to edit from right hand column.

Users can select the pencil icon, and will be taken into a screen specific to that location.

Old View (Agent)

New view (Agent)

3. UI CHANGE -Removing extra columns to Policy Views  

Description:  Removing Columns from the Policy Views.

New View – Note the unnecessary columns were removed.

4.

 ...  Read more

Appulate Release

New Appulate Release!

Status changes are now done automatically, so that you no longer have to keep track of it yourself.

We have a new area to upload quotes, right under the market’s name.

For markets ...  Read more

Appulate Release

New Appulate Release!

Status changes are now done automatically, so that you no longer have to keep track of it yourself.

We have a new area to upload quotes, right under the market’s name.

For markets ...  Read more

Appulate Release

Merge PDF

The "Merge PDF" button allows you to merge multiple PDFs in Appulate, into 1 file.

Here are the steps:

1. Chose the files you want to merge together and click on the “Merge PDF” ...  Read more

Updates in Appulate

Welcome to Appulate Release Thursday!

Here are some updates that were made to Appulate today:

Forms

Our “Forms” feature has be updated. It now allows you to print all of your forms into one ...  Read more

Kathy Trimble Joins Appulate

Appulate Media Coverage

Appulate Contact:

Bryan Stuart

28348 Roadside Dr.

Suite 201

Agoura Hills, CA 91301

(818) 717-7301

bstuart@appulate.com

Kathy Trimble Joins Appulate

Industry Veteran Bolsters Appulate’s ...  Read more