Appulate release 02/08/18

New columns in Book of Business report

We have added several new columns to the Book of Business report table; their purpose is to provide information related to the previously introduced Commission functionality.

The number and titles of the new columns available to you vary depending on the company you work for: an agency, MGA (see an example in the following figure), or carrier. Continue Reading

Appulate release 12/21/17

Changes in Appulate statuses

We have updated the system of Appulate statuses introduced earlier and added two new Record statuses: “Quote Prepared” and “Quote Released”.

The users of a market

  • see “Quote Prepared” when a quote document has been uploaded, generated, or received by this market but has not been sent to the agency. Earlier the Record status of “Quote in Progress” was shown in this case.
  • see “Quote Released” when a prepared quote document available to this market has been released, i.e. sent to the agency. Earlier the Record status of “Quoted” was shown in this case.

The users of an agency

  • see “Quote Prepared” when a quote document has been received by this agency. Earlier the Record status of “Quoted” was shown in this case.

Note: “Quote Released” is not available to agency users. “Quoted” is no longer used in Appulate. Continue Reading

Appulate release 12/14/17

Mark-all-No function

The “Mark-all-No” function, which many Appulate users find useful, is now represented as a button.

When you or your partners are filling out a questionnaire on the Q&A tab, in the Q&A editor of the Forms tab, or in any other form, the new Mark all “No” button can be used to answer “No” to all shown Yes/No questions at a time. You will find this button either on the toolbar if the open tab (section) has no subsections or in the upper-right corner of the open subsection. And thus it will affect all the Yes/No questions of this section or subsection, respectively. Continue Reading

Appulate release 12/07/17

Business types vs. NAICS codes

Depending on your company’s internal settings, you and the other users of your company can identify an insured company’s activities not only by business type, as it was earlier, but also by NAICS code.

When you create a new or modify an existing insured company in Appulate, you can specify either business types or NAICS codes (see the following figure) on the Insured tab to define this company’s activities. Only one parameter is available, you cannot specify both, but they are interchangeable: Continue Reading

Appulate release 11/16/17

Another way to add an insured

To make the interface of Appulate more user-friendly, we have added the ability to add a new prospect or customer on the New/Unassigned page using the new Add New button. The access to this function there looks natural and completely integrates with the business processes.

Note: To open the “New/Unassigned” page, click “New/Unassigned” on the “Quotes” menu. Continue Reading