New Insured page
Appulate’s brand-new Insured page contains all information about the Insured. It allows you to view or edit Insured information, and view their Quote requests and Policies.
To open an insured’s ...
Olga Nikulina
New Quote Request page
We’ve redesigned Appulate’s main page for requesting quotes. Forms, Loss Runs, Documents, and other relevant information can be found on separate pages. The interface and navigation are ...
Adding submarkets
Previously you might have had a problem if some MGAs worked with the carriers you are interested in, and it wasn’t reflected in Appulate. We have introduced this big product update to fix this ...
Open brokerage markets in Appulate
We, in Appulate, want you to expand your markets and grow your business. Have you ever wanted to submit to companies without being appointed? You can now find open brokerage companies in Appulate and ...
Introducing internal notes
We’re launching Internal notes to improve communication in Appulate. We’ve found out that our users make a lot of comments and decided to improve this popular feature.
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Customize your Appulate workspace
We want Appulate to feel personal for your company. Our new settings let you choose which logo and color the header would have.
Previously only carriers and MGAs could set their company’s logo instead ...
Adding markets to requests for a quote by default
Have you ever wondered if a list of markets you often submit to can be fixed, so you don’t have to add them each time you make a new submission? Some of you have, that’s why, based on our customers’ ...
Introducing indications
We started to implement indications in the Appulate system a while ago. Now we’ve added new statuses to help you track the progress and minor tweaks to smooth your user experience.
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Quote cover page
We continue to expand the quote functionality. This time we’re implementing a quote cover page for market users.
A quote cover page is an additional page attached to an uploaded or generated ...
Assigning Underwriter & CSR to agencies
Since Underwriters and CSRs typically work with particular agencies, we’ve decided to implement a new feature to reflect your business relations in Appulate.
Previously you had to specify an Underwriter ...
Redesigned quote buttons and a new feature for agents
We’ve rolled out some anticipated UI changes: redesigned the Upload Quote, Request Quote, and Generate Quote buttons on the RFQ interface and moved them to the Action column.
Previously they were ...
Appulate launches Uplink 3.0!
We’ve finally rolled out Uplink 3.0 — a huge update our team has been tirelessly working on for months.
Uplink is a free tool developed by Appulate that imports data from your AMS or any electronic ...
Quote cover letter
Sometimes carriers and MGAs need to provide additional information in the proposal to the agency. For this reason, we’ve implemented a new feature to enhance better communication and save time. Carriers ...
UI changes to the market and quote buttons
We’ve worked hard to improve the appearance of market and quote buttons on the RFQ interface, making sure you get the best user experience. Previously these buttons were displayed as icons, and now ...