Sort through submissions faster with our new record substatus feature. The substatus allows you to clarify what state an RFQ or Policy is currently in and track your progress. When you set a substatus for a record, it is only available to the users of your company and will not be visible to other companies working on this record.
Appulate introduces two-factor authentication (2FA) to strengthen the protection of your account from unauthorized access. 2FA means that besides your login and password you can use a one-time verification code sent to your cell phone number to confirm your identity when signing in to Appulate.
The administrator of each company registered with Appulate is expected to determine which level of account security their users need: only password or both password and verification code. To do it, they have to
When you work with a questionnaire on the Q&A tab, you can hide all optional and answered questions so as to focus your attention only on the questions you must answer to be allowed to make a submission.
The required and unanswered questions are marked with an asterisk in a questionnaire; the number of such questions is also shown within each respective questionnaire tab. To show only these questions, select the Required unanswered only check box on the toolbar above the questionnaire. If a particular tab contains no required and unanswered questions, it will also be hidden.
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.
We have introduced an address lookup for the questionnaire on the Q&A tab and in the Q&A editor of the Forms tab to help you reduce keystrokes. When you start typing something in one of the address fields, Appulate gives you a list of suggested options based on your current location. The addresses which match exactly the characters you’ve entered are displayed at the top of the list and the matching parts are highlighted. When you choose an address from the list, dependent fields are automatically populated with the respective values. For example, as shown in the figure below, if you choose “Linkous Drive” as the Street Address, Appulate will set the value of City to “Florissant”, the value of State to “MO”, and the value of Zip code to “63031”.