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 and CSR on the Options tab, in the Policies and Quotes menus for every RFQ or Policy, but it makes a lot more sense to have a separate setting. Plus, you’ll avoid a tedious work assigning them every time you get a new submission.
We have redesigned the Upload Quote, Request Quote and Generate Quote buttons on the RFQ interface and moved them to the Action column. Previously they were located under markets in the Market name column making the interface look a bit overloaded and odd. Now all the market and quote actions are in one place and feel more put together.
Uplink is a free tool developed by Appulate that is used to import data from your AMS or any electronic document into Appulate. It saves a lot of time and simplifies the submission process as it uses ACORD data to manage customer information in Appulate or send it directly to carriers.
We are finally introducing a new version of this tool with the expanded functionality.
Market users now can send a quote cover letter to their agencies directly from Appulate.
Sometimes you need to provide additional information in the proposal to the agency, for this reason, we’ve implemented a new feature to enhance better communication in Appulate and save your time.
We’ve worked hard to improve the appearance of market-related and quote-related buttons on the RFQ interface, making sure you get the best experience. Previously these buttons were displayed as icons, now they have been redesigned and grouped together making the interface look neater and structured better.
Here are a couple of enhancements you’ll find: