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.
Quote cover letter
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.
UI changes to the market and quote buttons
We’ve worked hard to improve the appearance of market-related and quote-related buttons on the =&0=&, 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:
- a green button means this command can be performed, i.e. you have fulfilled all the requirements and now can proceed further.
- an orange button shows that this action is not available due to specific reasons (e.g. a market you are submitting to requires an appointment). These reasons are listed in a tooltip that will appear as soon as you click the button.
Requests marked as submitted
Since you or employees of your agency may work with markets outside Appulate but at the same time actively use Appulate for tracking the progress and productivity, we allow you to mark “Weblink” and “Email” requests for quote as “submitted” to these markets while they are actually not.
You or the employees of your agency may fill out a form on a market’s web portal to make a submission and want, for any reason, to register this information in the Appulate system. In this case, a duplicate submission to this market looks inappropriate whereas you cannot benefit from the Appulate functionality (change the Submission status, upload quote documents, or bind the policy) until the formal submission is made.
The introduced solution is to click the right section of the Submit button and then click the Mark as Submitted command on the RFQ interface. This action emulates the situation as though a real submission via Appulate had been made.
Note: Markets that use a web portal for a particular insurance line are registered with Appulate as ones supporting a Weblink or Email submission for this insurance line. Thus, the action is applicable only to Weblink and Email submission types, no matter whether a standard submission is allowed or not.