Category: New Features

UI changes to questionnaire

We continue polishing the interface of questionnaires on the Q&A tab and in the Q&A editor of the Forms tab to both ensure that our product meets current industry standards and make your work with our product even more comfortable.

This time we have

Redesigned the tabs representing sections with related questions (1). Removed the “Hide/Show markets” button from the toolbar on the “Q&A” tab (2), which had previously been used to hide the list of markets above to expand the room for the questionnaire and show this list again. After

the new way of choosing markets on the RFQ interface Continue Reading

Integration of Limits, Ded., calculation details

Since limit and deductible amounts are parameters that might significantly affect a final insurance premium, we have implemented a single dialog box, where one can view or enter both “Limits”/”Ded.” values and premium calculation details.

When you click one of the following items on the RFQ interface, a dialog box containing up to two tabs opens: a “Generate Quote” button (if the premodifying is applicable), market name, limit value, deductible value, or premium. Continue Reading

Record Substatus

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. Continue Reading

Two-factor authentication

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 Continue Reading

Filtering out non-required questions

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. Continue Reading