Category: New Features

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. Continue Reading

Weblink submission by email

You can also make a Weblink submission by sending an email message to a market instead of using a call to its portal.

Markets employing a web portal to receive submissions may nevertheless require that information on middle- and high-risk enterprises should be emailed to them. And if you are aware of such requirements of a particular Weblink market, you can send your request for quote via email. To do it, in the Action column on the RFQ interface, click the right section of the Submit button (marked with an arrow) and then click Submit by Email. Continue Reading

New market identifiers, other modifications to RFQ

Following feedback from our customers, we have introduced substantial improvements to a market list you see on the RFQ interface. And we hope these will not simply enhance your user experience and guide you through the submission process more clearly but will help you choose markets to work with more consciously and thus perform your work more effectively. Continue Reading

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