Category: New Features

New Appulate email template

One more Standard email template has been added for agency and market users.

We have expanded our list of templates to make correspondence between agencies and the insured on the one hand and markets and agencies on the other hand less time-consuming.

Agency users with role “Admin” can find the new Reply to insured template on the Standard Templates tab of the Email Templates page. This template contains a message to the insured regarding their policy or request for quote. Use the parameters featured on the right to customize your template.

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Renewed meaning assigned to statuses in Appulate

We have reviewed the set of record statuses denoting stages in the policy and request for quote lifecycle in the Appulate system. The record status allows you to track how far along you’ve come while working on a particular insured’s case. At certain points in the policy and request for quote lifecycle the corresponding statuses of the same record may not match on the agency’s and market’s sides.  

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New Class Codes page

The Class Codes page has been redesigned to improve its usability and ensure the UI elements used on this page are consistent with the current industry standards.

This page contains information about up-to-date industry codes, such as NAICS and NCCI, imported from the official resources, and provides convenient controls to easily find a particular one.

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Contact Roles in insured company

A contact person within an insured company is associated with a new parameter: Contact Role, which replaced the earlier used “Contact Type”. You can specify more than one role for a person.

You will encounter the new “Contact Roles” parameter in the following places:

• The Contacts tab of an insured page
• The Q&A tab (questionnaire)
• The Q&A editor on the Forms tab (questionnaire).

When you, for example, create a new or modify an existing record under Contact Information in a questionnaire, you can click in the Contact roles box and select a role from the drop-down list to associate it with the contact person (see the following figure). You can add more than one role.

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New Submission report

We have introduced the new report of Submissions to present statistical information on your company’s submission activity.

Note: To open this report, click “Submissions” on the “Reports” menu.

The Submissions report is used to show the list of markets your company made submissions to and which states these submissions (quotes) had. The “By Market” tab of the Quotes report, which was previously used for this purpose, has been removed.

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