We continue to expand the quote functionality. This time we’re implementing a quote cover page for market users.
A quote cover page is an additional page attached to an uploaded or generated quote. This feature is implemented mainly for MGAs, since they need to provide information that affects the policy premium, such as commissions, or binding requirements not included in the quote. To turn on this feature for your company, please contact us at sales@appulate.com.
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.
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.