Adding submarkets

Previously you might have had a problem if some MGAs worked with the carriers you are interested in, and it wasn’t reflected in Appulate. With this big product update, we are fixing this problem.

You can now add submarkets to submissions using the brand new Add submarkets button on the RFQ interface. It’ll help you access their Supplemental forms on the Forms tab and reflect your business arrangements in Appulate more accurately. Read more

Open brokerage markets in Appulate

We, in Appulate, want you to expand your markets and grow your business. Have you ever wanted to submit to companies without being appointed? You can now find open brokerage companies in Appulate and add them to your submission.

Our latest update includes a number of improvements in this direction.

Adding markets

1. To add markets, click Add markets in the Market Name column of the RFQ interface. Read more

Introducing notes

We’re launching notes to improve communication in Appulate. We’ve found out that our users make a lot of comments and decided to improve this popular feature.

You can now leave notes on markets, submarkets, and submissions. They’ll show up in real-time and can be used as a live chat for your company. That way, you can bring more collaboration into the process and make sure everyone is on the same page. Read more

Adding markets to requests for a quote by default

Have you ever wondered if a list of markets you often submit to can be fixed, so you don’t have to add them each time you make a new submission? Some of you have, that’s why, based on our customers’ feedback, we decided to automate these actions.

We’ve rolled out a new feature allowing you to choose what markets you want to always have on the RFQ interface whenever you create a new request for a quote. Read more