Market users now can send a quote cover letter to their agencies directly from Appulate.
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.
1. To send a quote cover letter, click the Release button on the RFQ interface.
We’ve worked hard to improve the appearance of market-related and quote-related buttons on the RFQ interface, making sure you get the best experience. Previously these buttons were displayed as icons, now they have been redesigned and grouped together making the interface look neater and structured better.
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.
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.
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.