Insured Portal
The updated Insured Portal is one of the features released as part of Appulate 11. The portal is available to insured users. Agents can invite the insured to Appulate by adding them as an insured contact on the insured record’s…
Market Smart Q&A
Appulate’s Market Smart Q&A page allows you to save time and effort as it shows required questions related only to one market, whereas the Smart Q&A tab shows questions for an insurance line and all markets added on the Markets…
Favorite contacts in Appulate
Available to agencies and MGAs, Appulate’s favorite contacts feature is there to help you find and assign market contacts you are working with on a request for a quote. Favorite contacts are company-wide. You can mark a contact as favorite…
New policy interface
Appulate’s Policy interface becomes available when a policy is bound. Once bound, policies are available via the Policies menu. You can view all policies (All Policies) or a specific category (In Force, Terminated Policies, To Renew). To access a particular…
Scheduled submissions
You can schedule submissions in Appulate if your market supports Email or Weblink submissions. Set the time and date you want your request for a quote to be sent on whenever you send an email. You can also reschedule or…
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. We have introduced this big product update to fix this problem. You can now add submarkets…
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…
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…
Customize your Appulate workspace
We want Appulate to feel personal for your company. Our new settings let you choose which logo and color the header would have. Previously only carriers and MGAs could set their company’s logo instead of the Appulate logo. Now we’ve…
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’…
Introducing indications
We started to implement indications in the Appulate system a while ago. Now we’ve added new statuses to help you track the progress and minor tweaks to smooth your user experience. An indication is a non-binding rate of the estimated…
Quote cover page
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,…
Assigning Underwriter & CSR to agencies
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…
Redesigned quote buttons and a new feature for agents
We’ve rolled out some anticipated UI changes: 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…
Appulate launches Uplink 3.0!
We’ve finally rolled out Uplink 3.0 — a huge update our team has been tirelessly working on for months. Uplink is a free tool developed by Appulate that imports data from your AMS or any electronic document into Appulate. It…
Quote cover letter
Sometimes carriers and MGAs need to provide additional information in the proposal to the agency. For this reason, we’ve implemented a new feature to enhance better communication and save time. Carriers and MGAs can now send a quote cover letter…
UI changes to the market and quote buttons
We’ve worked hard to improve the appearance of market and quote buttons on the RFQ interface, making sure you get the best user experience. Previously these buttons were displayed as icons, and now they have been redesigned and grouped, making…
Appulate release 01/24/19
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…
Appulate release 12/06/18
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…
Appulate release 11/08/18
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…