Category: New Features

Filtering out non-required questions

When you work with a questionnaire on the Q&A tab, you can hide all optional and answered questions so as to focus your attention only on the questions you must answer to be allowed to make a submission.

The required and unanswered questions are marked with an asterisk in a questionnaire; the number of such questions is also shown within each respective questionnaire tab. To show only these questions, select the Required unanswered only check box on the toolbar above the questionnaire. If a particular tab contains no required and unanswered questions, it will also be hidden. Continue Reading

New columns in Book of Business report

We have added several new columns to the Book of Business report table; their purpose is to provide information related to the previously introduced Commission functionality.

The number and titles of the new columns available to you vary depending on the company you work for: an agency, MGA (see an example in the following figure), or carrier. Continue Reading

Address lookup for questionnaire

We have introduced an address lookup for the questionnaire on the Q&A tab and in the Q&A editor of the Forms tab to help you reduce keystrokes. When you start typing something in one of the address fields, Appulate gives you a list of suggested options based on your current location. The addresses which match exactly the characters you’ve entered are displayed at the top of the list and the matching parts are highlighted. When you choose an address from the list, dependent fields are automatically populated with the respective values. For example, as shown in the figure below, if you choose “Linkous Drive” as the Street Address, Appulate will set the value of City to “Florissant”, the value of State to “MO”, and the value of Zip code to “63031”. Continue Reading

Signing multiple forms

We have fine-tuned the preliminary steps of the request to bind process: now you can have your agents sign more than one form. Your company defines the list of forms that have to be signed before the request to bind can be sent to you. Also, you can indicate signers for each form (the agent, the applicant or both) and provide a list of documents that have to be uploaded. Continue Reading

Changes in Appulate statuses

We have updated the system of Appulate statuses introduced earlier and added two new Record statuses: “Quote Prepared” and “Quote Released”.

The users of a market

• see “Quote Prepared” when a quote document has been uploaded, generated, or received by this market but has not been sent to the agency. Earlier the Record status of “Quote in Progress” was shown in this case.
• see “Quote Released” when a prepared quote document available to this market has been released, i.e. sent to the agency. Earlier the Record status of “Quoted” was shown in this case.

The users of an agency

• see “Quote Prepared” when a quote document has been received by this agency. Earlier the Record status of “Quoted” was shown in this case.

Note: “Quote Released” is not available to agency users. “Quoted” is no longer used in Appulate. Continue Reading