Category: New Features

Market directory: New page on Appulate

The new “Appulate Market Directory” page allows you to search for markets by insurance line. It can be opened from the MGAConnect and ProducerConnect tabs on the main page of the Appulate site or using a direct link.

You can search for markets which support a particular insurance line by typing the name of that line in the text box or selecting it from the drop-down list. Search results are displayed in alphabetical order. Continue Reading

Email marketing campaigns

We are introducing a new opportunity for markets to conduct their email marketing campaigns using appropriate Appulate mail services. Being a market’s advertising or PR specialist, you can employ this reliable and time-tested tool, which we use ourselves, to send an unlimited number of email messages to your customers and partners. Continue Reading

New navigation on questionnaires

We have redesigned the toolbar above questionnaires on the Q&A tab and in the Q&A editor of the Forms tab, so that the UI elements are organized in a more comfortable and predictable way.

The following changes have been made:

• Sections grouping related questions are represented as tabs (1), not as items in the drop-down list. This solution visualizes navigation. You can open these tabs successively or in any other order to fill out a questionnaire.
• A list of active users who are working on a questionnaire is shifted (2). Besides the names of these users, this list also contains information on when the last modification was made and who did it.
• A list of additional functions opens when you click the “Wrench” button: Mark all “No”, Hide Reviewed, and Get XML (3).
• The new “Chevron” button is used to expand the room for the questionnaire by hiding the list of markets above (4). It is applicable only to the Q&A tab.
• The Done button is used to mark all questions of an open section or subsection as reviewed (5). Earlier this button was called “Mark all Done”.

• Additional buttons appear next to the tabs if all available tabs do not fit in the bar. Using these buttons, you can scroll the tabs (6) or open a list of them to quickly jump to the one you need (7).

File attachment to every email message

You can attach a file to any email message you send via Appulate, whether or not the type of this message needs attachments. Continue Reading

New Appulate email template

One more Standard email template has been added for agency and market users.

We have expanded our list of templates to make correspondence between agencies and the insured on the one hand and markets and agencies on the other hand less time-consuming.

Agency users with role “Admin” can find the new Reply to insured template on the Standard Templates tab of the Email Templates page. This template contains a message to the insured regarding their policy or request for quote. Use the parameters featured on the right to customize your template. Continue Reading

Renewed meaning assigned to statuses in Appulate

We have reviewed the set of record statuses denoting stages in the policy and request for quote lifecycle in the Appulate system. The record status allows you to track how far along you’ve come while working on a particular insured’s case. At certain points in the policy and request for quote lifecycle the corresponding statuses of the same record may not match on the agency’s and market’s sides.   Continue Reading