Appulate release 11/16/17

Another way to add an insured

To make the interface of Appulate more user-friendly, we have added the ability to add a new prospect or customer on the New/Unassigned page using the new Add New button. The access to this function there looks natural and completely integrates with the business processes.

Note: To open the “New/Unassigned” page, click “New/Unassigned” on the “Quotes” menu. Continue Reading

Appulate release 11/02/17

Done column removed from questionnaires

We continue polishing the interface of questionnaires to make your work even more comfortable. This time we have removed the Done column that had previously been used as a To-Do list to mark questions as answered or reviewed. After the new way of controlling the answers to required questions was introduced, this column became redundant. The area of the questionnaires has also expanded. Continue Reading

Appulate release 10/26/17

Required question indicators on questionnaire

When you are filling out the questionnaire on the Q&A tab or when your partner or customer is filling out the questionnaire you have sent them, the number of questions required by the markets is shown for each questionnaire tab (section).

The number of required questions is defined by the markets you select in the list above. If no market is selected, there are no numbers indicating required unanswered questions on the tabs. When you select markets and start filling out the questionnaire, these numbers change interactively. After you have completed a section, the respective number disappears. Continue Reading

Appulate release 10/12/17

Commission: a new tab on the Policy page

We have introduced a new tab on the Policy page: Commission. This tab allows you to keep track of the commissions, fees, and your proceeds from binding policies. Simply enter the values for written premium and, depending on your role in the policy binding cycle, commission earned by your company, commission paid to your partners, and your fee; Appulate will calculate the rest. Continue Reading

Appulate release 10/05/17

Appulate help

Appulate help is now available on the main menu.

If you are looking for any information on how to use our products or you need a consultation with our support specialist, please click Help and open the tab whose name seems to match your needs.

  • “Documentation”: A manual on how to use Appulate.
  • “Articles”: Independent articles covering different topics (including FAQ).
  • “Training”: Online courses run by our customer service specialists.
  • “Video Tutorials”: Training video content.
  • “Contact Us”: A form to request assistance from our support team.
  • Continue Reading