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 ...
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 ...
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 ...
New Class Codes page
The Class Codes page has been redesigned to improve its usability and ensure the UI elements used on this page are consistent with the current industry standards.
This page contains ...
Contact Roles in insured company
A contact person within an insured company is associated with a new parameter: Contact Role, which replaced the earlier used “Contact Type”. You can specify ...
New Submission report
We have introduced the new report of Submissions to present statistical information on your company’s submission activity.
Note: To open this report, click “Submissions” ...
There is a new column in Quotes tables to display the date and time when the primary decision on a request for quotation was made: Quoted On. This decision may be the first provided quote document ...
We have redesigned our corporate blog to improve its usability. We have also added a set of new UI elements to facilitate your search for particular information or a post, namely search by keywords ...
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You can save the time your customers and agents spend on filling out a questionnaire form by specifying which questions they actually need to answer.
When you click the Send Questionnaire to ...
In the Quotes report, we have substituted new Pending and Quoted Ongoing columns for the previously used “Outstanding” one, whose purpose was to ...
You are able to see users who are working with you on the same questionnaire in parallel and which changes they have made. This will allow you to avoid uncoordinated actions and track the updates in ...
The “Agency” and “Market” pages have been redesigned to improve their usability and ensure the UI elements used on these pages are consistent with the current industry standards.
We have expanded ...
Two new columns have been added to the table on the Submission page: Limits and Ded. (Deductible).
The Limits column displays the maximum amount of benefits an insured customer can claim, ...
Market users are able to group data in the Quotes and Book of Business reports by markets.
The new tab of By Market has been added to the “Quotes” (see the following figure) and ...
The Agency Appointment functionality introduces appointment-related business rules in the Appulate system, which imply that an agency can work with a market without limitations only if this agency is ...
When a market user creates an application or policy and assigns it to an agency, this user is able not only select an existing agency user for assigning but also add a new one.
Note: ...
If a market requires a producer to be assigned to submit or redirect an application, an agency user is able to select a producer from any location of their company. Moreover, if an Agency code is required, ...
A new type of “Appulate Help” contents is now available: Articles.
The new Articles tab contains independent articles written by Appulate’s staff on different topics. ...
We have substituted new Quotes report for the previously used “Inbound Submissions / Quotes”, “Outbound Submissions”, “Quotes”, and “Bound ...
