Required documents for Agency Appointment

We continue improving the Agency Appointment functionality, whose ...  Read more

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 ...  Read more

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 ...  Read more

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 ...  Read more

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 ...  Read more

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 ...  Read more

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 ...  Read more

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 ...  Read more

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” ...  Read more

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 ...  Read more

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 ...  Read more

 ...  Read more

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 ...  Read more

In the Quotes report, we have substituted new Pending and Quoted Ongoing columns for the previously used “Outstanding” one, whose purpose was to ...  Read more

Real-time questionnaire synchronization

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 ...  Read more

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.

Markets’ visibility to agencies

We have expanded ...  Read more

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, ...  Read more

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 ...  Read more

Agency Appointment

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 ...  Read more

Adding new agency users by a market

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: ...  Read more