Package Commercial insurance line is configured individually: it is associated with a set of coverage lines.
When a market user selects "Package Commercial" insurance line on the Insurance ...
Quote document status can be changed, which can influence the overall submission status.
When an agency user submits an application to a market and receives one or more quote documents in return, this ...
The set of insurance lines with which an agency works is based on the selected markets providing these insurance lines.
Being an agent, you cannot select or unselect insurance lines on the Insurance ...
New choice to configure your custom mail protocol to send email messages: MS Exchange.
Appulate uses its SMTP configuration and a special approach to prevent your incoming email messages from being marked ...
A lookup list appears to assist you in entering the insured’s address, city, state, or zip.
On the Insured page, start typing an address, city, state, or zip. After you have typed ...
From now on, Producer and/or CSR can only be attached at a quote's / policy's level. This means that different quotes/policies pertaining to the same insured can be assigned different Producer ...
You can now designate your company’s user as an “In-House User”. This is meant for users that do not normally interact with external parties, i.e. senior managers or support staff.
An in-house ...
A new flag, Appointed with our market, was introduced for market’s agency properties. “Appointment” means that, for example, there is a commission sharing agreement ...
After an agency sends an uploaded quote to an insured by email, the status of the quote will be automatically changed to Sent To Insured, regardless of the submission type for the respective ...
Send Questionnaire to Complete button on the Q&A tab of the Quote view has been replaced with a new icon and moved to the top bar of ...
The quote views for agencies and markets have been revised to accommodate the new statuses. You can access the views from the Quotes dropdown in the top menu.
Three views are now available ...
Appulate now has three new Declined by Market statuses that allow to more specifically communicate the reason a submission has been declined:
Markets that use Appulate submission type can assign Declined ...
A new search interface has been implemented for the Insured view. You can type a search term into the box and click "Search", and all insureds whose details contain the search term will be ...
Insured Type Separation: Business / Person
This new control allows to determine from the start whether the insured is a business or a person. Combined with ...
Asterisk for required documents
When Notice of Cancellation and/or Declaration Page attachments are required as part of a submission, ...
Internet Explorer 8 is no longer supported
To improve user experience, all users are encouraged to upgrade to current browsers. IE8 is no longer supported. IE9 users will continue to be prompted to update their browsers.Appulate user maintenance events now available in Activities Page
Additional values (associated with user maintenance activities) are now added to the Activity Page:Restrict non-admin users from selecting/unselecting markets
New option (in settings) ...
Create Policy or Quote
When creating a new file in Appulate you now have the choice to create either a Policy or a Quote.
For policies, you will see options for Premium, Policy Number and Carrier.
For ...
This section of the document lists out all the new enhancements, defect fixes and known issues in the product sent as part of the present release. This release will be made available in ...
New Appulate Release!
Status changes are now done automatically, so that you no longer have to keep track of it yourself.
We have a new area to upload quotes, right under the market’s name.
For markets ...
New Appulate Release!
Status changes are now done automatically, so that you no longer have to keep track of it yourself.
We have a new area to upload quotes, right under the market’s name.
For markets ...
