SELECTING A PRODUCER FROM ANOTHER LOCATION

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, ...  Read more

HELP: ARTICLES

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. ...  Read more

REPORTING REDESIGN

We have substituted new Quotes report for the previously used “Inbound Submissions / Quotes”, “Outbound Submissions”, “Quotes”, and “Bound ...  Read more

PACKAGE COMMERCIAL LINES CONFIGURATION

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 ...  Read more

QUOTE DOCUMENT STATUS

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 ...  Read more

NEW APPROACH TO SET UP INSURANCE LINES

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 ...  Read more

MS EXCHANGE SUPPORT

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 ...  Read more

ADDRESS LOOKUP

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 ...  Read more

Producer and CSR Assignment Removed From the Insured Level

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 ...  Read more

In-House User Designation

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 ...  Read more

Appointed Agency Flag

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 ...  Read more

Quote Sent to Insured Status Update

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 ...  Read more

Minor UI changes for Quote view

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 ...  Read more

Quote Views Makeover

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. 

Quote Views for Agencies

Three views are now available ...  Read more

Specific Declined By Market Statuses

Appulate now has three new Declined by Market statuses that allow to more specifically communicate the reason a submission has been declined:

• Declined by Market (Reserved) – another agent had already submitted a quote for this insured before you did,
• Declined by Market (No Appetite) – this insured did not fulfil the market’s underwriting criteria, 
• Declined by Market (Other) – the quote was declined for some other reason. 

Markets that use Appulate submission type can assign Declined ...  Read more

New search interface on Insured view

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 listed.

Note: when searching by a FEIN or a SSN, you must enter it in full, as partial matching is not supported for these fields. Also, search by insured IDs is not possible.

For a more specific search, click on the “Advanced Search” control. Search boxes and additional controls to fine-tune your search shall appear.

EMS user control settings

By checking the Allow Users to Control Desired Email Updates Themselves checkbox under

Setup -> Settings ->
 ...  Read more

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  ...  Read more

Asterisk for required documents            

When Notice of Cancellation and/or Declaration Page attachments are required as part of a submission, ...  Read more

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:

• User creation
• User deactivation
• Password reset

These will now show in the Activity type column.

Restrict non-admin users from selecting/unselecting markets 

New option (in settings) ...  Read more

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 ...  Read more