Release 5.0 Features

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 appulate.com ...  Read more

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 ...  Read more

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 ...  Read more

Merge PDF

The "Merge PDF" button allows you to merge multiple PDFs in Appulate, into 1 file.

Here are the steps:

1. Chose the files you want to merge together and click on the “Merge PDF” ...  Read more

Editing Forms in Q&A

Sort fields in tables by ascending or descending order. Just click on any of the category titles:

Email Submission Gets a Sleaker Look

The preschedule button, which allows you ...  Read more

Complete Forms by Email

With Appulate, you can give the Agent, Insured or Broker easy access to filling out ACORDs and supplementals. Just click on the “Send Link” icon next to your selected ...  Read more

As Always, Appulate Release Thursday, brings exciting new updates and features. Please take a look at the highlights below for some of our latest updates.

LossRunner:

Now you can upload the insured’s ...  Read more

Welcome to Appulate Release Thursday!

Here are some updates that were made to Appulate today:

Forms

Our “Forms” feature has be updated. It now allows you to print all of your forms into one ...  Read more

Do you have vehicle information in an excel sheet and need to enter it in Appulate?

Now it is easier than ever to enter that existing information. Simply click on the Excel icon and it will launch an ...  Read more

In the “Marketing” or "Prequalification" section, you will notice that we have compressed the “Action” and “Quote” columns and instead of words like “Submit”, ...  Read more

LossRunner 4.0 is  officially here! It is our new and improved loss run requesting tool which is very easy to use and secure for your prospect, using electronic signature.

Just simply ...  Read more

Appulate continues to improve your submission workflow. Instead of having to go to the Q&A/Forms section to edit ACORDs and supplementals, you can now work on them right from the Marketing section, ...  Read more

All of your customers are still listed in alphabetical order on the main Insured page. Now you can search by Name, Insured ID, Producer, CSR, or Creation Date.

 

You can also search by the Insured’s ...  Read more

Appulate’s Documents section, under the Marketing tab, has just been updated to automatically include any forms that you have in the ‘Q&A/Forms’ section.

Also, to make editing faster ...  Read more

We have introduced two key factors that will enhance our popular new feature, the Work Comp Comparative Rater. Territory Factor and Terrorism Rate are now included and can be examined in the Detailed ...  Read more

Appulate MGA and Wholsaler partners: adding your agencies in Appulate just got a lot easier! Log in to your account and go to the ‘Agencies’ section. You will now see a button that says ...  Read more

Now you can edit more fields right in the Detailed Calculation Worksheet for our Work Comp Comparative Rater! Just select your market in the 'Marketing' section and click on the estimated ...  Read more

Now you can edit the carrier Schedule Modification parameter, right in the worksheet! This allows you to fine-tune the estimated premium calculation for that market:

Track your movements in Appulate with our new Activity Log. The Activity Log will help you track the date and time when you:

-Created a new customer

-Created a new policy

-Updated policy information

It ...  Read more

Appulate’s Real-Time Work Comp Comparative Rater keeps getting better! Now when you open up the detailed calculation work sheet, you can turn it into a PDF. By turning into a PDF you can of course, ...  Read more