--- title: New policy interface – Appulate Blog description: Appulate’s Policy interface becomes available when a policy is bound. Once bound, policies are available via the Policies menu. You can view all policies ( --- [Skip to content](https://blog.appulate.com/new-policy-interface#main-content) [![Blog SVG](https://blog.appulate.com/hubfs/Blog%20SVG.svg "Blog SVG")](https://newblog.appulate.com/blog) [Book A Demo](https://info.appulate.com/schedule-a-demo) [All posts](https://blog.appulate.com/all) March 26, 2024 # New policy interface By  [Anastasia Krasilnikova](https://blog.appulate.com/author/anastasia-krasilnikova)  ·  3 minute read Appulate’s Policy interface becomes available when a policy is bound. Once bound, policies are available via the **Policies** menu. You can view all policies (**All Policies**) or a specific category (**In Force**, **Terminated Policies**, **To Renew**). To access a particular policy, click its name in the list. You will be redirected to the Policy interface. We’re introducing some changes to our Policy interface. When a policy is bound, you will be redirected to the **Policy** tab. The **Policy** tab represents the merged **Options** and **Policy Docs** tabs. The **Policy** tab contains basic information about a policy, as well as policy documents and actions you can perform upon them. It consists of the following sections: - **Policy**; - **My company**; - **Auto-renewal**; - **Actions**; - **Policy docs**; - **Policy details**. All valid information you enter will be autosaved. If some information you’ve entered is invalid, you’ll see a message indicating any errors. However, this won’t prevent you from switching to another tab of the Policy interface. ![Policy tab interface](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/Policy-tab-interface-1024x723-Mar-26-2024-09-44-16-6802-AM.png?width=900&name=Policy-tab-interface-1024x723-Mar-26-2024-09-44-16-6802-AM.png) ## Policy The Policy section includes the following fields: - **Carrier**: The name of the carrier that issued this policy. This is a required field for all policies. For policies with a bound market, this field is read-only (greyed out). This field gets filled out automatically when you click **Request to bind** on the RFQ interface. You can also fill this field out manually. When entering data, the field displays a dropdown list with autofill options. If a carrier you’ve entered doesn’t exist in Appulate, you’ll see the following message: ![Carrier message](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/Image-2021-05-25-17_25_06-png-Mar-26-2024-09-44-10-8402-AM.png?width=300&name=Image-2021-05-25-17_25_06-png-Mar-26-2024-09-44-10-8402-AM.png) - **Policy number**: The policy’s number. - **Premium**: The policy’s premium. Its value is synchronized with the value entered in the **Premium** field on this policy’s **Commission** tab. - **Substatus**: Detalization of the policy’s status. It’s used for tracking progress with this record. You can enter a custom substatus in the text field or select a default one from the dropdown list (**Additional Info Requested**, **Assigned**, **Information Received**, **Ready to Underwrite**, **Submitted**). The **Substatus** field allows up to 300 characters. The substatus will only be available to your company’s users. It doesn’t influence the record status. - **This policy is a renewal**: A checkbox that indicates whether this policy is a renewal of an existing policy (if selected) or not. ## My company ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/my-company-Mar-26-2024-09-44-17-0308-AM.jpg?width=300&name=my-company-Mar-26-2024-09-44-17-0308-AM.jpg) This section contains the following fields: - **Producer** (or **Underwriter**): The company’s Producer or Underwriter user who has been assigned to this policy. - **CSR**: The company’s CSR user who has been assigned to this policy. The **Underwriter** and **CSR** fields are synchronized with the **Assigned Underwriter & CSR** setting on the **Agency Info** tab. Whenever a new Underwriter and CSR is assigned on this tab (either manually or automatically), a record update notification is sent to the submitting company. ## Auto-renewal ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/auto-renewal-Mar-26-2024-09-44-12-3184-AM.png?width=300&name=auto-renewal-Mar-26-2024-09-44-12-3184-AM.png) The **Auto-renewal** checkbox allows you to automatically renew an expiring policy. If selected, a new RFQ with the same parameters will be created on the specified date. The date will be updated if you change the **Effective Date** on the **Policy** interface. This setting is applicable only to policies with the **Active Policy** or **Expired Policy** status. It’s only available if the **Auto-renewal** setting has been selected on the **Settings** page. ## Actions ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/actions-Mar-26-2024-09-44-15-1471-AM.jpg?width=300&name=actions-Mar-26-2024-09-44-15-1471-AM.jpg) This section contains the following buttons: - **Create renewal**: Allows you to manually renew an expiring policy. - **Cancel policy**: Allows you to cancel this policy. A policy can be canceled by both the company that created it (agency or MGA) and the company that received it (market). - **More actions** (kebab-menu button): Opens a dropdown list with additional actions: **Revert to request for quote** and **Delete policy**. If there’s only one additional action available, it will be shown separately. There’ll be no menu available. If you click **Delete policy**, you’ll see a confirmation dialog: ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/delete-policy-dialog-Mar-26-2024-09-44-20-6130-AM.jpg?width=300&name=delete-policy-dialog-Mar-26-2024-09-44-20-6130-AM.jpg) ## Policy docs The **Policy docs** section contains uploaded policy documents. For some markets, this section can also contain documents generated during policy binding, as well as policy forms bound to this market and insurance line. ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/policy-docs-section-1-Mar-26-2024-09-44-19-7420-AM.png?width=700&name=policy-docs-section-1-Mar-26-2024-09-44-19-7420-AM.png) You can upload a document by: - clicking **Upload** at the top of the section; - dragging a document from your files and dropping it onto the section. Each document is displayed with: - its name. Clicking it downloads the document. The lock icon ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/locked-Mar-26-2024-09-44-20-0237-AM.png?width=25&height=22&name=locked-Mar-26-2024-09-44-20-0237-AM.png) near a document’s name indicates that it is only visible to the users of your company; - the date on which it was uploaded or generated. For policy forms, this isn’t shown; - the name of the person who uploaded or generated it. For policy forms, this isn’t shown; - a set of available actions. The following actions are available: - Clicking the **Edit** icon ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/edit-icon-Mar-26-2024-09-44-13-5071-AM.png?width=24&height=23&name=edit-icon-Mar-26-2024-09-44-13-5071-AM.png) opens the **Document Markup** dialog. There, you can change the document’s name and visibility, as well as add notes. - Clicking the kebab-menu icon ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM.png?width=16&height=24&name=kebab-menu-icon-Mar-26-2024-09-44-15-4309-AM.png) opens the **More actions** menu. There, you can opt for sending the document by email or fax, or deleting it altogether. If you click **Delete** in a document’s **More actions** menu, you will see a confirmation dialog: ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/delete-dialog-Mar-26-2024-09-44-18-6722-AM.png?width=300&name=delete-dialog-Mar-26-2024-09-44-18-6722-AM.png) You cannot edit or delete generated policy documents. You can edit and email policy forms, but you cannot delete them. ## Policy details The **Policy details** section displays the policy’s coverages, limits, deductibles, and other related information. It is visible to all companies associated with this policy if: - the carrier is in Appulate’s database; - the carrier has the necessary configurations. ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/policy-details-section-1-Mar-26-2024-09-44-09-8331-AM.png?width=686&height=240&name=policy-details-section-1-Mar-26-2024-09-44-09-8331-AM.png) If you want to make some changes, click **Edit** at the section’s top-right corner. If the policy is available in a read-only mode, the **Edit** button will be hidden. For now, the **Edit** button is also hidden for viewers. A dialog will appear informing you that the changes will only apply in Appulate. Click **Edit** to proceed. ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/edit-dialog-1-Mar-26-2024-09-44-07-6623-AM.png?width=300&name=edit-dialog-1-Mar-26-2024-09-44-07-6623-AM.png) This will open the **Policy details** dialog. Any changes you make there will be saved automatically. ![](https://blog.appulate.com/hs-fs/hubfs/Imported_Blog_Media/Policy-details-dialog-1-Mar-26-2024-09-44-12-0023-AM.png?width=688&height=441&name=Policy-details-dialog-1-Mar-26-2024-09-44-12-0023-AM.png) If the policy has no details (e.g. if you create it as a renewal), the section will display an empty state. You can fill in the details by clicking **Edit**. ![](https://blog.appulate.com/hubfs/Imported_Blog_Media/filling%20in%20empty%20policy%20details-Mar-26-2024-09-44-06-5124-AM.gif) Share [facebook-f icon](http://www.facebook.com/share.php?u=https://blog.appulate.com/new-policy-interface) [Share this page on LinkedIn](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.appulate.com/new-policy-interface) [Share this page on Twitter](https://twitter.com/intent/tweet?url=https://blog.appulate.com/new-policy-interface) [Share this page on Pinterest](http://pinterest.com/pin/create/link/?url=https://blog.appulate.com/new-policy-interface) [Share this page on Email](mailto:?body=https://blog.appulate.com/new-policy-interface) ## Related posts [![Insured Portal](https://blog.appulate.com/hubfs/raw_assets/public/blog-post-appulate/images/img-blog-card-default.png)](https://blog.appulate.com/insured-portal) ### [Insured Portal](https://blog.appulate.com/insured-portal) [![Appulate Launches ACORD XML](https://blog.appulate.com/hubfs/raw_assets/public/blog-post-appulate/images/img-blog-card-default.png)](https://blog.appulate.com/appulate-launches-acord-xml) [Press Releases](https://blog.appulate.com/tag/press-releases) ### [Appulate Launches ACORD XML](https://blog.appulate.com/appulate-launches-acord-xml) [![Appulate Launches Commission Tracker](https://blog.appulate.com/hubfs/raw_assets/public/blog-post-appulate/images/img-blog-card-default.png)](https://blog.appulate.com/appulate-launches-commission-tracker) [Press Releases](https://blog.appulate.com/tag/press-releases) ### [Appulate Launches Commission Tracker](https://blog.appulate.com/appulate-launches-commission-tracker) [![Appulate Logo](https://blog.appulate.com/hubfs/Blog%20SVG-1.svg "Appulate Logo")](http://appulate.com) [facebook-f icon](https://www.facebook.com/Appulate) [Follow us on LinkedIn](https://www.linkedin.com/company/appulate-inc/) [Follow us on 𝕏](https://twitter.com/Appulate/) [Follow us on YouTube](https://www.youtube.com/@Appulate) **About** [Home](https://appulate.com/?browse) [Appulate 101](https://info.appulate.com/tutorial) [Contact](https://info.appulate.com/schedule-a-demo) **Resources** [Market Directory](https://appulate.com/market-directory) [Help Center](https://help.appulate.com/en/knowledge) [Sign In](https://appulate.com/signin) © 2005-2026 APPULATE INC. ```json { "@context" : "http://schema.org", "@type" : "Article", "author" : { "@type" : "Person", "name" : [ "Anastasia Krasilnikova" ], "url" : "https://blog.appulate.com/author/anastasia-krasilnikova" }, "datePublished" : "2024-03-26T12:29:13+0000", "description" : "Appulate’s Policy interface becomes available when a policy is bound. 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