Introducing internal notes
We’re launching Internal notes to improve communication in Appulate. We’ve found out that our users make a lot of comments and decided to improve this popular feature.
We’re launching Internal notes to improve communication in Appulate. We’ve found out that our users make a lot of comments and decided to improve this popular feature.
Agoura Hills, CA — If you are reading this month’s “Rough Notes” magazine, make sure to read the article, “A Giant Step Towards Efficiency”. The article, written by Nancy Doucette, highlights the way brokers and carriers are utilizing upload capabilities to drive efficiency.
Do you have vehicle information in an excel sheet and need to enter it in Appulate?
Agoura Hills, CA — Appulate, Inc. is pleased to announce the hiring of Leslie Curtis as its new National Sales Manager.
In Appulate you can electronically submit to all of your markets for quotes but now when you get those quotes back you can upload them into Appulate. This is located in the Marketing section under Quote.
IPMG Creates Submission Automation Efficiencies Via Appulate
We continue to expand the quote functionality. This time we’re implementing a quote cover page for market users.
We’ve rolled out some anticipated UI changes: redesigned the Upload Quote, Request Quote, and Generate Quote buttons on the RFQ interface and moved them to the Action column.
Westlake Village, CA – May 18, 2022 – The launch of BrokerConnect gives advanced retail agencies and wholesalers game-changing options at a fraction of typical industry costs.
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: