Appulate’s Co-Founder and President Awarded By Finance Monthly’s Fintech Awards

Appulate Media Coverage

Appulate Contact:
Margo Gullick
2801 Townsgate Road, Suite 210
Westlake Village, CA 91361
mgullick@appulate.com

Appulate’s Co-Founder and President Awarded By Finance Monthly’s Fintech Awards


Finance Monthly Magazine Awards Jeffrey Harris 2018 Entrepreneur Of The Year

Westlake Village, CA – December 19, 2017 Appulate, Inc., “Connecting The World Of Insurance” is excited to announce that it’s Co-Founder and President has been recognized as the 2018 Entrepreneur Of The Year by Finance Monthly. Continue Reading

Appulate release 12/14/17

Mark-all-No function

The “Mark-all-No” function, which many Appulate users find useful, is now represented as a button.

When you or your partners are filling out a questionnaire on the Q&A tab, in the Q&A editor of the Forms tab, or in any other form, the new Mark all “No” button can be used to answer “No” to all shown Yes/No questions at a time. You will find this button either on the toolbar if the open tab (section) has no subsections or in the upper-right corner of the open subsection. And thus it will affect all the Yes/No questions of this section or subsection, respectively. Continue Reading

Myron Steves Offers Appulate To Agents!

Appulate Media Coverage

Appulate Contact:
Margo Gullick
2801 Townsgate Road, Suite 210
Westlake Village, CA 91361
mgullick@appulate.com

Myron Steves Offers Appulate To Agents

Upload via Appulate Now Available

Houston, TX – December 11, 2017 Myron Steves is excited to announce that it is now offering automated upload capabilities for agents through a relationship with Appulate. The automation will give agents the ability to bridge ACORD and other data directly from their agency management systems to expedite the submission and quoting process. Continue Reading

Appulate release 12/07/17

Business types vs. NAICS codes

Depending on your company’s internal settings, you and the other users of your company can identify an insured company’s activities not only by business type, as it was earlier, but also by NAICS code.

When you create a new or modify an existing insured company in Appulate, you can specify either business types or NAICS codes (see the following figure) on the Insured tab to define this company’s activities. Only one parameter is available, you cannot specify both, but they are interchangeable: Continue Reading

Appulate release 11/16/17

Another way to add an insured

To make the interface of Appulate more user-friendly, we have added the ability to add a new prospect or customer on the New/Unassigned page using the new Add New button. The access to this function there looks natural and completely integrates with the business processes.

Note: To open the “New/Unassigned” page, click “New/Unassigned” on the “Quotes” menu. Continue Reading