Changes in Appulate statuses

We have updated the system of Appulate statuses introduced earlier and added two new Record statuses: “Quote Prepared” and “Quote Released”.

The users of a market ...  Read more

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 ...  Read more

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 ...  Read more

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 ...  Read more

Done column removed from questionnaires

We continue polishing the interface of questionnaires to make your work even more comfortable. This time we have removed the Done column that ...  Read more

Required question indicators on questionnaire

When you are filling out the questionnaire on the Q&A tab or when your partner or customer is filling out the questionnaire you have ...  Read more

Commission: a new tab on the Policy page

We have introduced a new tab on the Policy page: Commission. This tab allows you to keep track of the commissions, fees, and your proceeds from binding ...  Read more

Appulate help

Appulate help is now available on the main menu.

If you are looking for any information on how to use our products or you need a consultation with our support specialist, please click Help ...  Read more

Required documents for Agency Appointment

We continue improving the Agency Appointment functionality, whose ...  Read more

Market directory: New page on Appulate

The new “Appulate Market Directory” page allows you to search for markets by insurance line. It can be opened from the MGAConnect ...  Read more

Email marketing campaigns

We are introducing a new opportunity for markets to conduct their email marketing campaigns using appropriate Appulate mail services. Being a market’s advertising or PR specialist, you can employ ...  Read more

New navigation on questionnaires

We have redesigned the toolbar above questionnaires on the Q&A tab and in the Q&A editor of the Forms tab, so that the UI elements are organized in a more comfortable and predictable way.

The ...  Read more