Appulate release 06/22/17
New Appulate email template
One more Standard email template has been added for agency and market users.
We have expanded our list of templates to make correspondence between agencies and the insured ...
New Appulate email template
One more Standard email template has been added for agency and market users.
We have expanded our list of templates to make correspondence between agencies and the insured ...
Renewed meaning assigned to statuses in Appulate
We have reviewed the set of record statuses denoting stages in the policy and request for quote lifecycle in the Appulate ...
Decision Research and Appulate Announce Strategic Partnership
Appulate’s Agent Connectivity Integrated with DRC’s Highly Configurable Policy Administration System
Philadelphia, PA – May 31, 2017 ...
New Class Codes page
The Class Codes page has been redesigned to improve its usability and ensure the UI elements used on this page are consistent with the current industry standards.
This page contains ...
Contact Roles in insured company
A contact person within an insured company is associated with a new parameter: Contact Role, which replaced the earlier used “Contact Type”. You can specify ...
New Submission report
We have introduced the new report of Submissions to present statistical information on your company’s submission activity.
Note: To open this report, click “Submissions” ...
There is a new column in Quotes tables to display the date and time when the primary decision on a request for quotation was made: Quoted On. This decision may be the first provided quote document ...
We have redesigned our corporate blog to improve its usability. We have also added a set of new UI elements to facilitate your search for particular information or a post, namely search by keywords ...
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Major improvements and enhancements to Appulate
Westlake Village, CA – March 1, 2017 Appulate, Inc., the leading provider of quote management automation for the property and casualty sector of the ...
You can save the time your customers and agents spend on filling out a questionnaire form by specifying which questions they actually need to answer.
When you click the Send Questionnaire to ...
MGA To Automate Program And Offer To Appulate Agent Network
Horsham, PA – February 13, 2017 Hull & Company, Inc. is excited to announce that it will offer professional liability ...
State Of The Art Rate, Quote, Bind, Issue Workflow Automation For Program Administrators
Westlake Village, CA – January 31, 2017 Appulate, Inc., the leading provider of quote management automation ...
In the Quotes report, we have substituted new Pending and Quoted Ongoing columns for the previously used “Outstanding” one, whose purpose was to ...
Leading Technology Companies Focus On Integration And Cross Promotion
Fresno, CA – January 18, 2017 Appulate, Inc., the leading provider of submission and quoting management solutions for the property ...
You are able to see users who are working with you on the same questionnaire in parallel and which changes they have made. This will allow you to avoid uncoordinated actions and track the updates in ...
December 26, 2016
To our agent, MGA and carrier customers,
It is time to close out 2016 and I wanted to share some thoughts with you on Appulate, our progress and our future – plus some general comments ...
The “Agency” and “Market” pages have been redesigned to improve their usability and ensure the UI elements used on these pages are consistent with the current industry standards.
We have expanded ...
Two new columns have been added to the table on the Submission page: Limits and Ded. (Deductible).
The Limits column displays the maximum amount of benefits an insured customer can claim, ...
Market users are able to group data in the Quotes and Book of Business reports by markets.
The new tab of By Market has been added to the “Quotes” (see the following figure) and ...