Agency Appointment

The Agency Appointment functionality introduces appointment-related business rules in the Appulate system, which imply that an agency can work with a market without limitations only if this agency is ...  Read more

Adding new agency users by a market

When a market user creates an application or policy and assigns it to an agency, this user is able not only select an existing agency user for assigning but also add a new one.

Note: ...  Read more

SELECTING A PRODUCER FROM ANOTHER LOCATION

If a market requires a producer to be assigned to submit or redirect an application, an agency user is able to select a producer from any location of their company. Moreover, if an Agency code is required, ...  Read more

HELP: ARTICLES

A new type of “Appulate Help” contents is now available: Articles.

The new Articles tab contains independent articles written by Appulate’s staff on different topics. ...  Read more

REPORTING REDESIGN

We have substituted new Quotes report for the previously used “Inbound Submissions / Quotes”, “Outbound Submissions”, “Quotes”, and “Bound ...  Read more

PACKAGE COMMERCIAL LINES CONFIGURATION

Package Commercial insurance line is configured individually: it is associated with a set of coverage lines.

When a market user selects "Package Commercial" insurance line on the Insurance ...  Read more

QUOTE DOCUMENT STATUS

Quote document status can be changed, which can influence the overall submission status.

When an agency user submits an application to a market and receives one or more quote documents in return, this ...  Read more

NEW APPROACH TO SET UP INSURANCE LINES

The set of insurance lines with which an agency works is based on the selected markets providing these insurance lines.

Being an agent, you cannot select or unselect insurance lines on the Insurance ...  Read more

MS EXCHANGE SUPPORT

New choice to configure your custom mail protocol to send email messages: MS Exchange.

Appulate uses its SMTP configuration and a special approach to prevent your incoming email messages from being marked ...  Read more

ADDRESS LOOKUP

A lookup list appears to assist you in entering the insured’s address, city, state, or zip.

On the Insured page, start typing an address, city, state, or zip. After you have typed ...  Read more

Producer and CSR Assignment Removed From the Insured Level

From now on, Producer and/or CSR can only be attached at a quote's / policy's level. This means that different quotes/policies pertaining to the same insured can be assigned different Producer ...  Read more

In-House User Designation

You can now designate your company’s user as an “In-House User”. This is meant for users that do not normally interact with external parties, i.e. senior managers or support staff. 

An in-house ...  Read more

Appointed Agency Flag

A new flag, Appointed with our market, was introduced for market’s agency properties. “Appointment” means that, for example, there is a commission sharing agreement ...  Read more

Quote Sent to Insured Status Update

After an agency sends an uploaded quote to an insured by email, the status of the quote will be automatically changed to Sent To Insured, regardless of the submission type for the respective ...  Read more