Appulate release 04/13/17

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” on the “Reports” menu.

The Submissions report is used to show the list of markets your company made submissions to and which states these submissions (quotes) had. The “By Market” tab of the Quotes report, which was previously used for this purpose, has been removed.

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Appulate release 04/06/17

New column in Quotes tables

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 or declination to collaborate.

The new column of Quoted On has been added to the tables on the following pages: “New/Unassigned”, “Underway”, “Requested to Bind” (available to markets only), “All Quotes”, and all existing custom Quote views.

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Using ACORD forms

Since a number of our clients do not use ACORD forms in their Appulate-related practices, and the inclusion of these forms impedes their business processes, we have made the usage of ACORD forms optional.

The new setting of ACORD Forms Usage on the My Profile / User Profile page defines whether you or another user of your company can see ACORD forms and perform actions upon them. This setting is turned off for all newly created users and for the users who have not utilized ACORD forms in the last year both within Appulate and through Uplink. Users with any role (“Admin”, “User”, or “Viewer”) have access to this setting and can start or stop using ACORD forms at any time.

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Specifying questions to complete

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 Complete button on the “Submission” page, the Select Which Questions to Complete dialog box opens (see the following figure). You can set the following conditions there:

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