We’ve worked hard to improve the appearance of market and quote buttons on the RFQ interface, making sure you get the best user experience. Previously these buttons were displayed as icons, and now ...  Read more

Requests marked as submitted

Since you or employees of your agency may work with markets outside Appulate but at the same time actively use Appulate for tracking the progress and productivity, we allow ...  Read more

Weblink submission by email

You can also make a Weblink submission by sending an email message to a market instead of using a call to its portal.

Markets employing a web portal to receive submissions ...  Read more

New market identifiers, other modifications to RFQ

Following feedback from our customers, we have introduced substantial improvements to a market list you see on the RFQ interface. And we hope these ...  Read more

UI changes to questionnaire

We continue polishing the interface of questionnaires on the Q&A tab and in the Q&A editor of the Forms tab to both ...  Read more

Integration of Limits, Ded., calculation details

Since limit and deductible amounts are parameters that might significantly affect a final insurance premium, we have implemented a single dialog box, ...  Read more

Record Substatus

Sort through submissions faster with our new record substatus feature. The substatus allows you to clarify what state an RFQ or Policy is currently in ...  Read more

Two-factor authentication

Appulate introduces two-factor authentication (2FA) to strengthen the protection of your account from unauthorized access. 2FA means that besides your login and password you ...  Read more

Filtering out non-required questions

When you work with a questionnaire on the Q&A tab, you can hide all optional and answered questions so as to focus your attention only on the ...  Read more

New columns in Book of Business report

We have added several new columns to the Book of Business report table; their purpose is to provide information related to the previously introduced ...  Read more

Address lookup for questionnaire

We have introduced an address lookup for the questionnaire on the =&0=&tab and in the =&1=& of the =&2=&

 ...  Read more

Signing multiple forms

We have fine-tuned the preliminary steps of the request to bind process: now you can have your agents sign more than one form.
 ...  Read more

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