Assigning Underwriter & CSR to agencies
Since Underwriters and CSRs typically work with particular agencies, we’ve decided to implement a new feature to reflect your business relations in Appulate.
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Since Underwriters and CSRs typically work with particular agencies, we’ve decided to implement a new feature to reflect your business relations in Appulate.
Have you ever wondered if a list of markets you often submit to can be fixed, so you don’t have to add them each time you make a new submission? Some of you have, that’s why, based on our customers’ feedback, we decided to automate these actions.
We want Appulate to feel personal for your company. Our new settings let you choose which logo and color the header would have.