NowCerts Momentum – Release Notes – 09/04/2024   Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today: – Intake Form – Quick Auto Policy Form. – Interactive Reports Favorites – display the total number of available reports for the category. (if all reports […]

NowCerts Momentum – Release Notes – 08/20/2024   Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today: – Agency Overview – new tab for Lead Sources. – Interactive Reports – Service Requests By Stale Days. – Dashboard Widgets – for * by Stale

NowCerts Momentum – Release Notes – 08/08/2024   Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today: – Navigation Palette + Configurator. – Interactive Reports – Agent Commissions By * – Carrier – MGA – Referral Source – Interactive Reports – Opportunities By

NowCerts Momentum – Release Notes – 07/25/2024   Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today: – Configurators – Central place with links to different available configurators. – Tools – Data Mismatch – Lead Sources option. – Interactive Reports – Agency Commission

NowCerts Momentum – Release Notes – 07/11/2024   Today we have a release with some new features and additions for Momentum. Here is the list of changes included today: – Policy Important Date Templates – List, Insert, Edit. – Tools – Find potential renewals & rewrites. – Interactive Reports – Opportunities by Stale Days. –

NowCerts Momentum – Release Notes – 06/27/2024   Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today: – Service Requests – New field – Stage. – Service Requests – Batch Action – Change Stage. – Carriers – New field – Service Score. –