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NOWCERTS MOMENTUM – RELEASE NOTES – 03/13/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Insureds / Prospects Details – Advanced Custom Fields Tab.   ♦ Interactive Reports – Vehicles By: Make Model Type of Use ♦ Display Effective & Expiration Dates for policies in most grids on mouse hover.   ♦ Policy Coverages – Ability to check lien holders in the tables …

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NowCerts Momentum – Release Notes – 03/02/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Prospects By Prospect Status.   ♦ Interactive Reports – Prospects By Prospect Type.   ♦ Interactive Reports – Display whole numbers, without cents.   ♦ Details Pages – Make the second information line stay at the top.   ♦ Google Maps Address Preview.   ♦ …

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NOWCERTS MOMENTUM – RELEASE NOTES – 02/23/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Tasks – On-Page Edit.   ♦ Description Templates – On-Page Edit.   ♦ Interactive Reports – Properties by Policy.   ♦ Interactive Reports – Vehicles by Policy.   ♦ Agent Details – Added E&O Information.   ♦ Tag Details – Added new tab – Agents.   ♦ Claims …

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NowCerts Momentum – Release Notes – 02/16/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Ledger Accounts – On-Page Edit.   ♦ Ledger Accounts – Manual Journal Entries – List, Insert, On-Page Edit.   ♦ Interactive Reports – Insureds / Prospects by Sub-Agency.   ♦ Interactive Report – Account Current – Added new search filters. (insured / policy agent, csr, tag)   ♦ …

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NOWCERTS MOMENTUM – RELEASE NOTES – 02/09/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Quotes – On-Page Edit.   ♦ Linked Insureds Policies – On-Page Edit.   ♦ Interactive Reports – Vehicles by: Type Year Insured ♦ Interactive Reports – Policies / Quotes by Sub-Agency.   ♦ Info Center – Ability to add initial linked insured.   ♦ Aliases – Grid Action …

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NOWCERTS MOMENTUM – RELEASE NOTES – 02/02/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Policy List – On-Page Edit.   ♦ Linked Insureds Opportunities / Linked Insureds Contacts – On-Page Edit.   ♦ Interactive Report – Revenue Policy Amounts – Added new search filter Agency Commission Received Date.   ♦ Interactive Report – Contacts / Reps by Insured.   ♦ Vehicles – …

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NOWCERTS MOMENTUM – RELEASE NOTES – 01/27/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Interactive Report – Renewing Policies by Insured. (Public Preview)   ♦ Interactive Report – Insureds / Prospects by City.   ♦ Interactive Report – Tasks by Insured – Grid actions menu with several options.   ♦ Linked Insureds – On-Page Edit.   ♦ Insureds / Prospects – Info …

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NowCerts Momentum – Release Notes – 01/19/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Prospects List – On Page Edit.   ♦ Insureds List – On Page Edit (additions for emails and phones fields).   ♦ Interactive Reports – Policy Amounts By: Carrier MGA Line of Business ♦ Primary Side Navigation – Display Dynamic Search even if collapsed.   ♦ Primary Side …

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NOWCERTS MOMENTUM – RELEASE NOTES – 01/12/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Insureds List – On-Page Edit.   ♦ Prospects List – New Batch Action – Move to Sub-Agency.   ♦ Policies Details Page – Invoices / Receipts Tab.   ♦ Recent Production List – Added new search filters – Carrier & MGA.   ♦ Cancelled Policies – Added new …

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MOMENTUM UPDATE 01/05/2023

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Account Current – Added new search filter – Billing Type.   ♦ Interactive Reports – Agency NET Agents Commission – Added new search filter Agent Commission and new column Percent.   ♦ Policies / Quotes – New Batch Action – Change Agents / CSRs to …

MOMENTUM UPDATE 01/05/2023 Read More »

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