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 …
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. ♦ …
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 …
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) ♦ …
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 …
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 – …
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 …
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 …
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 …
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 …