NowCerts Momentum – Release Notes ♦ Task Categories – Insert / Edit. ♦ Task Groups – Insert / Edit. ♦ Service Requests – Ability to assign policies to all available service request types. ♦ Interactive Reports – Policies By Referral Source By Month & Policies By Location By Month. ♦ …
NowCerts Momentum – Release Notes ♦ Claims – Insert/Edit: General Liability Workers Compensations Other ♦ Interactive Reports – Policies By Carrier By Month. ♦ Interactive Reports – Policies By MGA By Month. ♦ Interactive Reports – Policies By State By Month. ♦ Other Companies – On-Page Edit – Added Commission. …
NowCerts Momentum – Release Notes ♦ Claims – Insert/Edit: Property Loss Automobile Loss ♦ CL Rating Data – Insert / Edit. (available in details pages under general) ♦ Interactive Reports – Policies By Agent By Month. ♦ Interactive Reports – Client Multiple Lines of Business. ♦ Referral Sources – On-Page Edit …
NowCerts Momentum – Release Notes ♦ Loss Runs Requests – Insert / Edit. ♦ Sales Goals – Insert / Edit. ♦ Interactive Reports – Policies By * – Added new filters by Business Type & Business Sub-Type. ♦ Interactive Reports – Production & Revenue by Endorsement – Added new columns Business …
NowCerts Momentum – Release Notes ♦ Service Requests – Insert/Edit – Several Types: Add Vehicle Address Change Vehicle Transfer Certificate of Insurance Policy Change Request – Other General New ♦ Ability to repeat the insert operation after another insert or edit of the same record type. (Drivers & Equipments) ♦ Vehicles – VIN …
NowCerts Momentum – Release Notes ♦ Service Requests – Insert/Edit for the following types: General Add Driver Replace Driver Remove Driver ♦ Interactive Reports – KPI – Quote Bound Rate. ♦ Interactive Reports – KPI – Response Time. ♦ Endorsement Split – Initial Version. ♦ Pending Cancellations Global List – Ability …
NowCerts Momentum – Release Notes Momentum: ♦ Agent Charges – Insert / Edit. ♦ Interactive Reports – KPI – Quotes Agent Rate. ♦ Interactive Reports – Tasks By Location. ♦ Agency Overview – Added New Tab – Origin. ♦ Policy / Quotes Details – display all insured items in …
NowCerts Momentum – Release Notes ♦ Additional Interest – Insert / Edit. ♦ Tag Categories & Tags – Insert / Edit. ♦ Interactive Reports – KPI – Leads Conversion Rate Per Agent. ♦ Interactive Reports – KPI – New Leads Per Agent. ♦ Policy Specific Lists (Lapsed, Cancelled, Recent Production, …
NowCerts Momentum – Release Notes ♦ Opportunity – Insert/Edit Page. ♦ Work Group – Insert/Edit Page. ♦ Interactive Reports – Tasks By Category. ♦ Agent Details – Commission Rules – Added Copy Option. ♦ Agency Locations – New Batch Action – Change Type. ♦ Service Requests – Details Subline …
NowCerts Momentum – Release Notes ♦ Carriers – Insert / Edit Page. ♦ Packaged Policies – Insert / Edit Page. ♦ Interactive Reports – Claims by: – Policy – Tag – State ♦ Interactive Reports – Insured Access Accounts – added new search filter by …