Momentum Update ♦ Interactive Reports – Lost Business (Public Preview) – Play Video ♦ Agent Commission Statements – Main List – Play Video ♦ Carriers Main List – Batch Action – Change Active – Play Video ♦ Insureds / Prospects Details – Activity Reminders Tab added – Play Video ♦ Insureds / Prospects Details …
Momentum Update ♦ Policy-Level Coverages – In-Place Edit – Play Video General Liability Garage Liability Garage Keepers Liability Inland Marine Life and Health ♦ Interactive Reports – Quotes By – Play Video Referral Source Agency Location Line of Business Class Tag Quote Stage ♦ Interactive Reports – Insured Financial Summary – added Calculations option. – Play Video …
Momentum Update ♦ Policy Level Coverages – In-Place Edit for certain types – Play Video Automobile Liability Contingent Auto Liability Boiler and Machinery or Equipment Breakdown Cargo Contingent Cargo ♦ Agency Location – Details Page – Play Video ♦ Agency Overview – Added Calculations for different policy-related tab panels – Play Video ♦ Interactive Reports …
Momentum Update ♦ On-Page Edit – New Objects Available – Play Video Agency Locations Health Plan Sub Groups ♦ Interactive Reports – Insured Financial Summary – Public Preview – Play Video ♦ Agency Commission Statements – Main List – Play Video ♦ Broker Commission Statements – Main List. ♦ New Access Right for Using …
Momentum Update The following is a list of the items included in yesterday’s update: ♦ On-Page Edit – New Objects Available – Play Video Pending Cancellations Packaged Policies Work Groups ♦ Interactive Reports – Insureds/Prospects By Create Date. – Play Video ♦ Interactive Reports – Insureds Access Accounts. – Play Video ♦ Carriers / MGA List …
Momentum Update The following is a list of the items included in yesterday’s update: ♦ On-Page Edit – New Objects Available – Video Referral Source Finance Company Other Company ♦ Interactive Reports – Video Insureds / Prospects By Type Insureds / Prospects By Business Type Cross-Sell Opportunities – Added Search Filter by Referral Source …
Momentum Update The following is a list of the items included in yesterday’s update: -New Features: Check for Duplicate Emails: This new section under Miscellaneous>Tools will show you all of your clients who have the same email addresses. Check for Duplicated Phones: The new section found under Miscellaneous>Tools will show you all your clients …
NowCerts Update Today we have a release with some new features and additions to Momentum. Here is the list of changes included today: -In-place edit option added to: Carrier Details Page MGA Details Page -On-page edit option added to: Opportunities Health Plan Members Animals -Additional Enhancements: Interactive Reports: Renewal Averages by carrier added for …
Momentum Update Yesterday we have a release with some new features and additions for Momentum. Here is the list of changes included today. -In-place edit option added to: Finance Company details page Other contacts details page -On-page edit option added to the follow Insured items: Workers compensation Life Insurance Boat -Mass Action tool for Send …
Momentum Update Our new release today includes a new feature and many enhancements to Momentum. More information is provided below. New Feature: In-Place Editing: This feature allows you to select edit on certain pages, and it will open the selected fields for editing without leaving the details page. -In Place Edit option added to: …