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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 …

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MOMENTUM UPDATE 12/15/2022

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Interactive Report – Revenue Policy – New available columns – Agent, CSR, Line of Business.   ♦ Interactive Report – Revenue Policy Amounts – Added second table with agency commission information.   ♦ Certificates Sent – New Batch Action – Approve.   ♦ Certificates Sent – Insured Tag …

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MOMENTUM UPDATE 12/08/2022

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Revenue Policy Amounts (Public Preview).   ♦ Interactive Reports – Tasks By Assigned Agent.   ♦ Insureds List – Added new search filter for X-Dates.   ♦ Vehicles List – Added new on-page edit field – Type of Use.   ♦ Vehicles List – Added …

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MOMENTUM UPDATE 12/01/2022

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Opportunities by Policy.   ♦ Interactive Reports – * by Policy – display info center.   ♦ Policy List – Added new search filters – Has Agency Commission / Has Agent Commission.   ♦ Agency Commission Statements List – New grid action – Generate Agent …

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MOMENTUM UPDATE 11/17/2022

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Properties By: State Property Use Insured ♦ Interactive Reports – Insured Access Accounts – Add new search filter – Email.   ♦ Insured / Prospect List – ability to search by alias.   ♦ Prospects Details – Added Proof of Insurance Tab.   ♦ Properties …

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MOMENTUM UPDATE 11/10/2022

Updates / By Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Customizable Favorites Page.   ♦ Interactive Reports – Renewal Averages Reports – Ability to filter by Agent & Agency Location.   ♦ Interactive Reports – Policies / Quotes by Premium Sent.   ♦ Renewal Center – Batch Actions for Agents – Assign, Replace, Remove.   …

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  • NOWCERTS MOMENTUM – RELEASE NOTES – 02/02/2023
  • NOWCERTS MOMENTUM – RELEASE NOTES – 01/27/2023
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