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 …
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 …
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 …
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 …
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 …
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. …