NowCerts Momentum – Release Notes ♦ MGA – Insert / Edit Page. ♦ Rolodex – Insert / Edit Page. ♦ Endorsement Receivables – Main List. ♦ Endorsement Receivables – Batch Actions – Change Type & Due Date. ♦ Endorsements Main List – Added new search filter by Entered Date. …
NowCerts Momentum – Release Notes ♦ Finance Companies – Insert / Edit Page. ♦ Other Companies – Insert / Edit Page. ♦ Interactive Reports – Claims By: Type Status Carrier Insured ♦ Endorsements Main List – Batch Actions for Billing Status / Follow Up Person / Follow Up Date. …
NowCerts Momentum – Release Notes ♦ Referral Source – Insert/Edit Page. ♦ Certificate Holder – Insert/Edit Page. ♦ Interactive Reports – * by Insured – display information for email, phone, address. (tasks, contacts, opportunities, properties, vehicles) ♦ Endorsements – Main List. ♦ Endorsements – Main List – Batch Actions – …
NowCerts Momentum – Release Notes ♦ Pending Cancellations – Insert/Edit Page. ♦ Linked Insureds – Insert/Edit Page. ♦ Issued Payments – Main List. ♦ Endorsements – Agency Commissions – Batch Actions – Change Type & Due Date. ♦ Policies / Quotes Details – Finance Agreements tab. ♦ Claims Details …
NowCerts Momentum – Release Notes ♦ Contacts / Reps – Insert / Edit Page. ♦ Finance Agreements – Insert / Edit Page. ♦ Endorsements – Agency Commissions – Main List. ♦ Claims – Apply, display and filter by tags. ♦ Opportunities – Added new search filter by policy. ♦ …
NowCerts Momentum – Release Notes ♦ Endorsement Agent Commissions – Main List. ♦ Endorsement Commission Adjustments – Main List. ♦ Insured Items – Driver – Insert / Edit Page. ♦ Insured Items – Group Health Member – Insert / Edit Page. ♦ Ledger Account Journal Entries – Main List. …
NowCerts Momentum – Release Notes ♦ Insured Items – Equipment – Insert / Edit Page. ♦ Insured Items – Bailbond – Insert / Edit Page. ♦ Payables – Main List. ♦ Finance Company Incentive Fees – Main List. ♦ Custom Coverages – In-Place Edit. ♦ Loss Runs Requests – …
NowCerts Momentum – Release Notes ♦ Insured Items – Professional Liability – Insert / Edit Page. ♦ Insured Items – Life Insurance – Insert / Edit Page. ♦ Insured Items – Health Plan Sub-Group – Insert / Edit Page. ♦ Agent Charges – On-Page Edit. ♦ Inline Marine – On-Page …
NowCerts Momentum – Release Notes ♦ HOA Unit – Insert / Edit Page. ♦ Motor Truck Cargo – Insert / Edit Page. ♦ Direct Bill Payments Main List. ♦ Invoices – Added ability to apply tags and filter by tags. ♦ MGA List – Batch Action – Change Active. …
NowCerts Momentum – Release Notes ♦ Custom Fields Advanced – Main List. ♦ Custom Fields Advanced – Insert / Edit. ♦ Agent Charges – Main List. ♦ Policy / Quotes Details Pages – restructure the initial screen. ♦ Policy Details – Amounts – Receivables & Payables – Show balance in …