System Update We have a release with some new features and additions for Momentum. Here is the list of changes included: Lines of Business – Main List, Insert, Edit. Opportunity Stages – Main List, Insert, Edit. Quote Stages – Main List, Insert, Edit. Note Types – Main List, Insert, Edit. Prospect Statuses – Main […]
System Update Notes as of November 24, 2021 Read More »
System Update We hope everyone had a great weekend. Over the weekend our IT team deployed a minor system update addressing some reported issues as well as a few improvements. Here is a list of included items that may be of importance to our users: Renewal Center fix: Agents with sufficient access privileges can now
System Update Notes as of November 13, 2021 Read More »
Today we have a release with some new features and additions for Momentum. Here is the list of changes included today: Added batch action ‘Remove Agents’ – for Policies, Quotes, Insureds, Prospects, Tasks, Opportunities. Added batch action ‘Replace Agent’ – for Policies, Quotes, Insureds, Prospects, Tasks, Opportunities. Batch Change Agency Address – ability to set
New features and additions for Momentum as of November 04, 2021 Read More »