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 […]
Momentum Update 06/23/2022 Read More »
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
NowCerts Update 06/09/2022 Read More »
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 06/02/2022 Read More »