Month: July 2022

Momentum Update 07/27/2022

Momentum Update   ♦ Policy-Level Coverages – In-Place Edit – Play Video   General Liability Garage Liability Garage Keepers Liability Inland Marine Life and Health ♦ Interactive Reports – Quotes By –  Play Video Referral Source Agency Location Line of Business Class Tag Quote Stage ♦ Interactive Reports – Insured Financial Summary – added Calculations option. – Play Video …

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MOMENTUM UPDATE 07/21/2022

Momentum Update   ♦ Policy Level Coverages – In-Place Edit for certain types – Play Video  Automobile Liability Contingent Auto Liability Boiler and Machinery or Equipment Breakdown Cargo Contingent Cargo ♦ Agency Location – Details Page – Play Video   ♦ Agency Overview – Added Calculations for different policy-related tab panels – Play Video   ♦ Interactive Reports …

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MOMENTUM UPDATE 07/14/2022

Momentum Update   ♦ On-Page Edit – New Objects Available – Play Video  Agency Locations Health Plan Sub Groups ♦ Interactive Reports – Insured Financial Summary – Public Preview – Play Video    ♦ Agency Commission Statements – Main List –  Play Video    ♦ Broker Commission Statements – Main List.   ♦ New Access Right for Using …

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Momentum Update 07/07/2022

Momentum Update The following is a list of the items included in yesterday’s update:   ♦ On-Page Edit – New Objects Available – Play Video Pending Cancellations Packaged Policies Work Groups ♦  Interactive Reports – Insureds/Prospects By Create Date. – Play Video   ♦  Interactive Reports – Insureds Access Accounts. – Play Video ♦ Carriers / MGA List …

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Momentum Update 06/30/2022

Momentum Update The following is a list of the items included in yesterday’s update:   ♦ On-Page Edit – New Objects Available – Video Referral Source Finance Company Other Company ♦ Interactive Reports – Video  Insureds / Prospects By Type Insureds / Prospects By Business Type Cross-Sell Opportunities – Added Search Filter by Referral Source   …

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