August 2022

Momentum Update   ♦ Parent or Sub-Agency Commission Statements – Main List.   ♦  Interactive Reports – Policies / Quotes by Insured Type.   ♦ Interactive Reports – Policies / Quotes by Insured Type of Business.   ♦ Interactive Reports – Financial Summary & Lost Business – display graphics for the calculation amounts divided by […]

Momentum Update   ♦ Interactive Reports – Lost Business (Public Preview) – Play Video   ♦ Agent Commission Statements – Main List – Play Video   ♦ Carriers Main List – Batch Action – Change Active – Play Video   ♦ Insureds / Prospects Details – Activity Reminders Tab added – Play Video   ♦ Insureds / Prospects Details