Month: September 2022

MOMENTUM UPDATE 09/21/2022

Momentum Update   ♦ Policy Coverages – In-Place edit for these types:  Play Video  Uninsured Motorists Underinsured Motorists ♦ Interactive Reports – Opportunities By Cost of Lead.  Play Video    ♦ Interactive Reports – Tasks By:  Play Video  Status Priority Insured ♦ Agency Locations – Details Page – New Tab – Sales Goals.  Play Video    ♦ List …

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MOMENTUM UPDATE 09/15/2022

Momentum Update   ♦ Policy Coverages – In-Place Edit For These Types:  Play Video  Agricultural Liability Acord 27 Coverage Information Others / Others2 / Others3 / Others4 ♦ Insureds / Prospects – Custom Fields – In-Place Edit. Play Video  ♦ Insureds / Prospects – Custom X-Dates – In-Place Edit.   ♦ Interactive Reports – Opportunities By:  Play Video  …

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MOMENTUM UPDATE 09/01/2022

Momentum Update   ♦ Carrier Downloads – Main List – Play Video   ♦ Policy-Level Coverages – In-Place Edit – Play Video  Crime 24 Property 24 Excess Umbrella Physical Damage Reefer Breakdown ♦ Interactive Reports – Policies / Quotes By Insured Tag.   ♦ Interactive Reports – Policies / Quotes By State. – Play Video   ♦ Insureds …

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