December 2022

NowCerts Momentum – Release Notes   ♦ Interactive Report – Revenue Policy – New available columns – Agent, CSR, Line of Business.   ♦ Interactive Report – Revenue Policy Amounts – Added second table with agency commission information.   ♦ Certificates Sent – New Batch Action – Approve.   ♦ Certificates Sent – Insured Tag […]

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Revenue Policy Amounts (Public Preview).   ♦ Interactive Reports – Tasks By Assigned Agent.   ♦ Insureds List – Added new search filter for X-Dates.   ♦ Vehicles List – Added new on-page edit field – Type of Use.   ♦ Vehicles List – Added

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Opportunities by Policy.   ♦ Interactive Reports – * by Policy – display info center.   ♦ Policy List – Added new search filters – Has Agency Commission / Has Agent Commission.   ♦ Agency Commission Statements List – New grid action – Generate Agent