NowCerts Momentum – Release Notes ♦ Interactive Report – Renewing Policies by Insured. (Public Preview) ♦ Interactive Report – Insureds / Prospects by City. ♦ Interactive Report – Tasks by Insured – Grid actions menu with several options. ♦ Linked Insureds – On-Page Edit. ♦ Insureds / Prospects – Info […]
NOWCERTS MOMENTUM – RELEASE NOTES – 01/27/2023 Read More »
NowCerts Momentum – Release Notes ♦ Prospects List – On Page Edit. ♦ Insureds List – On Page Edit (additions for emails and phones fields). ♦ Interactive Reports – Policy Amounts By: Carrier MGA Line of Business ♦ Primary Side Navigation – Display Dynamic Search even if collapsed. ♦ Primary Side
NowCerts Momentum – Release Notes – 01/19/2023 Read More »
NowCerts Momentum – Release Notes ♦ Insureds List – On-Page Edit. ♦ Prospects List – New Batch Action – Move to Sub-Agency. ♦ Policies Details Page – Invoices / Receipts Tab. ♦ Recent Production List – Added new search filters – Carrier & MGA. ♦ Cancelled Policies – Added new
NOWCERTS MOMENTUM – RELEASE NOTES – 01/12/2023 Read More »
NowCerts Momentum – Release Notes ♦ Interactive Reports – Account Current – Added new search filter – Billing Type. ♦ Interactive Reports – Agency NET Agents Commission – Added new search filter Agent Commission and new column Percent. ♦ Policies / Quotes – New Batch Action – Change Agents / CSRs to
MOMENTUM UPDATE 01/05/2023 Read More »