February 2023

NowCerts Momentum – Release Notes   ♦ Tasks – On-Page Edit.   ♦ Description Templates – On-Page Edit.   ♦ Interactive Reports – Properties by Policy.   ♦ Interactive Reports – Vehicles by Policy.   ♦ Agent Details – Added E&O Information.   ♦ Tag Details – Added new tab – Agents.   ♦ Claims […]

NowCerts Momentum – Release Notes   ♦ Ledger Accounts – On-Page Edit.   ♦ Ledger Accounts – Manual Journal Entries – List, Insert, On-Page Edit.   ♦ Interactive Reports – Insureds / Prospects by Sub-Agency.   ♦ Interactive Report – Account Current – Added new search filters. (insured / policy agent, csr, tag)   ♦

NowCerts Momentum – Release Notes   ♦ Quotes – On-Page Edit.   ♦ Linked Insureds Policies – On-Page Edit.   ♦ Interactive Reports – Vehicles by: Type Year Insured ♦ Interactive Reports – Policies / Quotes by Sub-Agency.   ♦ Info Center – Ability to add initial linked insured.   ♦ Aliases – Grid Action

NowCerts Momentum – Release Notes   ♦ Policy List – On-Page Edit.   ♦ Linked Insureds Opportunities / Linked Insureds Contacts – On-Page Edit.   ♦ Interactive Report – Revenue Policy Amounts – Added new search filter Agency Commission Received Date.   ♦ Interactive Report – Contacts / Reps by Insured.   ♦ Vehicles –