May 2023

NowCerts Momentum – Release Notes   ♦ MGA – Insert / Edit Page.   ♦ Rolodex – Insert / Edit Page.   ♦ Endorsement Receivables – Main List.   ♦ Endorsement Receivables – Batch Actions – Change Type & Due Date.   ♦ Endorsements Main List – Added new search filter by Entered Date.   […]

NowCerts Momentum – Release Notes   ♦ Finance Companies – Insert / Edit Page.   ♦ Other Companies – Insert / Edit Page.   ♦ Interactive Reports – Claims By:   Type Status Carrier Insured   ♦ Endorsements Main List – Batch Actions for Billing Status / Follow Up Person / Follow Up Date.  

NowCerts Momentum – Release Notes   ♦ Referral Source – Insert/Edit Page.   ♦ Certificate Holder – Insert/Edit Page.   ♦ Interactive Reports – * by Insured – display information for email, phone, address. (tasks, contacts, opportunities, properties, vehicles)   ♦ Endorsements – Main List.   ♦ Endorsements – Main List – Batch Actions –

NowCerts Momentum – Release Notes   ♦ Pending Cancellations – Insert/Edit Page.   ♦ Linked Insureds – Insert/Edit Page.   ♦ Issued Payments – Main List.   ♦ Endorsements – Agency Commissions – Batch Actions – Change Type & Due Date.   ♦ Policies / Quotes Details – Finance Agreements tab.   ♦ Claims Details