June 2023

NowCerts Momentum – Release Notes   Momentum:   ♦ Agent Charges – Insert / Edit.   ♦ Interactive Reports – KPI – Quotes Agent Rate.   ♦ Interactive Reports – Tasks By Location.   ♦ Agency Overview – Added New Tab – Origin.   ♦ Policy / Quotes Details – display all insured items in […]

NowCerts Momentum – Release Notes   ♦ Additional Interest – Insert / Edit.   ♦ Tag Categories & Tags – Insert / Edit.   ♦ Interactive Reports – KPI – Leads Conversion Rate Per Agent.   ♦ Interactive Reports – KPI – New Leads Per Agent.   ♦ Policy Specific Lists (Lapsed, Cancelled, Recent Production,

NowCerts Momentum – Release Notes   ♦ Opportunity – Insert/Edit Page.   ♦ Work Group – Insert/Edit Page.   ♦ Interactive Reports – Tasks By Category.   ♦ Agent Details – Commission Rules – Added Copy Option.   ♦ Agency Locations – New Batch Action – Change Type.   ♦ Service Requests – Details Subline

NowCerts Momentum – Release Notes   ♦ Carriers – Insert / Edit Page.   ♦ Packaged Policies – Insert / Edit Page.   ♦ Interactive Reports – Claims by:     – Policy     – Tag     – State   ♦ Interactive Reports – Insured Access Accounts – added new search filter by