January 2024

NowCerts Momentum – Release Notes   ♦ Insureds / Prospects Insert – added duplicate record warning popover & ability to directly assign email for the contacts.   ♦ Agency Overview – Line of Business Class Tab.   ♦ Year in Review Report – Total Amounts option added.   ♦ Interactive Reports – Agent Commissions By […]

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Year in Review Report.   ♦ Interactive Reports – Renewing Policies By Insured –  Total Amounts.   ♦ Agency Commissions List  – Added new filters for Commission, Commission Received and Balance.   ♦ Endorsements List – Added new filter ‘Has Agency Commission’.   ♦ Carrier