March 2024

NowCerts Momentum – Release Notes   Referral Sources Payments – List, Insert, Edit, Batch Actions.   ♦ Interactive Reports – Month in Review.   ♦ Interactive Reports – General Ledger – Balance Sheet.   ♦ Interactive Reports – Agency Commission Based on Rules – new columns Commission Received and Rule Balance.   ♦ Label Dictionary […]

NowCerts Momentum – Release Notes   ♦ General Ledger Account – Insert / Edit.   ♦ NC General Ledger – Improvements.   ♦ Interactive Reports – Policy Report with Renewal Terms.   ♦ Interactive Reports – Producer Overview – Ability to apply and display tags.   ♦ Insureds / Prospects – Duplication check added also