April 2024

NowCerts Momentum – Release Notes   ♦ Tasks – Ability to assign Work Groups.   ♦ Task Categories – Ability to assign Work Groups.   ♦ Tasks – Batch Action – Change Work Group.   ♦ Interactive Reports – Opportunities By Disposition.   ♦ Policies / Quotes List – Lead Sources (grid column & filter). […]

NowCerts Momentum – Release Notes   ♦ Tasks – Insert / Edit.   ♦ Interactive Reports – Insureds / Prospects By * – Added new search filter for Create Date.   ♦ Commercial Insureds / Prospects – Details Page – Display DBA in header.   ♦ Insureds / Prospects – Lead Sources – List, Insert,

NowCerts Momentum – Release Notes   ♦ Opportunity Dispositions – Insert / Edit / List.   ♦ Opportunities – Ability to select Disposition and Is Requote.   ♦ Opportunities – Batch Actions – Change Disposition & is Requote.   ♦ Carrier Downloads – Stats Preview List.   ♦ Insureds List – new column – count