May 2024

NowCerts Momentum – Release Notes   ♦ Task Categories – now uses editor for default description instead of text area.   ♦ Details Pages – ‘Add New’ Dropdown Button with quick links.   ♦ Interactive Reports – Producer Commissions By Agent – Added new filters – Agency Commission Received Date, Endorsement Date.   ♦ Tools […]

NowCerts Momentum – Release Notes   ♦ Prospect Details – In-Place Edit.   ♦ Note Dispositions – List, Insert, Edit.   ♦ Interactive Reports – Insureds / Prospects / Policies / Quotes by Lead Source.   ♦ Interactive Reports – Tasks By Work Group.   ♦ Tools – Check for Data Mismatch – State, Referral