NowCerts Momentum – Release Notes
♦ Claims – Insert/Edit:
- General Liability
- Workers Compensations
- Other
♦ Interactive Reports – Policies By Carrier By Month.
♦ Interactive Reports – Policies By MGA By Month.
♦ Interactive Reports – Policies By State By Month.
♦ Other Companies – On-Page Edit – Added Commission.
♦ Financing Amounts List – Added calculate option.
♦ Display phones with extension better in cases where extension is shorter than usual.
♦ To Do List – Batch Action – Change Agent.
♦ Claim – Details – Display the total of claim amounts.
♦ Policies / Quotes Details – Information Tab – Properties Table – display marker for Google Maps preview for full address column.
♦ Opportunities – Details – Added New Action – Assign Policy.
♦ Agents List – Grid Actions – Added direct link to Commission Rules tab.
– NowCerts