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 Fees – Insert/Edit.
♦ Sales Goals – On-Page Edit.
♦ Insureds / Prospects – Info Center – Display journal info if any.
♦ Renewal Center – Ability to filter policies with Carrier or MGA [Not Assigned].
♦ Professional Liability – Batch Action – Change State.
♦ Service Requests – Added new search filter for User.
Here is a video recapping today’s update:
Watch quick video: Momentum Update Recap
– NowCerts