NowCerts Momentum – Release Notes

Momentum:

♦ Insured Details – In-Place Edit.

♦ Interactive Reports – Users By Activity Numbers.

♦ Interactive Reports – Renewal Averages – new columns – Change & Percentage Change.

♦ Agency Commissions Based on Rules – Total Amounts.

♦ Ability to check for [Not Assigned] Dates on certain places.

♦ Referral Sources – Fee % – Option to select from Premium or Agency Commission.

♦ Linked Insureds – Batch Action – Create All Possible Links.

♦ Invoices / Receipts – separate columns for Agent & User.

♦ Issue Payments – Added new search filter for Policy.

♦ Tasks – Add a new optional grid column Agency. (for master agencies).

Fusion:

♦ Email Editor – Added HTML editor for Email Touchpoint.

♦ Additional Documents – Ability to add additional documents to a proposal.

♦ Template Customization – Added multiple customization options when creating a proposal.

♦ Proposal Generator – Improvements when displaying package policies.

– NowCerts