NowCerts Momentum – Release Notes
♦ Commercial Auto Intake Form.
♦ CL Auto Rating Data – new tab under Insured / Prospect Details with in-place editing.
♦ Interactive Reports – Leads Conversion Rate Per Referral Source.
♦ Interactive Reports – Agency Commissions Based on Rules – Ability to search for Carrier & MGA [Not Assigned].
♦ Task Categories – Change Visibility (grid and batch actions).
♦ Productivity Add-Ons – Outlook Addon – Preview & Download.
♦ Add new specific hotkeys. Internal Hotkeys Reference Page.
♦ Carrier Downloads – Direct Bill Info – Extra information.
♦ Dashboard Widget – Daily Carrier Downloads Stats.
♦ Dashboard Configurator – Ability to have a quick search for the available widgets.
♦ Agent Details Page – display primary office (if any) in the subline.