NowCerts Momentum – Release Notes – 09/04/2024
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:
– Intake Form – Quick Auto Policy Form.
– Interactive Reports Favorites – display the total number of available reports for the category. (if all reports in the given group are from the same category)
– Ability to search for Origin [Not Assigned] – Insureds, Prospects.
– Batch Action – Ability to change Origin from [Not Assigned].
– Batch Action – Insured NC Roam Access.
– Insureds / Prospects – Details Subline – display CSRs.
– Hot Keys Reference – ‘home’ redirects to Dashboard Light.
– Renewal Center – Compare icon option for Renewal Policy / Renewal Quote.
– Endorsements List – New column and filter for CSRs.
– Navigation Palette – Add ‘Dashboard Light’ and ‘Interactive Reports List’ as possible links.
– Claims – Ability to search for Carrier [Not Assigned]
Watch a quick recap video below that provides detailed instructions on all of the included improvements.