Momentum Update
♦ Policy-Level Coverages – In-Place Edit – Play Video
- General Liability
- Garage Liability
- Garage Keepers Liability
- Inland Marine
- Life and Health
♦ Interactive Reports – Quotes By – Play Video
- Referral Source
- Agency Location
- Line of Business Class
- Tag
- Quote Stage
♦ Interactive Reports – Insured Financial Summary – added Calculations option. – Play Video
♦ Agency Location – Details Page – In Place Edit. – Play Video
♦ Invoices / Receipts – Ability to Assign Policy. – Play Video
♦ Policies / Quotes List – added search filter by Finance Company. – Play Video
♦ Contacts / Reps List – added new available column – Gender.
♦ Automate 365 – Percentage Change goes from Renewal Center to Automate – Play Video
– NowCerts