MOMENTUM UPDATE 09/15/2022

Momentum Update

 

♦ Policy Coverages – In-Place Edit For These Types:  Play Video 

  • Agricultural Liability
  • Acord 27
  • Coverage Information
  • Others / Others2 / Others3 / Others4

♦ Insureds / Prospects – Custom Fields – In-Place Edit. Play Video 

♦ Insureds / Prospects – Custom X-Dates – In-Place Edit.

 

♦ Interactive Reports – Opportunities By:  Play Video 

  • Insured
  • Agent
  • Due Date
  • Commission

♦ Interactive Reports – On-Page Search Option Added.  Play Video 

♦ Interactive Reports – included several more navigation links to and from main lists.

 

Policy / Quote List – Added New Column – Billing Company.  Play Video 

 

♦ Renewal Center List – Added New Column – SIC Code.  Play Video 

 

Automate 365 Integration – Ability to create Insureds / Prospects through webhook.  Play Video

 

 

– NowCerts