Momentum Update
♦ Policy Coverages – In-Place Edit For These Types: Play Video
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Agricultural Liability
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Acord 27
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Coverage Information
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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
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Insured
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Agent
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Due Date
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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