NowCerts Momentum – Release Notes
♦ Quotes – On-Page Edit.
♦ Linked Insureds Policies – On-Page Edit.
♦ Interactive Reports – Vehicles by:
- Type
- Year
- Insured
♦ Interactive Reports – Policies / Quotes by Sub-Agency.
♦ Info Center – Ability to add initial linked insured.
♦ Aliases – Grid Action – Delete.
♦ Referral Sources List – Added new columns Agent & CSR.
♦ Task Categories List – Added new column and search filter – Change Date.
♦ Automate Integration – Opportunities Pipelines – Public Preview.
The following video recaps all of these items if you’d prefer to watch it.
Play
– NowCerts