NowCerts Momentum – Release Notes – 03/30/2023

NowCerts Momentum – Release Notes

 

♦ Insured Items – Professional Liability – Insert / Edit Page.

 

♦ Insured Items – Life Insurance – Insert / Edit Page.

 

♦ Insured Items – Health Plan Sub-Group – Insert / Edit Page.

 

♦ Agent Charges – On-Page Edit.

 

♦ Inline Marine – On-Page Edit.

 

♦ Insert / Edit Subline – display policy if we have it in the context.

 

♦ Policy / Quote Details – Information Tab – Additions to the Billing Section.

 

♦ Policy / Quote – Grid Action – Go To Carrier Website – now also checks Policy URL field.

 

♦ Agency Address – Details Page – new tab Referral Sources.

 

♦ Service Requests – Added new search filters – description and create date.

 

 

The following video recaps all of these items.
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– NowCerts