Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Commercial Auto Intake Form.   ♦ CL Auto Rating Data – new tab under Insured / Prospect Details with in-place editing.   ♦ Interactive Reports – Leads Conversion Rate Per Referral Source.   ♦ Interactive Reports – Agency Commissions Based on Rules – Ability to search for Carrier […]

NowCerts Momentum – Release Notes   ♦ Task Categories – now uses editor for default description instead of text area.   ♦ Details Pages – ‘Add New’ Dropdown Button with quick links.   ♦ Interactive Reports – Producer Commissions By Agent – Added new filters – Agency Commission Received Date, Endorsement Date.   ♦ Tools

NowCerts Momentum – Release Notes   ♦ Prospect Details – In-Place Edit.   ♦ Note Dispositions – List, Insert, Edit.   ♦ Interactive Reports – Insureds / Prospects / Policies / Quotes by Lead Source.   ♦ Interactive Reports – Tasks By Work Group.   ♦ Tools – Check for Data Mismatch – State, Referral

NowCerts Momentum – Release Notes   ♦ Tasks – Ability to assign Work Groups.   ♦ Task Categories – Ability to assign Work Groups.   ♦ Tasks – Batch Action – Change Work Group.   ♦ Interactive Reports – Opportunities By Disposition.   ♦ Policies / Quotes List – Lead Sources (grid column & filter).

NowCerts Momentum – Release Notes   ♦ Tasks – Insert / Edit.   ♦ Interactive Reports – Insureds / Prospects By * – Added new search filter for Create Date.   ♦ Commercial Insureds / Prospects – Details Page – Display DBA in header.   ♦ Insureds / Prospects – Lead Sources – List, Insert,

NowCerts Momentum – Release Notes   ♦ Opportunity Dispositions – Insert / Edit / List.   ♦ Opportunities – Ability to select Disposition and Is Requote.   ♦ Opportunities – Batch Actions – Change Disposition & is Requote.   ♦ Carrier Downloads – Stats Preview List.   ♦ Insureds List – new column – count

NowCerts Momentum – Release Notes   Referral Sources Payments – List, Insert, Edit, Batch Actions.   ♦ Interactive Reports – Month in Review.   ♦ Interactive Reports – General Ledger – Balance Sheet.   ♦ Interactive Reports – Agency Commission Based on Rules – new columns Commission Received and Rule Balance.   ♦ Label Dictionary

NowCerts Momentum – Release Notes   ♦ General Ledger Account – Insert / Edit.   ♦ NC General Ledger – Improvements.   ♦ Interactive Reports – Policy Report with Renewal Terms.   ♦ Interactive Reports – Producer Overview – Ability to apply and display tags.   ♦ Insureds / Prospects – Duplication check added also

NowCerts Momentum – Release Notes   Momentum:    ♦ Insured Details – In-Place Edit.   ♦ Interactive Reports – Users By Activity Numbers.   ♦ Interactive Reports – Renewal Averages – new columns – Change & Percentage Change.   ♦ Agency Commissions Based on Rules – Total Amounts.   ♦ Ability to check for [Not

NowCerts Momentum – Release Notes   ♦ Insureds / Prospects Insert – added duplicate record warning popover & ability to directly assign email for the contacts.   ♦ Agency Overview – Line of Business Class Tab.   ♦ Year in Review Report – Total Amounts option added.   ♦ Interactive Reports – Agent Commissions By