Ruthie Portalibre

MOMENTUM UPDATE 09/21/2022

Momentum Update   ♦ Policy Coverages – In-Place edit for these types:  Play Video  Uninsured Motorists Underinsured Motorists ♦ Interactive Reports – Opportunities By Cost of Lead.  Play Video    ♦ Interactive Reports – Tasks By:  Play Video  Status Priority Insured ♦ Agency Locations – Details Page – New Tab – Sales Goals.  Play Video    ♦ List …

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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  …

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MOMENTUM UPDATE 09/01/2022

Momentum Update   ♦ Carrier Downloads – Main List – Play Video   ♦ Policy-Level Coverages – In-Place Edit – Play Video  Crime 24 Property 24 Excess Umbrella Physical Damage Reefer Breakdown ♦ Interactive Reports – Policies / Quotes By Insured Tag.   ♦ Interactive Reports – Policies / Quotes By State. – Play Video   ♦ Insureds …

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Momentum Update 08/03/2022

Momentum Update   ♦ Interactive Reports – Lost Business (Public Preview) – Play Video   ♦ Agent Commission Statements – Main List – Play Video   ♦ Carriers Main List – Batch Action – Change Active – Play Video   ♦ Insureds / Prospects Details – Activity Reminders Tab added – Play Video   ♦ Insureds / Prospects Details …

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Momentum Update 07/27/2022

Momentum Update   ♦ Policy-Level Coverages – In-Place Edit – Play Video   General Liability Garage Liability Garage Keepers Liability Inland Marine Life and Health ♦ Interactive Reports – Quotes By –  Play Video Referral Source Agency Location Line of Business Class Tag Quote Stage ♦ Interactive Reports – Insured Financial Summary – added Calculations option. – Play Video …

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MOMENTUM UPDATE 07/21/2022

Momentum Update   ♦ Policy Level Coverages – In-Place Edit for certain types – Play Video  Automobile Liability Contingent Auto Liability Boiler and Machinery or Equipment Breakdown Cargo Contingent Cargo ♦ Agency Location – Details Page – Play Video   ♦ Agency Overview – Added Calculations for different policy-related tab panels – Play Video   ♦ Interactive Reports …

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MOMENTUM UPDATE 07/14/2022

Momentum Update   ♦ On-Page Edit – New Objects Available – Play Video  Agency Locations Health Plan Sub Groups ♦ Interactive Reports – Insured Financial Summary – Public Preview – Play Video    ♦ Agency Commission Statements – Main List –  Play Video    ♦ Broker Commission Statements – Main List.   ♦ New Access Right for Using …

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Momentum Update 07/07/2022

Momentum Update The following is a list of the items included in yesterday’s update:   ♦ On-Page Edit – New Objects Available – Play Video Pending Cancellations Packaged Policies Work Groups ♦  Interactive Reports – Insureds/Prospects By Create Date. – Play Video   ♦  Interactive Reports – Insureds Access Accounts. – Play Video ♦ Carriers / MGA List …

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