Ruthie Portalibre

NowCerts Momentum – Release Notes – 01/11/2024

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Year in Review Report.   ♦ Interactive Reports – Renewing Policies By Insured –  Total Amounts.   ♦ Agency Commissions List  – Added new filters for Commission, Commission Received and Balance.   ♦ Endorsements List – Added new filter ‘Has Agency Commission’.   ♦ Carrier

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NowCerts Momentum – Release Notes – 12/21/2023

NowCerts Momentum – Release Notes   ♦ Description Templates – Insert/Edit.   ♦ Interactive Reports – Configuration Wizard.   ♦ Interactive Reports – Agency Commissions Based on Rules.   ♦ Dashboard – Ability to have separate configuration for the lists in Grids Tab compared to the regular lists.   ♦ Global Search Results – Display

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NowCerts Momentum – Release Notes – 10/26/2023

NowCerts Momentum – Release Notes   ♦ General Liability – Insert/Edit.   ♦ Interactive Reports – Insureds / Prospects By SIC Code.   ♦ Interactive Reports – Claims By * – Display aggregated amount paid.   ♦ Interactive Reports – Account Current – Ability to display aggregate information.   ♦ Linked Insureds Locations – Ability

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