Ruthie Portalibre

System Update Today we have a release with some new features and improvements for the NC Momentum modules. Here is the list of changes included today:   Certificate Holders – Ability to apply, manage and display Tags. Certificate Holders – Added filter by tag. Renewal Center – ability to see tags and modify tags in Batch actions mode. Renewal […]

System Update  Over the weekend we deployed a system update. Here are some items that may be of interest to you.   Bug Fixes:   Insured Portal: Cleaned up functionality related to use of Templates. Fixed a reported bug on the Boats page in Insured items. Fixed some issues in the Archived list for Certificate

System Update  We have a release with some new features and additions for Momentum. Here is the list of changes included:   Lines of Business – Main List, Insert, Edit. Opportunity Stages – Main List, Insert, Edit. Quote Stages – Main List, Insert, Edit. Note Types – Main List, Insert, Edit. Prospect Statuses – Main

System Update  We hope everyone had a great weekend. Over the weekend our IT team deployed a minor system update addressing some reported issues as well as a few improvements. Here is a list of included items that may be of importance to our users:   Renewal Center fix: Agents with sufficient access privileges can now

Today we have a release with some new features and additions for Momentum. Here is the list of changes included today:   Added batch action ‘Remove Agents’ – for Policies, Quotes, Insureds, Prospects, Tasks, Opportunities. Added batch action ‘Replace Agent’ – for Policies, Quotes, Insureds, Prospects, Tasks, Opportunities. Batch Change Agency Address – ability to set

System Update  There was a system update over the weekend. Here are some items that may be of interest to you.   New Service Request – Add Vehicle Add Billing Company to the policy details When adding a contact to an insured/prospect, allow users to select from existing contacts Add a new filter for Tasks –

System Update  There was a system update over the weekend and here are some items that may be of interest to you.   BUG Fixes   Homeowner Coverages (A-F) fixed mapping issue for Acord 27. Referral Source fixed on some Export to Excel grids. Fixed search for Postponed Send Certificates (which require agency approval). Carrier Downloads – Workers Comp Included/Excluded – fixed indicator on Acord 25. Carrier

Update Release Notes   We continue the process of expanding the scope and functionality of the new “Momentum” modules. The ultimate goal is to gradually replace all parts of the current system with new modules. Today we deployed an update to the new Momentum Modules with the following items.   Here is the list of

System Update  Today we did a minor system update.   Here are some items of interest.   Regular System Updates   BUG Fixes   Mass Action COI send – fixed bug with download in ZIP. Enabled Spellcheck (browser default) for New Notes module Placeholders in templates in send files dialog Placeholders in templates in New

System Update  This weekend we updated the system with a few fixes and improvements. Here is a list of some items that may be of interest to users.   FIXES   NC – 1375: Fixed sorting and filtering issues in the Renewal Center.   IMPROVEMENTS   NC – 1409: Back9 Integration improvement: Improved quote form