Ruthie Portalibre

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

System Update    There was a small system update last weekend. Here are some items of interest.   IMPROVEMENTS   (NC-1306) – Add Agency Logo on the Policy Summary (print PDF). (NC-1335) – Change ePayPolicy ACH fees to match their new schedule (1% with $5 maximum). (NC-1288) – Check and warn if an object already

System Update    Below is a summary of system updates from July 17, 2021.   IMPROVEMENTS   Carrier Downloads – Updated system with the latest collection of carrier custom coverage codes.  Property Details page, Copy data from property fields to the Acord 140 section on the property details page (which is mapped to the Acord

System Update Release Notes   Below is a summary of bug fixes and improvements from the last two weeks. Some were already included in the previous post.   Issue Fixes   Carrier Downloads – Full Glass inclusion for certain carrier products (custom codes). Carrier Downloads – several fixes for Commercial Property based on custom carrier codes. Carrier Downloads:

System Update Release Notes   There was a minor update over the weekend that addressed several known issues. We also took the opportunity to add a few requested functionality enhancements. Below is the short list by category.   System Improvements   Generate Certificates of Insureds in bulk (“mass action”) for Professional Liability members (similar to the functionality for Additional Interests).