Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Loss Runs Requests – Insert / Edit.   ♦ Sales Goals – Insert / Edit.   ♦ Interactive Reports – Policies By * – Added new filters by Business Type & Business Sub-Type.   ♦ Interactive Reports – Production & Revenue by Endorsement – Added new columns Business […]

NowCerts Momentum – Release Notes   ♦ Service Requests – Insert/Edit – Several Types: Add Vehicle Address Change Vehicle Transfer Certificate of Insurance Policy Change Request – Other General New ♦ Ability to repeat the insert operation after another insert or edit of the same record type. (Drivers & Equipments)   ♦ Vehicles – VIN

NowCerts Momentum – Release Notes   ♦ Service Requests – Insert/Edit for the following types: General Add Driver Replace Driver  Remove Driver ♦ Interactive Reports – KPI – Quote Bound Rate.   ♦ Interactive Reports – KPI – Response Time.   ♦ Endorsement Split – Initial Version.   ♦ Pending Cancellations Global List – Ability

NowCerts Momentum – Release Notes   Momentum:   ♦ Agent Charges – Insert / Edit.   ♦ Interactive Reports – KPI – Quotes Agent Rate.   ♦ Interactive Reports – Tasks By Location.   ♦ Agency Overview – Added New Tab – Origin.   ♦ Policy / Quotes Details – display all insured items in

NowCerts Momentum – Release Notes   ♦ Additional Interest – Insert / Edit.   ♦ Tag Categories & Tags – Insert / Edit.   ♦ Interactive Reports – KPI – Leads Conversion Rate Per Agent.   ♦ Interactive Reports – KPI – New Leads Per Agent.   ♦ Policy Specific Lists (Lapsed, Cancelled, Recent Production,

NowCerts Momentum – Release Notes   ♦ Opportunity – Insert/Edit Page.   ♦ Work Group – Insert/Edit Page.   ♦ Interactive Reports – Tasks By Category.   ♦ Agent Details – Commission Rules – Added Copy Option.   ♦ Agency Locations – New Batch Action – Change Type.   ♦ Service Requests – Details Subline

NowCerts Momentum – Release Notes   ♦ Carriers – Insert / Edit Page.   ♦ Packaged Policies – Insert / Edit Page.   ♦ Interactive Reports – Claims by:     – Policy     – Tag     – State   ♦ Interactive Reports – Insured Access Accounts – added new search filter by

NowCerts Momentum – Release Notes   ♦ MGA – Insert / Edit Page.   ♦ Rolodex – Insert / Edit Page.   ♦ Endorsement Receivables – Main List.   ♦ Endorsement Receivables – Batch Actions – Change Type & Due Date.   ♦ Endorsements Main List – Added new search filter by Entered Date.  

NowCerts Momentum – Release Notes   ♦ Finance Companies – Insert / Edit Page.   ♦ Other Companies – Insert / Edit Page.   ♦ Interactive Reports – Claims By:   Type Status Carrier Insured   ♦ Endorsements Main List – Batch Actions for Billing Status / Follow Up Person / Follow Up Date.  

NowCerts Momentum – Release Notes   ♦ Referral Source – Insert/Edit Page.   ♦ Certificate Holder – Insert/Edit Page.   ♦ Interactive Reports – * by Insured – display information for email, phone, address. (tasks, contacts, opportunities, properties, vehicles)   ♦ Endorsements – Main List.   ♦ Endorsements – Main List – Batch Actions –