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 …
Momentum Update ♦ Carrier Downloads – Main List – New Grid Action – Merge Not Merged – Play Video ♦ Carrier Downloads – Main List – New Grid Action – Merge Not Merged And Matched. ♦ Policy Coverages – In-Place Edit for these types – Play Video Flood Coverage / Excess Policy Flood Coverage …
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 …
Momentum Update ♦ Parent or Sub-Agency Commission Statements – Main List. ♦ Interactive Reports – Policies / Quotes by Insured Type. ♦ Interactive Reports – Policies / Quotes by Insured Type of Business. ♦ Interactive Reports – Financial Summary & Lost Business – display graphics for the calculation amounts divided by …
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 …
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 …
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 …
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 …
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 …
Momentum Update The following is a list of the items included in yesterday’s update: ♦ On-Page Edit – New Objects Available – Video Referral Source Finance Company Other Company ♦ Interactive Reports – Video Insureds / Prospects By Type Insureds / Prospects By Business Type Cross-Sell Opportunities – Added Search Filter by Referral Source …