Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Pending Cancellations – Insert/Edit Page.   ♦ Linked Insureds – Insert/Edit Page.   ♦ Issued Payments – Main List.   ♦ Endorsements – Agency Commissions – Batch Actions – Change Type & Due Date.   ♦ Policies / Quotes Details – Finance Agreements tab.   ♦ Claims Details […]

NowCerts Momentum – Release Notes   ♦ Contacts / Reps – Insert / Edit Page.   ♦ Finance Agreements – Insert / Edit Page.   ♦ Endorsements – Agency Commissions – Main List.   ♦ Claims – Apply, display and filter by tags.   ♦ Opportunities – Added new search filter by policy.   ♦

NowCerts Momentum – Release Notes   ♦ Endorsement Agent Commissions – Main List.   ♦ Endorsement Commission Adjustments – Main List.   ♦ Insured Items – Driver – Insert / Edit Page.   ♦ Insured Items – Group Health Member – Insert / Edit Page.   ♦ Ledger Account Journal Entries – Main List.  

NowCerts Momentum – Release Notes   ♦ Insured Items – Equipment – Insert / Edit Page.   ♦ Insured Items – Bailbond – Insert / Edit Page.   ♦ Payables – Main List.   ♦ Finance Company Incentive Fees – Main List.   ♦ Custom Coverages – In-Place Edit.   ♦ Loss Runs Requests –

NowCerts Momentum – Release Notes   ♦ Insured Items – Professional Liability – Insert / Edit Page.   ♦ Insured Items – Life Insurance – Insert / Edit Page.   ♦ Insured Items – Health Plan Sub-Group – Insert / Edit Page.   ♦ Agent Charges – On-Page Edit.   ♦ Inline Marine – On-Page

NowCerts Momentum – Release Notes   ♦ HOA Unit – Insert / Edit Page.   ♦ Motor Truck Cargo – Insert / Edit Page.   ♦ Direct Bill Payments Main List.   ♦ Invoices – Added ability to apply tags and filter by tags.   ♦ MGA List – Batch Action – Change Active.  

NowCerts Momentum – Release Notes   ♦ Custom Fields Advanced – Main List.   ♦ Custom Fields Advanced – Insert / Edit.   ♦ Agent Charges – Main List.   ♦ Policy / Quotes Details Pages – restructure the initial screen.   ♦ Policy Details – Amounts – Receivables & Payables – Show balance in

NowCerts Momentum – Release Notes   ♦ Insureds / Prospects Details – Advanced Custom Fields Tab.   ♦ Interactive Reports – Vehicles By: Make Model Type of Use ♦ Display Effective & Expiration Dates for policies in most grids on mouse hover.   ♦ Policy Coverages – Ability to check lien holders in the tables

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Prospects By Prospect Status.   ♦ Interactive Reports – Prospects By Prospect Type.   ♦ Interactive Reports – Display whole numbers, without cents.   ♦ Details Pages – Make the second information line stay at the top.   ♦ Google Maps Address Preview.   ♦

NowCerts Momentum – Release Notes   ♦ Tasks – On-Page Edit.   ♦ Description Templates – On-Page Edit.   ♦ Interactive Reports – Properties by Policy.   ♦ Interactive Reports – Vehicles by Policy.   ♦ Agent Details – Added E&O Information.   ♦ Tag Details – Added new tab – Agents.   ♦ Claims