Ruthie Portalibre

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

NowCerts Momentum – Release Notes   ♦ Ledger Accounts – On-Page Edit.   ♦ Ledger Accounts – Manual Journal Entries – List, Insert, On-Page Edit.   ♦ Interactive Reports – Insureds / Prospects by Sub-Agency.   ♦ Interactive Report – Account Current – Added new search filters. (insured / policy agent, csr, tag)   ♦

NowCerts Momentum – Release Notes   ♦ Quotes – On-Page Edit.   ♦ Linked Insureds Policies – On-Page Edit.   ♦ Interactive Reports – Vehicles by: Type Year Insured ♦ Interactive Reports – Policies / Quotes by Sub-Agency.   ♦ Info Center – Ability to add initial linked insured.   ♦ Aliases – Grid Action

NowCerts Momentum – Release Notes   ♦ Policy List – On-Page Edit.   ♦ Linked Insureds Opportunities / Linked Insureds Contacts – On-Page Edit.   ♦ Interactive Report – Revenue Policy Amounts – Added new search filter Agency Commission Received Date.   ♦ Interactive Report – Contacts / Reps by Insured.   ♦ Vehicles –

NowCerts Momentum – Release Notes   ♦ Interactive Report – Renewing Policies by Insured. (Public Preview)   ♦ Interactive Report – Insureds / Prospects by City.   ♦ Interactive Report – Tasks by Insured – Grid actions menu with several options.   ♦ Linked Insureds – On-Page Edit.   ♦ Insureds / Prospects – Info