Ruthie Portalibre

NowCerts Momentum – Release Notes   ♦ Prospects List – On Page Edit.   ♦ Insureds List – On Page Edit (additions for emails and phones fields).   ♦ Interactive Reports – Policy Amounts By: Carrier MGA Line of Business ♦ Primary Side Navigation – Display Dynamic Search even if collapsed.   ♦ Primary Side […]

NowCerts Momentum – Release Notes   ♦ Insureds List – On-Page Edit.   ♦ Prospects List – New Batch Action – Move to Sub-Agency.   ♦ Policies Details Page – Invoices / Receipts Tab.   ♦ Recent Production List – Added new search filters – Carrier & MGA.   ♦ Cancelled Policies – Added new

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Account Current – Added new search filter – Billing Type.   ♦ Interactive Reports – Agency NET Agents Commission – Added new search filter Agent Commission and new column Percent.   ♦ Policies / Quotes – New Batch Action – Change Agents / CSRs to

NowCerts Momentum – Release Notes   ♦ Interactive Report – Revenue Policy – New available columns – Agent, CSR, Line of Business.   ♦ Interactive Report – Revenue Policy Amounts – Added second table with agency commission information.   ♦ Certificates Sent – New Batch Action – Approve.   ♦ Certificates Sent – Insured Tag

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Revenue Policy Amounts (Public Preview).   ♦ Interactive Reports – Tasks By Assigned Agent.   ♦ Insureds List – Added new search filter for X-Dates.   ♦ Vehicles List – Added new on-page edit field – Type of Use.   ♦ Vehicles List – Added

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Opportunities by Policy.   ♦ Interactive Reports – * by Policy – display info center.   ♦ Policy List – Added new search filters – Has Agency Commission / Has Agent Commission.   ♦ Agency Commission Statements List – New grid action – Generate Agent

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Properties By: State Property Use Insured ♦ Interactive Reports – Insured Access Accounts – Add new search filter – Email.   ♦ Insured / Prospect List – ability to search by alias.   ♦ Prospects Details – Added Proof of Insurance Tab.   ♦ Properties

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Customizable Favorites Page.   ♦ Interactive Reports – Renewal Averages Reports – Ability to filter by Agent & Agency Location.   ♦ Interactive Reports – Policies / Quotes by Premium Sent.   ♦ Renewal Center – Batch Actions for Agents – Assign, Replace, Remove.  

Momentum Update   ♦ Dynamic Search & Fast Action Icons – Stay Always Visible at the top.   ♦ Dynamic Search – Ability to focus on the textbox with a shortcut ( Ctrl + ; ).   ♦ Interactive Reports – Policies / Quotes by Business Sub-Type.   ♦ Interactive Reports – Retention Ratio Reports

Momentum Update   ♦ Two-factor authentication: Added the option to use 2FA for agency/agent accounts. Play Video    ♦ Send Certificate: Send a copy to the Insured: Option to send to multiple email addresses for the insured.   ♦ Reverse mapping: Added additional fields to the reverse mapping selection: DL State, DL year, CDL year, Business Type, Description, Todays Date   ♦