Ruthie Portalibre

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   ♦

Momentum Update   ♦ Interactive Reports – Policies / Quotes by Origin.  Play Video  ♦ Interactive Reports – Policies / Quotes by Insured.   ♦ Agency Overview – Ability to filter by agent.  Play Video ♦ Apply Tag Dialog – Ability to remove all applied tags.   ♦ Policies / Quotes List – Added new search filter

Momentum Update   ♦ Policy Coverages – In-Place edit for these types:  Play Video  Uninsured Motorists Underinsured Motorists ♦ Interactive Reports – Opportunities By Cost of Lead.  Play Video    ♦ Interactive Reports – Tasks By:  Play Video  Status Priority Insured ♦ Agency Locations – Details Page – New Tab – Sales Goals.  Play Video    ♦ List

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