Ruthie Portalibre

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  

Momentum Update The following is a list of the items included in yesterday’s update:   -New Features: Check for Duplicate Emails: This new section under Miscellaneous>Tools will show you all of your clients who have the same email addresses. Check for Duplicated Phones: The new section found under Miscellaneous>Tools will show you all your clients

NowCerts Update Today we have a release with some new features and additions to Momentum. Here is the list of changes included today:   -In-place edit option added to: Carrier Details Page MGA Details Page -On-page edit option added to: Opportunities Health Plan Members Animals -Additional Enhancements: Interactive Reports: Renewal Averages by carrier added for

Momentum Update Yesterday we have a release with some new features and additions for Momentum. Here is the list of changes included today.   -In-place edit option added to: Finance Company details page Other contacts details page -On-page edit option added to the follow Insured items: Workers compensation Life Insurance Boat -Mass Action tool for Send