Ruthie Portalibre

Momentum Update Our new release today includes a new feature and many enhancements to Momentum. More information is provided below.   New Feature: In-Place Editing: This feature allows you to select edit on certain pages, and it will open the selected fields for editing without leaving the details page.   -In Place Edit option added to: […]

NowCerts Update Our new release today includes some new features and enhancements to Momentum. More information is provided below.   On-Page Edit Option Added To: – Properties – Motor Truck Cargo – HOA Unit Interactive Reports: Retention Ratio by Carrier available for public preview. Cross-Sell Interactive Report: Added apply tag as a Grid & Batch

NowCerts Update 05/05/2022 The latest NowCerts update is presented below. We hope you enjoy the new features and the additional improvements.   New Feature   On-page editing: Allows you to quickly edit an item without leaving the items menu. We have added this feature to these specific item menus. Vehicles list Drivers list Equipment list

NowCerts Update 04/28/2022 The latest NowCerts update is presented below. We hope you enjoy the new features and the improvements.   Training Center: Added a Training Center allowing agencies and agents to click on the question mark in the upper right corner to learn more about parts of NowCerts. Agents: Moved the Agents details page

NowCerts Momentum – Release Notes Our new release today brings some new features and additions to Momentum. You can read more about them below:   Interactive Reports: Added to Navigation Menu New Contacts/Reps section:  Contacts / Reps By Type Contacts / Reps By Age Contacts / Reps By Birthday Month Contacts / Reps By Birthday

NowCerts Momentum – Release Notes Our latest release for Momentum contains some new features and enhancements. Below is a list of changes made today:   Menus that have been moved to Momentum: Reps menu: The Reps menu within a contact. IVANS Session Logs – Main List. IVANS Custom AL3 Files – Main List. Additional Enhancements:

NowCerts Momentum – Release Notes Here is the list of changes included in today’s Weekly Momentum update:   Policy Coverage Preview – Personal Auto. Interactive Reports – Public Preview for ‘Production and Revenue by Endorsement’ (still under development). Insured / Prospects Details – Carrier Downloads Tab. Policies / Quotes Details – Delete action. Policies/ Quotes

NowCerts Momentum – Release Notes Today we have a release with some new features and additions for Momentum. Here is the list of changes included today:   Certificates – main list. Agency Overview – Ability to select sub-agency to filter. Interactive Reports – Public Preview for ‘Production and Revenue by Policy’ (still under development). Tasks

NowCerts Momentum – Release Notes Here is the list of changes included today’s Weekly Momentum update:   New Interactive Reports – “Insureds By ” various criteria. Interactive Reports – “Prospects By ” various criteria. Global Search Default Settings Configurator. Users can now configure default settings for their global search. Policy – Added Custom Coverages to

NowCerts Momentum – Release Notes Here is the list of changes included in the Weekly Momentum update:   Agency Overview – Ability to filter overview lists by Carrier, MGA, Referral Source, etc. Agency Overview – Display generated agency commission for overview lists like Carrier, MGA, Referral Source, etc. My Last 10 Insureds Page. Batch Action