Ruthie Portalibre

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

NowCerts Momentum – Release Notes Today we have a release with some new features and additions for Momentum. Here is the list of changes included:   Interactive Reports (Agency Overview)- added filters by Policy Status, Tag and Sub Agency. Agency Overview – Carrier Tab – new grid Active Policies by Parent Carrier. Batch Action –

NowCerts System Update We deployed a system update over the weekend. Here are some items of interest.   Bug Fixes   Quote Application Webhook – agency profile options – Create a Prospect automatically enabled. Acord 146 – Fixed the sorting for equipment.  Carrier Downloads – Assigning the proper AI code based on carrier codes (Loss Payee,

NowCerts Momentum – Release Notes Today’s weekly update for Momentum includes the following changes:   Agency Overview: New interactive reports section for Production Reports. Agency Overview – small modifications and improvements for the end of month. Insured Items (Vehicles, Drivers, Equipment, Properties, WC, GL) – Grid Actions – Assign Policy. Invoices/Receipts, Issue Payments, Broker Invoices/Receipts

NowCerts Momentum – Release Notes The conversion to Momentum continues. Here is the list of changes included in this week’s Momentum update:   Agency – Details Page. Service Requests – General – Details Page. Agency Overview – new tab – Tag.  Opportunities – Batch Change Due Date. Principals – Batch Change Type. Insureds / Prospects