Ruthie Portalibre

NowCerts Momentum – Release Notes – 03/24/2022

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 – 03/24/2022 Read More »

NowCerts Momentum – Release Notes – 03/17/2022

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 – 03/17/2022 Read More »

NowCerts Momentum – Release Notes – 03/02/2022

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 – 03/02/2022 Read More »

NowCerts Momentum – Release Notes – 02/24/2022

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

NowCerts Momentum – Release Notes – 02/24/2022 Read More »

NowCerts Momentum System Update – Release Notes – 02/03/2022

System Update Today we have a release with some new features and additions for Momentum.   Here is the list of changes included today:   Service Requests – Main List. Service Requests – Batch Actions – Change Status and Change Due Date. Agency Overview – Public Preview. Insureds / Prospects Details – Service Requests Tab.

NowCerts Momentum System Update – Release Notes – 02/03/2022 Read More »