Ruthie Portalibre

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

Momentum Update Today we have a release with some new features and additions for Momentum.   Here is the list of changes included today:   Agency Overview – New Tabs Added – MGA, Referral Source, Agent, CSR. Prospects List – new filter – Has Active Policy. Insureds / Prospects List – Batch Change Active. Insureds

Momentum Update Today we have a release with some new features and additions for Momentum.   Here is the list of changes included today:   Ability to have completely separate configurations for policy main list, policy list on initial insured/prospect screen and policy list in the separate insured/prospect tab. Global Search Page. Insureds / Prospects List

NowCerts System Update Over the weekend we deployed a system update. Here is the summary of fixes and improvements:   Bug Fixes   Watercraft Quote Application errors fixed. Extending the logic of policy [controlling] state to always set a state on the policy record. Personal Package LOB error on Policy page fixed. Pending Cancelation notifications

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.

Momentum Release Notes  Here is the list of changes included in today’s release:   Certificate Holders – Details Page. Quote Applications – Main List. Tasks – Ability to see all tasks in the details pages of insureds, prospects, policies, quotes even if the Agent or CSR has a View Only Assigned restriction for the global

System Update  Over the weekend we deployed a system update. Below is a summary of fixes and improvements.   Issue Fixes:   Carrier Downloads – fixed processing of Reinstatements when there are multiple cancellation confirmations and cancellation requests. Fixed the counter for overdue Tasks. Claims processing from carrier downloads: The system now checks to update an