System Update We have a release with some new features and additions for Momentum. Here is the list of changes included: Lines of Business – Main List, Insert, Edit. Opportunity Stages – Main List, Insert, Edit. Quote Stages – Main List, Insert, Edit. Note Types – Main List, Insert, Edit. Prospect Statuses – Main …
System Update We hope everyone had a great weekend. Over the weekend our IT team deployed a minor system update addressing some reported issues as well as a few improvements. Here is a list of included items that may be of importance to our users: Renewal Center fix: Agents with sufficient access privileges can now …
Today we have a release with some new features and additions for Momentum. Here is the list of changes included today: Added batch action ‘Remove Agents’ – for Policies, Quotes, Insureds, Prospects, Tasks, Opportunities. Added batch action ‘Replace Agent’ – for Policies, Quotes, Insureds, Prospects, Tasks, Opportunities. Batch Change Agency Address – ability to set …
New features and additions for Momentum as of November 04, 2021 Read More »
System Update There was a system update over the weekend. Here are some items that may be of interest to you. New Service Request – Add Vehicle Add Billing Company to the policy details When adding a contact to an insured/prospect, allow users to select from existing contacts Add a new filter for Tasks – …
System Update There was a system update over the weekend and here are some items that may be of interest to you. BUG Fixes Homeowner Coverages (A-F) fixed mapping issue for Acord 27. Referral Source fixed on some Export to Excel grids. Fixed search for Postponed Send Certificates (which require agency approval). Carrier Downloads – Workers Comp Included/Excluded – fixed indicator on Acord 25. Carrier …
NowCerts System Update Notes as of October 11, 2021 Read More »
Update Release Notes We continue the process of expanding the scope and functionality of the new “Momentum” modules. The ultimate goal is to gradually replace all parts of the current system with new modules. Today we deployed an update to the new Momentum Modules with the following items. Here is the list of …
Update Release Notes for New Momentum Modules (September 8, 2021) Read More »
System Update Today we did a minor system update. Here are some items of interest. Regular System Updates BUG Fixes Mass Action COI send – fixed bug with download in ZIP. Enabled Spellcheck (browser default) for New Notes module Placeholders in templates in send files dialog Placeholders in templates in New …
System Update This weekend we updated the system with a few fixes and improvements. Here is a list of some items that may be of interest to users. FIXES NC – 1375: Fixed sorting and filtering issues in the Renewal Center. IMPROVEMENTS NC – 1409: Back9 Integration improvement: Improved quote form …
System Update There was a small system update last weekend. Here are some items of interest. IMPROVEMENTS (NC-1306) – Add Agency Logo on the Policy Summary (print PDF). (NC-1335) – Change ePayPolicy ACH fees to match their new schedule (1% with $5 maximum). (NC-1288) – Check and warn if an object already …
System Update Below is a summary of system updates from July 17, 2021. IMPROVEMENTS Carrier Downloads – Updated system with the latest collection of carrier custom coverage codes. Property Details page, Copy data from property fields to the Acord 140 section on the property details page (which is mapped to the Acord …