Updates

New features and additions for Momentum as of November 04, 2021

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 …

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NowCerts System Update Notes as of October 11, 2021

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 …

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Update Release Notes for New Momentum Modules (September 8, 2021)

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 …

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