NowCerts Momentum – Release Notes ♦ Dashboard – Ability to set prefered dashboard. ♦ Dashboard – Ability to set the grids tab as default one. ♦ Journal – Preview, Insert, Edit. ♦ Interactive Reports – Service Requests By: Type Status Insured ♦ Interactive Reports – Activity Numbers by Insured / Prospect …
NowCerts Momentum – Release Notes ♦ Insureds – Insert / Edit. ♦ Interactive Reports – Number of Created Activities By Insured / Prospect. ♦ Global Search Results – display assigned tags for insureds / prospects. ♦ Global Search Results – display co-insured if any. ♦ 2FA – Enforce Option for …
NowCerts Momentum – Release Notes ♦ General Liability – Insert/Edit. ♦ Interactive Reports – Insureds / Prospects By SIC Code. ♦ Interactive Reports – Claims By * – Display aggregated amount paid. ♦ Interactive Reports – Account Current – Ability to display aggregate information. ♦ Linked Insureds Locations – Ability …
NowCerts Momentum – Release Notes ♦ Customer Statement of Account (Main & Alternative version) – Insert / Edit. ♦ Interactive Reports – Claims by Agent. ♦ Interactive Reports – Tasks By Tag. ♦ Interactive Reports By * By Month – Ability to switch between 6, 12 and YTD months view and …
NowCerts Momentum – Release Notes ♦ Workers Compensation – Insert/Edit. ♦ Interactive Reports – Producer Overview. ♦ Interactive Reports – Auto Liability Limits – Added new search filter for policy. ♦ Tasks – Ability to apply tags, display tags & filter by tags. ♦ Claims – Ability to assign agents. …
NowCerts Momentum – Release Notes ♦ Task Categories – Insert / Edit. ♦ Task Groups – Insert / Edit. ♦ Service Requests – Ability to assign policies to all available service request types. ♦ Interactive Reports – Policies By Referral Source By Month & Policies By Location By Month. ♦ …
NowCerts Momentum – Release Notes ♦ Claims – Insert/Edit: General Liability Workers Compensations Other ♦ Interactive Reports – Policies By Carrier By Month. ♦ Interactive Reports – Policies By MGA By Month. ♦ Interactive Reports – Policies By State By Month. ♦ Other Companies – On-Page Edit – Added Commission. …
NowCerts Momentum – Release Notes ♦ Claims – Insert/Edit: Property Loss Automobile Loss ♦ CL Rating Data – Insert / Edit. (available in details pages under general) ♦ Interactive Reports – Policies By Agent By Month. ♦ Interactive Reports – Client Multiple Lines of Business. ♦ Referral Sources – On-Page Edit …
NowCerts Momentum – Release Notes ♦ Loss Runs Requests – Insert / Edit. ♦ Sales Goals – Insert / Edit. ♦ Interactive Reports – Policies By * – Added new filters by Business Type & Business Sub-Type. ♦ Interactive Reports – Production & Revenue by Endorsement – Added new columns Business …
NowCerts Momentum – Release Notes ♦ Service Requests – Insert/Edit – Several Types: Add Vehicle Address Change Vehicle Transfer Certificate of Insurance Policy Change Request – Other General New ♦ Ability to repeat the insert operation after another insert or edit of the same record type. (Drivers & Equipments) ♦ Vehicles – VIN …