NowCerts Update Our new release today includes some new features and enhancements to Momentum. More information is provided below. On-Page Edit Option Added To: – Properties – Motor Truck Cargo – HOA Unit Interactive Reports: Retention Ratio by Carrier available for public preview. Cross-Sell Interactive Report: Added apply tag as a Grid & Batch …
NowCerts Update 05/05/2022 The latest NowCerts update is presented below. We hope you enjoy the new features and the additional improvements. New Feature On-page editing: Allows you to quickly edit an item without leaving the items menu. We have added this feature to these specific item menus. Vehicles list Drivers list Equipment list …
NowCerts Update 04/28/2022 The latest NowCerts update is presented below. We hope you enjoy the new features and the improvements. Training Center: Added a Training Center allowing agencies and agents to click on the question mark in the upper right corner to learn more about parts of NowCerts. Agents: Moved the Agents details page …
NowCerts Momentum – Release Notes Our new release today brings some new features and additions to Momentum. You can read more about them below: Interactive Reports: Added to Navigation Menu New Contacts/Reps section: Contacts / Reps By Type Contacts / Reps By Age Contacts / Reps By Birthday Month Contacts / Reps By Birthday …
NowCerts Momentum – Release Notes Our latest release for Momentum contains some new features and enhancements. Below is a list of changes made today: Menus that have been moved to Momentum: Reps menu: The Reps menu within a contact. IVANS Session Logs – Main List. IVANS Custom AL3 Files – Main List. Additional Enhancements: …
NowCerts Momentum – Release Notes Here is the list of changes included in today’s Weekly Momentum update: Policy Coverage Preview – Personal Auto. Interactive Reports – Public Preview for ‘Production and Revenue by Endorsement’ (still under development). Insured / Prospects Details – Carrier Downloads Tab. Policies / Quotes Details – Delete action. Policies/ Quotes …
NowCerts Momentum and General System Release Notes – 04/07/2022 Read More »
NowCerts Momentum – Release Notes Today we have a release with some new features and additions for Momentum. Here is the list of changes included today: Certificates – main list. Agency Overview – Ability to select sub-agency to filter. Interactive Reports – Public Preview for ‘Production and Revenue by Policy’ (still under development). Tasks …
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 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 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 – …