Updates

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

NowCerts Momentum – Release Notes   ♦ Service Requests – Insert/Edit for the following types: General Add Driver Replace Driver  Remove Driver ♦ Interactive Reports – KPI – Quote Bound Rate.   ♦ Interactive Reports – KPI – Response Time.   ♦ Endorsement Split – Initial Version.   ♦ Pending Cancellations Global List – Ability

NowCerts Momentum – Release Notes   Momentum:   ♦ Agent Charges – Insert / Edit.   ♦ Interactive Reports – KPI – Quotes Agent Rate.   ♦ Interactive Reports – Tasks By Location.   ♦ Agency Overview – Added New Tab – Origin.   ♦ Policy / Quotes Details – display all insured items in