Updates

NowCerts Momentum – Release Notes   ♦ Additional Interest – Insert / Edit.   ♦ Tag Categories & Tags – Insert / Edit.   ♦ Interactive Reports – KPI – Leads Conversion Rate Per Agent.   ♦ Interactive Reports – KPI – New Leads Per Agent.   ♦ Policy Specific Lists (Lapsed, Cancelled, Recent Production, […]

NowCerts Momentum – Release Notes   ♦ Opportunity – Insert/Edit Page.   ♦ Work Group – Insert/Edit Page.   ♦ Interactive Reports – Tasks By Category.   ♦ Agent Details – Commission Rules – Added Copy Option.   ♦ Agency Locations – New Batch Action – Change Type.   ♦ Service Requests – Details Subline

NowCerts Momentum – Release Notes   ♦ Carriers – Insert / Edit Page.   ♦ Packaged Policies – Insert / Edit Page.   ♦ Interactive Reports – Claims by:     – Policy     – Tag     – State   ♦ Interactive Reports – Insured Access Accounts – added new search filter by

NowCerts Momentum – Release Notes   ♦ MGA – Insert / Edit Page.   ♦ Rolodex – Insert / Edit Page.   ♦ Endorsement Receivables – Main List.   ♦ Endorsement Receivables – Batch Actions – Change Type & Due Date.   ♦ Endorsements Main List – Added new search filter by Entered Date.  

NowCerts Momentum – Release Notes   ♦ Finance Companies – Insert / Edit Page.   ♦ Other Companies – Insert / Edit Page.   ♦ Interactive Reports – Claims By:   Type Status Carrier Insured   ♦ Endorsements Main List – Batch Actions for Billing Status / Follow Up Person / Follow Up Date.  

NowCerts Momentum – Release Notes   ♦ Referral Source – Insert/Edit Page.   ♦ Certificate Holder – Insert/Edit Page.   ♦ Interactive Reports – * by Insured – display information for email, phone, address. (tasks, contacts, opportunities, properties, vehicles)   ♦ Endorsements – Main List.   ♦ Endorsements – Main List – Batch Actions –

NowCerts Momentum – Release Notes   ♦ Pending Cancellations – Insert/Edit Page.   ♦ Linked Insureds – Insert/Edit Page.   ♦ Issued Payments – Main List.   ♦ Endorsements – Agency Commissions – Batch Actions – Change Type & Due Date.   ♦ Policies / Quotes Details – Finance Agreements tab.   ♦ Claims Details

NowCerts Momentum – Release Notes   ♦ Contacts / Reps – Insert / Edit Page.   ♦ Finance Agreements – Insert / Edit Page.   ♦ Endorsements – Agency Commissions – Main List.   ♦ Claims – Apply, display and filter by tags.   ♦ Opportunities – Added new search filter by policy.   ♦

NowCerts Momentum – Release Notes   ♦ Endorsement Agent Commissions – Main List.   ♦ Endorsement Commission Adjustments – Main List.   ♦ Insured Items – Driver – Insert / Edit Page.   ♦ Insured Items – Group Health Member – Insert / Edit Page.   ♦ Ledger Account Journal Entries – Main List.  

NowCerts Momentum – Release Notes   ♦ Insured Items – Equipment – Insert / Edit Page.   ♦ Insured Items – Bailbond – Insert / Edit Page.   ♦ Payables – Main List.   ♦ Finance Company Incentive Fees – Main List.   ♦ Custom Coverages – In-Place Edit.   ♦ Loss Runs Requests –