What do you need to know? Effective 10/1/2022 we are making changes to our pricing structure for all new accounts/subscriptions on our Momentum AMS platform. This is the first substantive pricing update since we launched NowCerts close to a decade ago. This updated pricing reflects the increased value we have delivered to our customers since the beginning. Current subscribers will benefit […]
Pricing Changes to Momentum AMS Read More »
Momentum Update ♦ Interactive Reports – Policies / Quotes by Origin. Play Video ♦ Interactive Reports – Policies / Quotes by Insured. ♦ Agency Overview – Ability to filter by agent. Play Video ♦ Apply Tag Dialog – Ability to remove all applied tags. ♦ Policies / Quotes List – Added new search filter
MOMENTUM UPDATE 09/29/2022 Read More »
Momentum Update ♦ Policy Coverages – In-Place edit for these types: Play Video Uninsured Motorists Underinsured Motorists ♦ Interactive Reports – Opportunities By Cost of Lead. Play Video ♦ Interactive Reports – Tasks By: Play Video Status Priority Insured ♦ Agency Locations – Details Page – New Tab – Sales Goals. Play Video ♦ List
MOMENTUM UPDATE 09/21/2022 Read More »
Momentum Update ♦ Policy Coverages – In-Place Edit For These Types: Play Video Agricultural Liability Acord 27 Coverage Information Others / Others2 / Others3 / Others4 ♦ Insureds / Prospects – Custom Fields – In-Place Edit. Play Video ♦ Insureds / Prospects – Custom X-Dates – In-Place Edit. ♦ Interactive Reports – Opportunities By: Play Video
MOMENTUM UPDATE 09/15/2022 Read More »
Momentum Update ♦ Carrier Downloads – Main List – New Grid Action – Merge Not Merged – Play Video ♦ Carrier Downloads – Main List – New Grid Action – Merge Not Merged And Matched. ♦ Policy Coverages – In-Place Edit for these types – Play Video Flood Coverage / Excess Policy Flood Coverage
MOMENTUM UPDATE 09/08/2022 Read More »
Momentum Update ♦ Carrier Downloads – Main List – Play Video ♦ Policy-Level Coverages – In-Place Edit – Play Video Crime 24 Property 24 Excess Umbrella Physical Damage Reefer Breakdown ♦ Interactive Reports – Policies / Quotes By Insured Tag. ♦ Interactive Reports – Policies / Quotes By State. – Play Video ♦ Insureds
MOMENTUM UPDATE 09/01/2022 Read More »
Momentum Update ♦ Parent or Sub-Agency Commission Statements – Main List. ♦ Interactive Reports – Policies / Quotes by Insured Type. ♦ Interactive Reports – Policies / Quotes by Insured Type of Business. ♦ Interactive Reports – Financial Summary & Lost Business – display graphics for the calculation amounts divided by
MOMENTUM UPDATE 08/26/2022 Read More »
Momentum Update ♦ Interactive Reports – Lost Business (Public Preview) – Play Video ♦ Agent Commission Statements – Main List – Play Video ♦ Carriers Main List – Batch Action – Change Active – Play Video ♦ Insureds / Prospects Details – Activity Reminders Tab added – Play Video ♦ Insureds / Prospects Details
Momentum Update 08/03/2022 Read More »
Momentum Update ♦ Policy-Level Coverages – In-Place Edit – Play Video General Liability Garage Liability Garage Keepers Liability Inland Marine Life and Health ♦ Interactive Reports – Quotes By – Play Video Referral Source Agency Location Line of Business Class Tag Quote Stage ♦ Interactive Reports – Insured Financial Summary – added Calculations option. – Play Video
Momentum Update 07/27/2022 Read More »
Momentum Update ♦ Policy Level Coverages – In-Place Edit for certain types – Play Video Automobile Liability Contingent Auto Liability Boiler and Machinery or Equipment Breakdown Cargo Contingent Cargo ♦ Agency Location – Details Page – Play Video ♦ Agency Overview – Added Calculations for different policy-related tab panels – Play Video ♦ Interactive Reports
MOMENTUM UPDATE 07/21/2022 Read More »