Updates

Momentum Update   ♦ On-Page Edit – New Objects Available – Play Video  Agency Locations Health Plan Sub Groups ♦ Interactive Reports – Insured Financial Summary – Public Preview – Play Video    ♦ Agency Commission Statements – Main List –  Play Video    ♦ Broker Commission Statements – Main List.   ♦ New Access Right for Using […]

Momentum Update The following is a list of the items included in yesterday’s update:   ♦ On-Page Edit – New Objects Available – Play Video Pending Cancellations Packaged Policies Work Groups ♦  Interactive Reports – Insureds/Prospects By Create Date. – Play Video   ♦  Interactive Reports – Insureds Access Accounts. – Play Video ♦ Carriers / MGA List

Momentum Update The following is a list of the items included in yesterday’s update:   ♦ On-Page Edit – New Objects Available – Video Referral Source Finance Company Other Company ♦ Interactive Reports – Video  Insureds / Prospects By Type Insureds / Prospects By Business Type Cross-Sell Opportunities – Added Search Filter by Referral Source  

Momentum Update The following is a list of the items included in yesterday’s update:   -New Features: Check for Duplicate Emails: This new section under Miscellaneous>Tools will show you all of your clients who have the same email addresses. Check for Duplicated Phones: The new section found under Miscellaneous>Tools will show you all your clients

NowCerts Update Today we have a release with some new features and additions to Momentum. Here is the list of changes included today:   -In-place edit option added to: Carrier Details Page MGA Details Page -On-page edit option added to: Opportunities Health Plan Members Animals -Additional Enhancements: Interactive Reports: Renewal Averages by carrier added for

Momentum Update Yesterday we have a release with some new features and additions for Momentum. Here is the list of changes included today.   -In-place edit option added to: Finance Company details page Other contacts details page -On-page edit option added to the follow Insured items: Workers compensation Life Insurance Boat -Mass Action tool for Send

Momentum Update Our new release today includes a new feature and many enhancements to Momentum. More information is provided below.   New Feature: In-Place Editing: This feature allows you to select edit on certain pages, and it will open the selected fields for editing without leaving the details page.   -In Place Edit option added to:

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