MOMENTUM UPDATE 01/05/2023

NowCerts Momentum – Release Notes

 

♦ Interactive Reports – Account Current – Added new search filter – Billing Type.

 

♦ Interactive Reports – Agency NET Agents Commission – Added new search filter Agent Commission and new column Percent.

 

♦ Policies / Quotes – New Batch Action – Change Agents / CSRs to match Insured Agents / CSRs.

 

♦ Renewal Center – Added new grid action – Add Task Group.

 

♦ Insureds / Prospects Details – Opportunities Tab – Display linked insured opportunities in a second grid.

 

♦ Locations Details Page – Added new tab – Commission Rules.

 

♦ Global Search Results – Display City, State, Zip information if available for Insureds and Prospects records.

 

♦ Cancelled Policies List – Added new search filters for Insured Tag & Policy Tag.

 

♦ Lapsed Policies List – Added new search filters for Insured Tag & Policy Tag.

 
 

– NowCerts