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.