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:

• Policies Details Page
• Quote Details Page

-On-Page Edit option added to:

• General Liability
• Professional Liability
• Bail bond

-Additional Enhancements:

• Interactive Reports: Retention Ratio by Line of Business available for public preview.
• Agency Overview: Ability to filter all the information in Agency Overview by Agency Location.
• Opportunities List: Added Not Assigned as a searchable opportunity stage.
• Certificates Sent: Added Description as a new search filter.
• Policy Coverages Preview: Improvements on how limits were formatted.
• Renewals Main List: Added Policy Number, Insured, and Line of Business as search filters.
• Recent Production Main List: Added Policy Number, Insured, and Line of Business as search filters.

An article with a video and screenshots detailing what was included in this update can be found here.
Momentum Update 05/26/2022

– NowCerts