Momentum Update 06/02/2022

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 Certificates Improvements:

  • Added download/send options: Allows you to include the description of operations or Acord 101.
  • Added search filter and column for Master Certificate: Allows you to select a specific certificate and filter to only that certificate.
  • Mass action within Send certificates: Ability to batch change the visibility of certificates within the grid items. Change Visible and also normal change visible grid action.
  • Mass action within Send certificates: Added new columns and filters.

-Additional Enhancements:

  • Interactive Reports: Retention Ratio by Parent Carrier added for public preview.
  • Opportunity List: Ability to search by intervals for Commission and Cost.
  • Properties: Added batch action Change Property Use.
  • Policy List after Agency Overview redirect: Added all available policy Batch Actions.
  • Renewal Center – Added new search filters for Premium and Renewal Premium.
  • Referral Source Main List: Added new columns website, identifier, email, and category.
  • Agent Details Subline: Added NPN Number and License Expiration Date.

Here is an article that includes more details with screenshots.
Momentum Update 06/02/2022


– NowCerts