Momentum Update 07/07/2022

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 – Batch Actions – Change A.M. Best Rating (BCR & FSC). – Play Video

 

♦ Insureds / Prospects Details – Information Tab – Linked Insureds Contacts List added. – Play Video

 

♦ Added ‘Has Lien Holders’ search filter for Vehicles, Equipment, Properties, Worker Compensations. – Play Video

 

♦ Agency Overview – Front Page – Do not display cents in the amounts.

 

Insureds / Prospects – Info Center – Ability to apply tags directly from the info center.Play Video

 

♦  Insureds / Prospects – Info Center – Add navigation link to the respective section in Interactive Reports.

 

♦ Carriers Main List – Added search filter by NAIC.

 

♦ Sticky Notes – now enabled for Referral Source, Finance Company, Other Company – Details Pages.

 

♦ Duplicate Email Screen → Ability to change email addresses directly from there without going to the edit page – Play Video

 

– NowCerts