Momentum Update 07/27/2022

Momentum Update

 

♦ Policy-Level Coverages – In-Place Edit – Play Video  

  • General Liability
  • Garage Liability
  • Garage Keepers Liability
  • Inland Marine
  • Life and Health

♦ Interactive Reports – Quotes By –  Play Video

  • Referral Source
  • Agency Location
  • Line of Business Class
  • Tag
  • Quote Stage

♦ Interactive Reports – Insured Financial Summary – added Calculations option. – Play Video

 

♦ Agency Location – Details Page – In Place Edit. – Play Video

 

♦ Invoices / Receipts – Ability to Assign Policy. – Play Video

 

♦ Policies / Quotes List – added search filter by Finance Company. – Play Video

 

Contacts / Reps List – added new available column – Gender.

 

Automate 365 – Percentage Change goes from Renewal Center to Automate – Play Video

 
 

– NowCerts