Momentum Update 08/03/2022

Momentum Update

 

♦ Interactive Reports – Lost Business (Public Preview) – Play Video

 

♦ Agent Commission Statements – Main List – Play Video

 

♦ Carriers Main List – Batch Action – Change Active – Play Video

 

♦ Insureds / Prospects Details – Activity Reminders Tab added – Play Video

 

♦ Insureds / Prospects Details – Drivers List – added search filters by State and CDL Year – Play Video

 

♦ Automate 365 Integration – Batch Action – Create Note Link – Play Video

 

A365 – How to Unsubscribe – Play Video

 
 

– NowCerts