MOMENTUM UPDATE 08/26/2022

Momentum Update

 

♦ Parent or Sub-Agency Commission Statements – Main List.

 

♦  Interactive Reports – Policies / Quotes by Insured Type.

 

♦ Interactive Reports – Policies / Quotes by Insured Type of Business.

 

♦ Interactive Reports – Financial Summary & Lost Business – display graphics for the calculation amounts divided by policy business type.

 

♦ Policy / Quote Lists – Added new search filters – Insured Type & Insured Business Type.

 

♦ Opportunities List – Ability to display calculations for the cost of lead and commission.

 

Search Filter Configurators – Ability to select logical operators for Tags.

 

♦ Claims – Extended Details Page with more specific info for different claim types.

 

X-Dates – Main List – Ability to see dates from 2023 on initial page load.

 

 

– NowCerts