Momentum Update
♦ Policy Coverages – In-Place edit for these types: Play Video
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Uninsured Motorists
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Underinsured Motorists
♦ Interactive Reports – Opportunities By Cost of Lead. Play Video
♦ Interactive Reports – Tasks By: Play Video
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Status
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Priority
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Insured
♦ Agency Locations – Details Page – New Tab – Sales Goals. Play Video
♦ List Grid Pager – ability to switch pager modes (Insureds, Prospects, Policies, Quotes, Opportunities, Tasks) Play Video
♦ Agents List – Ability to Archive / Return to Active Agents. Play Video
♦ Renewal Center – Added new column and search filter – Referral Source. Play Video
♦ Service Requests – Added new search filters – Identifier and Subject. Play Video
♦ Contacts / Reps List – Added new search filter – Create Date.
– NowCerts