MOMENTUM UPDATE 09/21/2022

Momentum Update

 

♦ Policy Coverages – In-Place edit for these types:  Play Video 

  • Uninsured Motorists
  • Underinsured Motorists

♦ Interactive Reports – Opportunities By Cost of Lead.  Play Video 

 

♦ Interactive Reports – Tasks By:  Play Video 

  • Status
  • Priority
  • 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