MOMENTUM UPDATE 09/29/2022

Momentum Update

 

♦ Interactive Reports – Policies / Quotes by Origin.  Play Video 

♦ Interactive Reports – Policies / Quotes by Insured.

 

♦ Agency Overview – Ability to filter by agent.  Play Video

♦ Apply Tag Dialog – Ability to remove all applied tags.

 

♦ Policies / Quotes List – Added new search filter and column Origin.  Play Video

 

♦ MGA Main List – Added new search filter and column FEIN.   Play Video

Referral Source – Details Page – Display Assign Commissions in the top panel.

 

 

– NowCerts