MOMENTUM UPDATE 12/15/2022

NowCerts Momentum – Release Notes

 

♦ Interactive Report – Revenue Policy – New available columns – Agent, CSR, Line of Business.

 

♦ Interactive Report – Revenue Policy Amounts – Added second table with agency commission information.

 

♦ Certificates Sent – New Batch Action – Approve.

 

♦ Certificates Sent – Insured Tag – Added new search filter and column.

 

♦ Policies / Quotes List – Added new search filter – Description.

 

♦ Contacts / Reps List – Added new search filter – Policy.

 
 

– NowCerts