Today we have a release with some new features and additions for Momentum.
Here is the list of changes included today:
- Agency Overview – New Tabs Added – MGA, Referral Source, Agent, CSR.
- Prospects List – new filter – Has Active Policy.
- Insureds / Prospects List – Batch Change Active.
- Insureds / Prospects Details – Added actions – Create/Update User and Create Multiple Users.
- Insureds / Prospects Details – Invoices/Receipts – show also invoices which are invoiced to finance company.
- Insureds / Prospects Details – Invoices/Receipts – ability to see ‘Invoiced To’ column.
- Policies / Quotes Details – Homeowners Coverage preview.
- Global Search – improved search for personal insured/prospect names even without a comma.
- Renewal Center – added filter by MGA.
- Renewal Center – Export option.
- Service Requests – Batch Actions for Agents.
- Activities List – make the names of insureds, prospects, policies and quotes – links to the respective details pages.
- Full address formatting – small improvements for some edge cases.
- Automate 365 Integration – Do not export phone numbers for principals.
Have a great day!