Momentum Update

 

• 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!