NowCerts Momentum – Release Notes

 

• Agency Overview: New interactive reports section for Production Reports.
• Agency Overview – small modifications and improvements for the end of month.
• Insured Items (Vehicles, Drivers, Equipment, Properties, WC, GL) – Grid Actions – Assign Policy.
• Invoices/Receipts, Issue Payments, Broker Invoices/Receipts – Grid Action – Change Description.
• Invoices/Receipts, Issue Payments, Broker Invoices/Receipts – display the first 10 characters of the description in the grid.
• Principals – Batch Change Location.
• Additional Interests – Batch Assign Policy.
• Policies / Quotes Details – Subline – display agency name for master agencies.
• Global Search – improvements for personal Insureds/Prospects names.
• Insureds / Prospects Details – Inland Marine – sorting change for item number.

Have a great day!
 
 
Reminder: We are starting the complete rollout of Momentum to all our clients. If you have not already done so, please review the Momentum Overview video series here:
Please click here to view the Nowcerts Momentum Modules Playlist