NowCerts Momentum – Release Notes
Today’s weekly update for Momentum includes the following changes:
- 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