NowCerts Momentum – Release Notes – 01/11/2024

NowCerts Momentum – Release Notes

 

♦ Interactive Reports – Year in Review Report.

 

♦ Interactive Reports – Renewing Policies By Insured –  Total Amounts.

 

♦ Agency Commissions List  – Added new filters for Commission, Commission Received and Balance.

 

♦ Endorsements List – Added new filter ‘Has Agency Commission’.

 

♦ Carrier Fees – Insert/Edit.

 

♦ Sales Goals – On-Page Edit.

 

♦ Insureds / Prospects – Info Center – Display journal info if any.

 

♦ Renewal Center – Ability to filter policies with Carrier or MGA [Not Assigned].

 

♦ Professional Liability – Batch Action – Change State.

 

♦ Service Requests – Added new search filter for User.

 

Here is a video recapping today’s update:

Watch quick video: Momentum Update Recap

 

– NowCerts