NowCerts Momentum – Release Notes
♦ Interactive Report – Renewing Policies by Insured. (Public Preview)
♦ Interactive Report – Insureds / Prospects by City.
♦ Interactive Report – Tasks by Insured – Grid actions menu with several options.
♦ Linked Insureds – On-Page Edit.
♦ Insureds / Prospects – Info Center – Linked Insureds can be inserted and edited directly there.
♦ Insureds / Prospects Details – Display preferred language in the top subline.
♦ To Do – List, Preview, Insert, Edit, Batch Actions.
♦ Insureds / Prospects Details – new tab To Do.
♦ Invoices – New Batch Action – Delete.
♦ Policies Lapsed – new search filters for premium and agency commission.
♦ Sticky Notes – ability to see more than 5 on a single screen.
The following video recaps all of these items if you’d prefer to watch it!