NowCerts Momentum – Release Notes
♦ Policy List – On-Page Edit.
♦ Linked Insureds Opportunities / Linked Insureds Contacts – On-Page Edit.
♦ Interactive Report – Revenue Policy Amounts – Added new search filter Agency Commission Received Date.
♦ Interactive Report – Contacts / Reps by Insured.
♦ Vehicles – Global List. (only visible for admin agents)
♦ X-Dates List – Added new search filters – email and phone.
♦ Data Imports List – display all records for the agency if the user is an admin agent.