NowCerts Momentum – Release Notes
♦ Insureds / Prospects Details – Advanced Custom Fields Tab.
♦ Interactive Reports – Vehicles By:
- Type of Use
♦ Display Effective & Expiration Dates for policies in most grids on mouse hover.
♦ Policy Coverages – Ability to check lien holders in the tables for vehicles, properties.
♦ Insureds / Prospects Details – Information Tab – Display only active policies associated with vehicles, drivers & properties.
♦ Insureds / Prospects Details – Display not done reminders for the past 90 days.
♦ Insureds / Prospects – Info Center – Ability to edit in place Contacts / Reps.
♦ Activity Reminders – Batch Action – Mark as Done.
♦ Cancelled Policies – Added new search filters for carrier and MGA.
♦ Lapsed Policies – Added new search filters for carrier and MGA.
A video will be added explaining each item later today.