NowCerts Momentum – Release Notes
Here is the list of changes included in the Weekly Momentum update:
- Agency Overview – Ability to filter overview lists by Carrier, MGA, Referral Source, etc.
- Agency Overview – Display generated agency commission for overview lists like Carrier, MGA, Referral Source, etc.
- My Last 10 Insureds Page.
- Batch Action – Policies/Quotes – Set Insured State.
- Batch Action – Location Addresses – Change Type.
- Policies/Quotes List – added filter by Zip Code of the Insured.
- Pending Cancellation – Grid Action – Assign & Remove Policy.
- Linked Insureds – Change Description action.
- Properties List – add 3 available description columns.
- Carriers List – Parent carrier column is now a link.
- Insureds / Prospects List – ability to search by zip code.
- Insureds / Prospects Details – Information Tab – display x-dates list if any.
- Insureds / Prospects Details – Additional Interests – Certificate Holder Filter is now text field.
- Claims List – Grid Action – Remove policy.
- Driver List – add new available column – CDL Year.
- Activities List – add new available column – User.
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
– NowCerts