NowCerts Momentum – Release Notes

• New Interactive Reports – “Insureds By ” various criteria.
• Interactive Reports – “Prospects By ” various criteria.
• Global Search Default Settings Configurator. Users can now configure default settings for their global search.
• Policy – Added Custom Coverages to Details and Preview screens.
• Tasks List – new grid action – “heck stage status’ – this can also be accessed by simply clicking on the color-coded Status icon
• Tasks Details – Added option to Send Email directly form the task (under Actions menu).
• Insureds  / Prospects Details – Information Panels – display website if any.
• Agency Overview – Policies by Parent Carrier – display Agency Commission column.
• Vehicles List – added two new columns – Deductible Collision / Deductible Comprehensive (can be added to the view gris from the Configurator)
• Equipment List – added new column – Create Date.

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