NowCerts Momentum and General System Release Notes – 04/07/2022

NowCerts Momentum – Release Notes

Here is the list of changes included in today’s Weekly Momentum update:


  • Policy Coverage Preview – Personal Auto.
  • Interactive Reports – Public Preview for ‘Production and Revenue by Endorsement’ (still under development).
  • Insured / Prospects Details – Carrier Downloads Tab.
  • Policies / Quotes Details – Delete action.
  • Policies/ Quotes Details – Carrier Downloads Tab.
  • Policies / Quotes Details – Opportunities Tab added (we didn’t have such in the old interface).
  • Equipment – Batch actions – Change Type, Change Model Year, Change New/Used.
  • Equipment List – new available columns – Change Date, Type, New/Used.
  • Pending Cancellations Global List – ability to search by insured and policy tags.
  • Vehicles List – new available column – Change Date.
  • Insured / Prospect Details – add Greeting Name and Year Business Started to Top Line.
  • Opportunities Tab – Assign Policy action.
  • Opportunity List – ability to filter agents by [Not Assigned].
  • Global Search List – display insurance agency information for records like Insured, Prospect, Policy, Quote for master agencies.
  • All descriptions in grids now show the first 10 characters and on hover the full description.

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

In addition to the Momentum Updates, we made the following changes to the system:


Bug Fixes and Improvements
  • Fixed data mapping for a number of fields in the Homeowners “Quote Application from an existing policy”.
  • Fixed Equipment Schedule Sorting on Acord 146 (by equipment number).
  • Fixed problem with adding more LOBs to a carrier profile.
  • Fixed a number of reported issues in carrier downloads property updates for Dwelling Fire policies changes.
  • WeSign “GoTo Link” bug fixed.
New Functionality and System  Enhancements
  • Major Improvements to multiple aspects in the Service Requests area. Quick “Create a  Task” action. Add Vehicles and Drivers from a service request to Insured Items.
  • Added option for multi-policy quotes in the Ascend integration.
  • Added “Stored Payment Profile” (eWallet/Vault) functionality for Simply Easier Payments (SEP).

– NowCerts