NowCerts Momentum – Release Notes – 04/14/2022

NowCerts Momentum – Release Notes

Our latest release for Momentum contains some new features and enhancements. Below is a list of changes made today:
Menus that have been moved to Momentum:

  • Reps menu: The Reps menu within a contact.
  • IVANS Session Logs – Main List.
  • IVANS Custom AL3 Files – Main List.

Additional Enhancements:

  • Master agency move Insured: The ability to move Insureds between sub-agencies. This feature is only for master agencies.
  • Interactive Revenue Reports: Display total received in the show totals area.
  • Issue payments within Carrier/MGA menu: Added the column Insured.
  • Issue Payments – Improved Query to show previously hidden invoices and payments.
  • Agents Menu: Added has access as a new search filter.
  • Personal Auto Coverages within Policy Info Center: The Coverages tab now properly displays personal auto coverages.
  • Vehicle Service Request: The option of creating an insured’s vehicle has been added.
  • Additional Interests Menu: Added a column to display email of additional interests.
  • Policy/Quote List Menu: Added a column to display full term premium.
  • ​Insured/Prospect list: Added additional columns for Insured ID and Customer ID.
  • Service Requests List Menu: Added a column for identifiers. This will display the service requests ID.
  • Renewal Center: Added two new columns to display the Insureds Email and Insureds Phone Number.
  • Vehicles menu: Added the column description that will display the vehicles description.

To see a more detailed update list with screenshots please use the link below.
NowCerts Update 04/15/2022 Article


– NowCerts