NowCerts Momentum – Release Notes
Our new release today brings some new features and additions to Momentum. You can read more about them below:
Interactive Reports:
- Added to Navigation Menu
New Contacts/Reps section:
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Contacts / Reps By Type
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Contacts / Reps By Age
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Contacts / Reps By Birthday Month
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Contacts / Reps By Birthday Day
Service Requests:
Added a details page to the following type of Service Requests.
- Policy Change
- Add Drive
- Add Vehicle
Additional Items:
- Policy/Quote List- Added new optional search filters for premium and non premium intervals.
- Policy / Quote List – Added new actions menu item change description.
- Insureds / Prospects Details – Useful links added under the other tab. This will allow you to store links for this insured/prospect.
- Drivers List – added two new optional columns Create Date and Change Date.
Automate 365:
- Automate 365 – Added a detailed welcome page for new users with videos and external links.
To see a more detailed update list with screenshots please use the link below.
NowCerts Update 04/21/2022 Article
– NowCerts