NowCerts Momentum – Release Notes
♦ Carriers – Insert / Edit Page.
♦ Packaged Policies – Insert / Edit Page.
♦ Interactive Reports – Claims by:
– Policy
– Tag
– State
♦ Interactive Reports – Insured Access Accounts – added new search filter by CSR and display info center for the insured.
♦ Endorsements Main List – Added new search filter by Policy Create Date.
♦ Policies / Quotes Details – New Tab – Packaged Policies.
♦ Password Fields on Insert/Edit – added view toggle.
♦ Invoices / Receipts Lists – display policy effective / expiration date on number hover.
♦ Agents List – New Grid Action – Reports with several links to interactive reports.
♦ Policies / Quotes – Added new column State.
♦ Tasks – Added ability to sort by category.
– NowCerts