NowCerts Momentum – Release Notes – 06/27/2024

Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:

– Service Requests – New field – Stage.
– Service Requests – Batch Action – Change Stage.
– Carriers – New field – Service Score.
– Interactive Reports – Tasks By Stale Days.
– Insureds / Prospects – Info Center – CL Auto Rating Data Tab.
– Referral Source / Lead Source – Added to label dictionary.
– Interactive Reports – Agency Commissions Net Agents Commission – Added new column for Business Type.
– Carrier Downloads Stats – Ability to filter by several fields.
– Policies / Quotes – Batch Actions – Set Lead Source to Insured Lead Source.
– Insureds / Prospects List – Added a new filter by Origin.
– Policy List – Added new columns – Agency commission and Cancellation reason.
– Receivables / Payables – Added new columns and filters – Insured Id / Customer Id.
– Tasks – Added a new column for Creator. Ability to set insured agent & insured csr in search templates.