NowCerts Momentum – Release Notes – 07/25/2024
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:
– Configurators – Central place with links to different available configurators.
– Tools – Data Mismatch – Lead Sources option.
– Interactive Reports – Agency Commission Received by:
– Carrier
– MGA
– Referral Source
– Interactive Reports – Policies / Quotes By * – Added new search filter for Expiration Date.
– Policies / Quotes Details Page – Important Dates – In-Place Edit.
– CL Auto Rating Data – Batch Actions – Change Limits & Change Ops.
– Dashboard Widget – Tasks by Category.
– Agency / Agent Commission Statements – Added new grid column – User.
– Carriers – Details Page – display NAIC in the details subline.
– Carrier Downloads – Search filters for dates now have also predefined periods.
– Cancelled Policies – Ability to search for Carrier & MGA [Not Assigned]
– Tools – Data Mismatch – Lead Sources option.
– Interactive Reports – Agency Commission Received by:
– Carrier
– MGA
– Referral Source
– Interactive Reports – Policies / Quotes By * – Added new search filter for Expiration Date.
– Policies / Quotes Details Page – Important Dates – In-Place Edit.
– CL Auto Rating Data – Batch Actions – Change Limits & Change Ops.
– Dashboard Widget – Tasks by Category.
– Agency / Agent Commission Statements – Added new grid column – User.
– Carriers – Details Page – display NAIC in the details subline.
– Carrier Downloads – Search filters for dates now have also predefined periods.
– Cancelled Policies – Ability to search for Carrier & MGA [Not Assigned]