NowCerts Momentum – Release Notes – 08/08/2024
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:
– Navigation Palette + Configurator.
– Interactive Reports – Agent Commissions By *
– Carrier
– MGA
– Referral Source
– Interactive Reports – Opportunities By Stale Days – Display Commission and Cost for each group.
– Insured Items – Business Auto – Insert / Edit.
– Policies / Quotes – new columns and filters – Blanket AI & Blanket WS.
– Service Requests – Added new search filter for Stage.
– Drivers – Grid Actions – View Violations.
– Vehicles – Batch Actions – Change Use & Change Purchased Date.
– Insureds / Prospects Details – Ability to see Agency Custom Fields.
– Hot key combinations now work also in legacy system context.
– Popular Tags – Added new tabs for Certificate Holders, Claims & Opportunities.
Watch a quick recap video below that provides detailed instructions on using the Navigation Palette and agency custom fields.