NowCerts Momentum – Release Notes – 08/17/2023

NowCerts Momentum – Release Notes

 

♦ Claims – Insert/Edit:

  • Property Loss
  • Automobile Loss

♦ CL Rating Data – Insert / Edit. (available in details pages under general)

 

♦ Interactive Reports – Policies By Agent By Month.

 

♦ Interactive Reports – Client Multiple Lines of Business.

 

♦ Referral Sources – On-Page Edit – Added Fee.

 

♦ Tag Details – Applied History – Ability to switch information based on the applied entity type.

 

♦ Custom Pager to show the total number of records in the center. (Policies / Quotes / Renewal Center)

 

♦ Claims Details – Location of Loss – Display marker icon for google maps.

 

♦ Renewal Center – Usage of advanced line of business search filter with logical options.

 

♦ Insureds / Prospects – Info Center – do not display the same email several times.

 

♦ Certificate Holders List – Added new search filter by Create Date.

 

 

– NowCerts