NowCerts Momentum – Release Notes
♦ Workers Compensation – Insert/Edit.
♦ Interactive Reports – Producer Overview.
♦ Interactive Reports – Auto Liability Limits – Added new search filter for policy.
♦ Tasks – Ability to apply tags, display tags & filter by tags.
♦ Claims – Ability to assign agents. Ability to assign health plan member.
♦ Claims – Batch Action – Assign Agent.
♦ Renewal Center – Added search filter by Policy Agent & Policy CSR.
♦ Details Pages – Added tab for Business Auto – Acord 137.
♦ Agents List – Batch Action for Rate! Permissions.
♦ Tag Details – Added new tab for Tasks.
♦ Service Requests List – Policies Column – Display Info Center.
♦ Tasks – Agents with ‘View Only Assigned’ permission can now see tasks which they are only supervisors for.
♦ Certificates Sent List – New grid action – Ability to apply insured tag.
♦ Carriers List – Added direct link to reports based on carrier.
♦ Agents List – Added search filter for ‘Rate!’ permission.