NowCerts Momentum – Release Notes – 12/21/2023

NowCerts Momentum – Release Notes

 

♦ Description Templates – Insert/Edit.

 

♦ Interactive Reports – Configuration Wizard.

 

♦ Interactive Reports – Agency Commissions Based on Rules.

 

♦ Dashboard – Ability to have separate configuration for the lists in Grids Tab compared to the regular lists.

 

♦ Global Search Results – Display tags assigned to policies / quotes.

 

♦ Pending Cancellations – Grid Actions – Change Description.

 

♦ Batch Action – Add to Journal.

 

♦ Finance Agreements – Total Amounts.

 

♦ Quotes List – Added new column and filter for Quote Source.

 

♦ Cancelled Policies List – Added new column Parent Carrier.

 

♦ Agency Locations – Added new column and search filter for contact person.

 

 

Here is a video recapping today’s update:

 

Watch quick video: Momentum Update Recap

 
 

– NowCerts