Our new release today includes some new features and enhancements to Momentum. More information is provided below.
- On-Page Edit Option Added To:
– Properties– Motor Truck Cargo– HOA Unit
- Interactive Reports: Retention Ratio by Carrier available for public preview.
- Cross-Sell Interactive Report: Added apply tag as a Grid & Batch Action.
- Cross-Sell Interactive Report: Added search filter by tag.
- Insured Details Page: Now displays an info message when we try to Send Certificate for inactive insured.
- Details Pages-Webmail Tab: Improvements for some edge cases for From and To participants.
- Properties List – Added an optional column for Create Date.
- Equipment List: Added new search filters Serial Number and Model.
- Lapsed List Menu: Added new search filters Policy Number, Insured, and Line of Business.
- Cancelled List Menu: Added new search filters Policy Number, Insured, and Line of Business.
For a more detailed list including screenshots please see the article below.
NowCerts Update 05/19/2022