NowCerts Update 05/19/2022

NowCerts Update

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

 

– NowCerts