Today we have a release with some new features and additions to Momentum. Here is the list of changes included today:
-In-place edit option added to:
- Carrier Details Page
- MGA Details Page
-On-page edit option added to:
- Health Plan Members
Interactive Reports: Renewal Averages by carrier added for public preview.
Interactive Reports: Contacts/Reps category now has fields for unknown and Totals at the bottom of the report.
Activity Reminders: Updated list menu to use Momentum.
Referral Sources: Added the Bulk Action Change Category.
Additional Interests: Added new actions menu option Copy.
Certificates Sent: Added search filter Master Certificate.
Opportunities List: Added new column and search filter for Referral Source.Renewal Center –
Added search filter for Policy Status.
Prospects Details: Added a new section to display Custom X-date information on the
Prospects details page.
-Automate 365 Improvements:
- Added two new fields Policy Renewal Quote & Renewal Policy Associated.
Here is an article with screenshots and more details.
Momentum Update 06/09/2022 Article