NowCerts Update 06/09/2022

NowCerts Update

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:

  • Opportunities
  • Health Plan Members
  • Animals

-Additional Enhancements:

  • 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


– NowCerts