NowCerts Momentum – Release Notes   ♦ Tasks – Insert / Edit.   ♦ Interactive Reports – Insureds / Prospects By * – Added new search filter for Create Date.   ♦ Commercial Insureds / Prospects – Details Page – Display DBA in header.   ♦ Insureds / Prospects – Lead Sources – List, Insert, […]

NowCerts Momentum – Release Notes   ♦ Opportunity Dispositions – Insert / Edit / List.   ♦ Opportunities – Ability to select Disposition and Is Requote.   ♦ Opportunities – Batch Actions – Change Disposition & is Requote.   ♦ Carrier Downloads – Stats Preview List.   ♦ Insureds List – new column – count

NowCerts Momentum – Release Notes   Referral Sources Payments – List, Insert, Edit, Batch Actions.   ♦ Interactive Reports – Month in Review.   ♦ Interactive Reports – General Ledger – Balance Sheet.   ♦ Interactive Reports – Agency Commission Based on Rules – new columns Commission Received and Rule Balance.   ♦ Label Dictionary

NowCerts Momentum – Release Notes   ♦ General Ledger Account – Insert / Edit.   ♦ NC General Ledger – Improvements.   ♦ Interactive Reports – Policy Report with Renewal Terms.   ♦ Interactive Reports – Producer Overview – Ability to apply and display tags.   ♦ Insureds / Prospects – Duplication check added also

NowCerts Momentum – Release Notes   Momentum:    ♦ Insured Details – In-Place Edit.   ♦ Interactive Reports – Users By Activity Numbers.   ♦ Interactive Reports – Renewal Averages – new columns – Change & Percentage Change.   ♦ Agency Commissions Based on Rules – Total Amounts.   ♦ Ability to check for [Not

NowCerts Momentum – Release Notes   ♦ Insureds / Prospects Insert – added duplicate record warning popover & ability to directly assign email for the contacts.   ♦ Agency Overview – Line of Business Class Tab.   ♦ Year in Review Report – Total Amounts option added.   ♦ Interactive Reports – Agent Commissions By

NowCerts Momentum – Release Notes   ♦ Interactive Reports – Year in Review Report.   ♦ Interactive Reports – Renewing Policies By Insured –  Total Amounts.   ♦ Agency Commissions List  – Added new filters for Commission, Commission Received and Balance.   ♦ Endorsements List – Added new filter ‘Has Agency Commission’.   ♦ Carrier

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

NowCerts Momentum – Release Notes   ♦ Dashboard – Ability to set prefered dashboard.   ♦ Dashboard – Ability to set the grids tab as default one.   ♦ Journal – Preview, Insert, Edit.   ♦ Interactive Reports – Service Requests By:  Type Status Insured ♦ Interactive Reports – Activity Numbers by Insured / Prospect

NowCerts Momentum – Release Notes   ♦ Insureds – Insert / Edit.   ♦ Interactive Reports – Number of Created Activities By Insured / Prospect.   ♦ Global Search Results – display assigned tags for insureds / prospects.   ♦ Global Search Results – display co-insured if any.   ♦ 2FA – Enforce Option for