Momentum Update The following is a list of the items included in yesterday’s update: ♦ On-Page Edit – New Objects Available – Video Referral Source Finance Company Other Company ♦ Interactive Reports – Video Insureds / Prospects By Type Insureds / Prospects By Business Type Cross-Sell Opportunities – Added Search Filter by Referral Source …
Momentum Update The following is a list of the items included in yesterday’s update: -New Features: Check for Duplicate Emails: This new section under Miscellaneous>Tools will show you all of your clients who have the same email addresses. Check for Duplicated Phones: The new section found under Miscellaneous>Tools will show you all your clients …
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 …
Momentum Update Yesterday we have a release with some new features and additions for Momentum. Here is the list of changes included today. -In-place edit option added to: Finance Company details page Other contacts details page -On-page edit option added to the follow Insured items: Workers compensation Life Insurance Boat -Mass Action tool for Send …
Momentum Update Our new release today includes a new feature and many enhancements to Momentum. More information is provided below. New Feature: In-Place Editing: This feature allows you to select edit on certain pages, and it will open the selected fields for editing without leaving the details page. -In Place Edit option added to: …
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 …
NowCerts Update 05/05/2022 The latest NowCerts update is presented below. We hope you enjoy the new features and the additional improvements. New Feature On-page editing: Allows you to quickly edit an item without leaving the items menu. We have added this feature to these specific item menus. Vehicles list Drivers list Equipment list …
NowCerts Update 04/28/2022 The latest NowCerts update is presented below. We hope you enjoy the new features and the improvements. Training Center: Added a Training Center allowing agencies and agents to click on the question mark in the upper right corner to learn more about parts of NowCerts. Agents: Moved the Agents details page …
NowCerts Momentum – Release Notes Our new release today brings some new features and additions to Momentum. You can read more about them below: Interactive Reports: Added to Navigation Menu New Contacts/Reps section: Contacts / Reps By Type Contacts / Reps By Age Contacts / Reps By Birthday Month Contacts / Reps By Birthday …
NowCerts Momentum – Release Notes Our latest release for Momentum contains some new features and enhancements. Below is a list of changes made today: Menus that have been moved to Momentum: Reps menu: The Reps menu within a contact. IVANS Session Logs – Main List. IVANS Custom AL3 Files – Main List. Additional Enhancements: …