Momentum Update ♦ Dynamic Search & Fast Action Icons – Stay Always Visible at the top. ♦ Dynamic Search – Ability to focus on the textbox with a shortcut ( Ctrl + ; ). ♦ Interactive Reports – Policies / Quotes by Business Sub-Type. ♦ Interactive Reports – Retention Ratio Reports …
Momentum Update ♦ Two-factor authentication: Added the option to use 2FA for agency/agent accounts. Play Video ♦ Send Certificate: Send a copy to the Insured: Option to send to multiple email addresses for the insured. ♦ Reverse mapping: Added additional fields to the reverse mapping selection: DL State, DL year, CDL year, Business Type, Description, Todays Date ♦ …
What do you need to know? Effective 10/1/2022 we are making changes to our pricing structure for all new accounts/subscriptions on our Momentum AMS platform. This is the first substantive pricing update since we launched NowCerts close to a decade ago. This updated pricing reflects the increased value we have delivered to our customers since the beginning. Current subscribers will benefit …
Momentum Update ♦ Interactive Reports – Policies / Quotes by Origin. Play Video ♦ Interactive Reports – Policies / Quotes by Insured. ♦ Agency Overview – Ability to filter by agent. Play Video ♦ Apply Tag Dialog – Ability to remove all applied tags. ♦ Policies / Quotes List – Added new search filter …
Momentum Update ♦ Policy Coverages – In-Place edit for these types: Play Video Uninsured Motorists Underinsured Motorists ♦ Interactive Reports – Opportunities By Cost of Lead. Play Video ♦ Interactive Reports – Tasks By: Play Video Status Priority Insured ♦ Agency Locations – Details Page – New Tab – Sales Goals. Play Video ♦ List …
Momentum Update ♦ Policy Coverages – In-Place Edit For These Types: Play Video Agricultural Liability Acord 27 Coverage Information Others / Others2 / Others3 / Others4 ♦ Insureds / Prospects – Custom Fields – In-Place Edit. Play Video ♦ Insureds / Prospects – Custom X-Dates – In-Place Edit. ♦ Interactive Reports – Opportunities By: Play Video …
Momentum Update ♦ Carrier Downloads – Main List – New Grid Action – Merge Not Merged – Play Video ♦ Carrier Downloads – Main List – New Grid Action – Merge Not Merged And Matched. ♦ Policy Coverages – In-Place Edit for these types – Play Video Flood Coverage / Excess Policy Flood Coverage …
Momentum Update ♦ Carrier Downloads – Main List – Play Video ♦ Policy-Level Coverages – In-Place Edit – Play Video Crime 24 Property 24 Excess Umbrella Physical Damage Reefer Breakdown ♦ Interactive Reports – Policies / Quotes By Insured Tag. ♦ Interactive Reports – Policies / Quotes By State. – Play Video ♦ Insureds …
Momentum Update ♦ Parent or Sub-Agency Commission Statements – Main List. ♦ Interactive Reports – Policies / Quotes by Insured Type. ♦ Interactive Reports – Policies / Quotes by Insured Type of Business. ♦ Interactive Reports – Financial Summary & Lost Business – display graphics for the calculation amounts divided by …
Momentum Update ♦ Interactive Reports – Lost Business (Public Preview) – Play Video ♦ Agent Commission Statements – Main List – Play Video ♦ Carriers Main List – Batch Action – Change Active – Play Video ♦ Insureds / Prospects Details – Activity Reminders Tab added – Play Video ♦ Insureds / Prospects Details …