NowCerts Momentum – Release Notes ♦ Service Requests – Insert/Edit for the following types: General Add Driver Replace Driver Remove Driver ♦ Interactive Reports – KPI – Quote Bound Rate. ♦ Interactive Reports – KPI – Response Time. ♦ Endorsement Split – Initial Version. ♦ Pending Cancellations Global List – Ability …
NowCerts Momentum – Release Notes Momentum: ♦ Agent Charges – Insert / Edit. ♦ Interactive Reports – KPI – Quotes Agent Rate. ♦ Interactive Reports – Tasks By Location. ♦ Agency Overview – Added New Tab – Origin. ♦ Policy / Quotes Details – display all insured items in …
NowCerts Momentum – Release Notes ♦ Additional Interest – Insert / Edit. ♦ Tag Categories & Tags – Insert / Edit. ♦ Interactive Reports – KPI – Leads Conversion Rate Per Agent. ♦ Interactive Reports – KPI – New Leads Per Agent. ♦ Policy Specific Lists (Lapsed, Cancelled, Recent Production, …
NowCerts Momentum – Release Notes ♦ Opportunity – Insert/Edit Page. ♦ Work Group – Insert/Edit Page. ♦ Interactive Reports – Tasks By Category. ♦ Agent Details – Commission Rules – Added Copy Option. ♦ Agency Locations – New Batch Action – Change Type. ♦ Service Requests – Details Subline …
NowCerts Momentum – Release Notes ♦ Carriers – Insert / Edit Page. ♦ Packaged Policies – Insert / Edit Page. ♦ Interactive Reports – Claims by: – Policy – Tag – State ♦ Interactive Reports – Insured Access Accounts – added new search filter by …
NowCerts Momentum – Release Notes ♦ MGA – Insert / Edit Page. ♦ Rolodex – Insert / Edit Page. ♦ Endorsement Receivables – Main List. ♦ Endorsement Receivables – Batch Actions – Change Type & Due Date. ♦ Endorsements Main List – Added new search filter by Entered Date. …
NowCerts Momentum – Release Notes ♦ Finance Companies – Insert / Edit Page. ♦ Other Companies – Insert / Edit Page. ♦ Interactive Reports – Claims By: Type Status Carrier Insured ♦ Endorsements Main List – Batch Actions for Billing Status / Follow Up Person / Follow Up Date. …
NowCerts Momentum – Release Notes ♦ Referral Source – Insert/Edit Page. ♦ Certificate Holder – Insert/Edit Page. ♦ Interactive Reports – * by Insured – display information for email, phone, address. (tasks, contacts, opportunities, properties, vehicles) ♦ Endorsements – Main List. ♦ Endorsements – Main List – Batch Actions – …
NowCerts Momentum – Release Notes ♦ Pending Cancellations – Insert/Edit Page. ♦ Linked Insureds – Insert/Edit Page. ♦ Issued Payments – Main List. ♦ Endorsements – Agency Commissions – Batch Actions – Change Type & Due Date. ♦ Policies / Quotes Details – Finance Agreements tab. ♦ Claims Details …
NowCerts Momentum – Release Notes ♦ Contacts / Reps – Insert / Edit Page. ♦ Finance Agreements – Insert / Edit Page. ♦ Endorsements – Agency Commissions – Main List. ♦ Claims – Apply, display and filter by tags. ♦ Opportunities – Added new search filter by policy. ♦ …