NowCerts Momentum – Release Notes Here is the list of changes included in today’s Weekly Momentum update:   Policy Coverage Preview – Personal Auto. Interactive Reports – Public Preview for ‘Production and Revenue by Endorsement’ (still under development). Insured / Prospects Details – Carrier Downloads Tab. Policies / Quotes Details – Delete action. Policies/ Quotes …

NowCerts Momentum and General System Release Notes – 04/07/2022 Read More »

NowCerts Momentum – Release Notes Today we have a release with some new features and additions for Momentum. Here is the list of changes included today:   Certificates – main list. Agency Overview – Ability to select sub-agency to filter. Interactive Reports – Public Preview for ‘Production and Revenue by Policy’ (still under development). Tasks …

NowCerts Momentum – Release Notes – 03/31/2022 Read More »

NowCerts Momentum – Release Notes Here is the list of changes included today’s Weekly Momentum update:   New Interactive Reports – “Insureds By ” various criteria. Interactive Reports – “Prospects By ” various criteria. Global Search Default Settings Configurator. Users can now configure default settings for their global search. Policy – Added Custom Coverages to …

NowCerts Momentum – Release Notes – 03/24/2022 Read More »

NowCerts Momentum – Release Notes Here is the list of changes included in the Weekly Momentum update:   Agency Overview – Ability to filter overview lists by Carrier, MGA, Referral Source, etc. Agency Overview – Display generated agency commission for overview lists like Carrier, MGA, Referral Source, etc. My Last 10 Insureds Page. Batch Action …

NowCerts Momentum – Release Notes – 03/17/2022 Read More »

NowCerts Momentum – Release Notes Today we have a release with some new features and additions for Momentum. Here is the list of changes included:   Interactive Reports (Agency Overview)- added filters by Policy Status, Tag and Sub Agency. Agency Overview – Carrier Tab – new grid Active Policies by Parent Carrier. Batch Action – …

NowCerts Momentum – Release Notes – 03/10/2022 Read More »

NowCerts System Update We deployed a system update over the weekend. Here are some items of interest.   Bug Fixes   Quote Application Webhook – agency profile options – Create a Prospect automatically enabled. Acord 146 – Fixed the sorting for equipment.  Carrier Downloads – Assigning the proper AI code based on carrier codes (Loss Payee, …

NowCerts System Update – March 5th, 2022 Read More »

NowCerts Momentum – Release Notes Today’s weekly update for Momentum includes the following changes:   Agency Overview: New interactive reports section for Production Reports. Agency Overview – small modifications and improvements for the end of month. Insured Items (Vehicles, Drivers, Equipment, Properties, WC, GL) – Grid Actions – Assign Policy. Invoices/Receipts, Issue Payments, Broker Invoices/Receipts …

NowCerts Momentum – Release Notes – 03/02/2022 Read More »

NowCerts Momentum – Release Notes The conversion to Momentum continues. Here is the list of changes included in this week’s Momentum update:   Agency – Details Page. Service Requests – General – Details Page. Agency Overview – new tab – Tag.  Opportunities – Batch Change Due Date. Principals – Batch Change Type. Insureds / Prospects …

NowCerts Momentum – Release Notes – 02/24/2022 Read More »

Momentum Update Today we have a release with some new features and additions for Momentum.   Here is the list of changes included today:   Agency Overview – New Tabs Added – MGA, Referral Source, Agent, CSR. Prospects List – new filter – Has Active Policy. Insureds / Prospects List – Batch Change Active. Insureds …

Momentum Update – February 17, 2022 Read More »

Momentum Update Today we have a release with some new features and additions for Momentum.   Here is the list of changes included today:   Ability to have completely separate configurations for policy main list, policy list on initial insured/prospect screen and policy list in the separate insured/prospect tab. Global Search Page. Insureds / Prospects List …

Momentum Update – February 10, 2022 Read More »