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 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

NowCerts System Update Over the weekend we deployed a system update. Here is the summary of fixes and improvements:   Bug Fixes   Watercraft Quote Application errors fixed. Extending the logic of policy [controlling] state to always set a state on the policy record. Personal Package LOB error on Policy page fixed. Pending Cancelation notifications

System Update Today we have a release with some new features and additions for Momentum.   Here is the list of changes included today:   Service Requests – Main List. Service Requests – Batch Actions – Change Status and Change Due Date. Agency Overview – Public Preview. Insureds / Prospects Details – Service Requests Tab.

Momentum Release Notes  Here is the list of changes included in today’s release:   Certificate Holders – Details Page. Quote Applications – Main List. Tasks – Ability to see all tasks in the details pages of insureds, prospects, policies, quotes even if the Agent or CSR has a View Only Assigned restriction for the global

System Update  Over the weekend we deployed a system update. Below is a summary of fixes and improvements.   Issue Fixes:   Carrier Downloads – fixed processing of Reinstatements when there are multiple cancellation confirmations and cancellation requests. Fixed the counter for overdue Tasks. Claims processing from carrier downloads: The system now checks to update an

System Update Today we have a release with some new features and improvements for the NC Momentum modules. Here is the list of changes included today:   Certificate Holders – Ability to apply, manage and display Tags. Certificate Holders – Added filter by tag. Renewal Center – ability to see tags and modify tags in Batch actions mode. Renewal

System Update  Over the weekend we deployed a system update. Here are some items that may be of interest to you.   Bug Fixes:   Insured Portal: Cleaned up functionality related to use of Templates. Fixed a reported bug on the Boats page in Insured items. Fixed some issues in the Archived list for Certificate

System Update  We have a release with some new features and additions for Momentum. Here is the list of changes included:   Lines of Business – Main List, Insert, Edit. Opportunity Stages – Main List, Insert, Edit. Quote Stages – Main List, Insert, Edit. Note Types – Main List, Insert, Edit. Prospect Statuses – Main

System Update  We hope everyone had a great weekend. Over the weekend our IT team deployed a minor system update addressing some reported issues as well as a few improvements. Here is a list of included items that may be of importance to our users:   Renewal Center fix: Agents with sufficient access privileges can now