NowCerts Momentum System Update – Release Notes – 01/06/2022

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 Center – ability to see the Agents/CSRs assigned to opportunities.
    • Insured List – new columns made available for selection in the configurator – Create Date, Origin.
    • Insured List – added new filter – Has Active Policy.
    • Prospect List – added new possible columns – Create Date, Origin.
    • Insureds / Prospects Details – added Create Date to the top information line after Origin.
    • Insureds / Prospects Info Center – Added Create Date and Origin in the header.
    • Rolodex List – added custom filter by parent contact name, phone, email (similar to old version).
    • Automate365 Integration – Book of Business List – added new filter ‘Eligible for Export’.

With questions or concerns, please contact our support team at
Have a great day!


– NowCerts