Momentum Update 10/31/2024
NowCerts Momentum - Release Notes - 10/31/2024
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:
Interactive Reports: Added new grid action on Agent Commission Statement-based reports.
Interactive Reports: Added Book of Business Annualized report.
Interactive Reports: In the Policies/Quotes By Reports, a new column for Annualized Premium has been added.
Interactive Reports: In the Service Requests By Agent section, numbers are now displayed for new, in progress, completed, and past due requests.
Agency Overview: New Grid Action for Customer and Policy Trend Report
Total Amounts: Annualized Premium is accessible on hover in the Policies, Quotes, and Renewal Center.
Dashboard Widgets: Added Policies/Quotes by Parent Carrier.
Policy/Quote Info Center: Referral Source is now displayed in the overview tab.
Agency Locations: Added a new column and filter option for License Number.
Tasks: Category now displays in the subline on the details page.
Agency setting to require a primary office (agency location) when performing insert, edit, or on-page edit actions.
Ability to search for existing values using ‘*’ and for empty values with ‘[empty]’ in text search filters on list pages.