We have a release with some new features and additions for Momentum. Here is the list of changes included:
Workflow Checklists
New bulk action to change item status.
New grid action to mark items as completed.
Checklist items now support manual reordering.
Tag Details
New Producer Commissions Report added.
Vehicles
Merge option added to consolidate duplicate vehicle records.
Training and Support
New Training Webinars menu added.
Workflow and Reporting
Agency Commissions Based on Rules report enhanced with a new option to view potential agent commissions.
Policy Details
Initial policy screen now displays the latest General Liability and Workers Compensation information based on line of business availability.
Lists and Filters
Insureds and Prospects list now includes a Location column.
Principals list includes new columns and filters for insured agent and insured CSR.
Renewal Center includes a new filter for Location set to Not Assigned.
Navigation
Navigation Palette now includes Workflow Checklists as a selectable option.