Momentum by NowCerts

Training

How your team learns the platform

Training is delivered as a sequenced curriculum: configuration first, then daily workflow, then the specialist motions your agency elected. Sessions are scheduled to the content, not to a clock.

Setup & Configuration

2 sessions

Agency Configuration, Agency Customization

Core Workflow

1 session

Navigation, Searching & Core Workflow

Sales & Service

3 sessions

Producer / Sales Workflow, CSR Service Workflow, Renewals & Retention

Billing

2 sessions

Basic Billing, Advanced Billing

Commissions

2 sessions

Agency Commissions, Agent Commissions

Reporting

1 session

Reporting

Optimization

1 session

Optimization

Session sequence

  1. 01Agency ConfigurationSetup & Configurationsingle session
  2. 02Agency CustomizationSetup & Configurationextended session
  3. 03Navigation, Searching & Core WorkflowCore Workflowsingle session
  4. 04Producer / Sales WorkflowSales & Serviceextended session
  5. 05CSR Service WorkflowSales & Serviceextended session
  6. 06Renewals & RetentionSales & Serviceextended session
  7. 07Basic BillingBillingsingle session
  8. 08Advanced BillingBillingsingle session
  9. 09Agency CommissionsCommissionssingle session
  10. 10Agent CommissionsCommissionssingle session
  11. 11ReportingReportingsingle session
  12. 12OptimizationOptimizationsingle session

Your agency receives the sessions belonging to the training categories elected on your order form. Each grouping pairs a design session, where standard content is adapted to your environment, with a delivery session for the people who will do the work.