Momentum AMS Release Highlights – 01/08/2026

This release adds new filters, columns, actions, and access requirements across list menus, reports, and system UI.

List Menus and Filters

• Policy, Quote, Renewal Center
  Added Policy Term to the filter list menu.
• Tag Details
  Added Tag Details to all Change Requests list menus.

Interactive Reports

• Agency Commissions Based on Rules
  Added filters:
  – Agent
  – CSR
  – Location
• Production and Revenue by Policy
  Added columns:
  – Agent Commission
  – Commission Received
  – Commission Balance

List Menu Actions and Grid Actions

• Workers Compensation
  Actions menu dropdown now uses Grid Actions.
  Added Location Information as a grid action.
• General Liability
  Actions menu dropdown now uses Grid Actions.
  Added Schedule of Hazard as a grid action.

Bulk Actions

• Agent Charges
  Added new selections to the Bulk Actions menu:
  – Change Date
  – Change Description

AI Actions

• Insured Details
  Added Task Summary to the AI Actions menu.

UI and System Updates

• Upsell Indicator
  Added feedback option and minor rendering updates.
• Info Center
  Pop-up modals for Insureds, Prospects, Policies, and Quotes now close using the Escape key.

UI and System Updates

• Acord Forms
  Added an additional EULA agreement requirement when accessing Acord Forms.