1 min read

Momentum AMS Release Highlights – 01/08/2026

Momentum AMS Release Highlights – 01/08/2026
Momentum AMS Release Highlights – 01/08/2026
1:14

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 RulesAdded filters:– Agent– CSR– Location
  • Production and Revenue by PolicyAdded columns:– Agent Commission– Commission Received– Commission Balance
 
List Menu Actions and Grid Actions
  • Workers CompensationActions menu dropdown now uses Grid Actions.Added Location Information as a grid action.
  • General LiabilityActions menu dropdown now uses Grid Actions.Added Schedule of Hazard as a grid action.
 
Bulk Actions
  • Agent ChargesAdded new selections to the Bulk Actions menu:– Change Date– Change Description
 
AI Actions
  • Insured DetailsAdded Task Summary to the AI Actions menu.
 
UI and System Updates
  • Upsell IndicatorAdded feedback option and minor rendering updates.
  • Info CenterPop-up modals for Insureds, Prospects, Policies, and Quotes now close using the Escape key.
 
UI and System Updates
  • Acord FormsAdded an additional EULA agreement requirement when accessing Acord Forms.

 

Momentum Release Highlights – 05/14/2026

Momentum Release Highlights – 05/14/2026

Today’s Momentum release includes updates focused on Change Requests, Dashboard Action Center enhancements, reporting improvements, workflow...

Read More
Momentum Release Highlights – 04/30/2026

Momentum Release Highlights – 04/30/2026

This release introduces a new centralized dashboard experience, improved task management views, expanded filtering capabilities, and enhanced system...

Read More
Momentum Release Highlights – 04/16/2026

Momentum Release Highlights – 04/16/2026

This release focuses on improving reporting, commission visibility, and overall data accuracy in Momentum AMS. You’ll notice more flexibility in...

Read More
Momentum Release Highlights – 09/19/2025

Momentum Release Highlights – 09/19/2025

Today’s release brings new reports, dashboard tools, and easier bulk actions to help agencies work smarter and faster. Reporting & Data Tools New...

Read More
Momentum Release Highlights – 10/02/2025

Momentum Release Highlights – 10/02/2025

Today’s release introduces enhanced reporting, new permissions, expanded batch actions, and the debut of Momentum AI in the navigation—bringing more...

Read More
Momentum Release Highlights – 02/05/2026

Momentum Release Highlights – 02/05/2026

This release includes new Interactive Reports, workflow enhancements, improved data capture, expanded list filtering and exports, and reporting...

Read More