Momentum AMS Release Highlights – 01/22/2026

We have a release with some new features and additions for Momentum. Here is the list of changes included:

New Features

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.

Updates and Enhancements

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.