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Momentum AMS Release Highlights – 12/02/2025

Momentum AMS Release Highlights – 12/02/2025
Momentum AMS Release Highlights – 12/02/2025
1:18

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

New Features
 

Primary Menu Configurator

  • Select custom icons for external links in first-level navigation items.

AI Insights

  • Claims Summary by AI now appears on the details pages for an instant recap and summary.

Description Templates

  • Notes and SMS templates use a rich text editor. You now create templates with formatting, adding font types, bullet points, counters, and all other formatting capabilities.
Additional Updates
 

Tasks and Workflow Management

  • Assign tasks at the agency or location level.
  • Assign workflow checklists at the agency or location level.

Renewal Center

  • New columns for Current Term and Full Term.

Navigation Enhancements

  • Add Global Equipment List to the new side navigation.

Batch Actions

  • Update the agency location for insureds or prospects.
  • A checkbox moves related policies during the update.

Data Quality Tools

  • Expanded options for identifying and managing Policy Duplicates.

Drivers List

  • New fields for Address Line 1, Address Line 2, City, and Zip Code.
  • These fields appear in exports.

Interactive Reports

  • The By Insured report supports selecting the parent record type as insured or prospect. 
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