Momentum AMS Release Highlights – 12/11/2025

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

New Features

• Insured Details Page – AI Menu
  New AI options appear in the header for faster actions and insights.

• Renewal Center – Upsell Indicator
  Added an upsell indicator for Personal Auto to highlight cross-sell opportunities.

Additional Updates

• Custom Fields
  Attach custom fields to drivers, vehicles, and properties.
• Agency and Location Details
  Display in progress and not started tasks and workflow checklists.
• Batch Actions
  Change referral source for insureds or prospects.
  A checkbox moves related policies during the update.
• Endorsements List
  Added optional columns for Receivables and Payables.
• Policy and Quote List
  Added a new Inception Date column.
• MGA Details – Subline
  FEIN displays when available.
• Lapsed Policies
  Added columns for cancellation date and reinstatement date.
• Year in Review / Month in Review
  Reports now save as PDF for sharing and recordkeeping.
• Interactive Reports
  Policies / Quotes By report includes a new LoB Class filter.
  Account Current report includes Payment Received and Payment Sent filters.