1 min read

Momentum AMS Release Highlights – 12/11/2025

Momentum AMS Release Highlights – 12/11/2025
Momentum AMS Release Highlights – 12/11/2025
1:10

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 FieldsAttach custom fields to drivers, vehicles, and properties.
  • Agency and Location DetailsDisplay in progress and not started tasks and workflow checklists.
  • Batch ActionsChange referral source for insureds or prospects.A checkbox moves related policies during the update.
  • Endorsements ListAdded optional columns for Receivables and Payables.
  • Policy and Quote ListAdded a new Inception Date column.
  • MGA Details – SublineFEIN displays when available.
  • Lapsed PoliciesAdded columns for cancellation date and reinstatement date.
  • Year in Review / Month in ReviewReports now save as PDF for sharing and recordkeeping.
  • Interactive ReportsPolicies / Quotes By report includes a new LoB Class filter.Account Current report includes Payment Received and Payment Sent filters.
Momentum AMS Release Highlights – 12/11/2025

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:

Read More
🎄✨ Momentum AMP Ugly Sweater Showdown Giveaway!

🎄✨ Momentum AMP Ugly Sweater Showdown Giveaway!

It’s officially that time of year… when the sweaters get loud, the photos get fun, and the vibes get festive.To celebrate, we’re giving away 10...

Read More
Momentum AMS Release Highlights – 12/02/2025

Momentum AMS Release Highlights – 12/02/2025

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

Read More
Momentum AMS Release Highlights – 12/02/2025

Momentum AMS Release Highlights – 12/02/2025

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

Read More
Momentum Release Highlights – 11/13/2025

Momentum Release Highlights – 11/13/2025

Today’s release includes improved filtering, faster review processes, and enhanced control over tasks, insureds, and reports. Reporting Interactive...

Read More
MomentumAMP Release Highlights – 08/21/2025

MomentumAMP Release Highlights – 08/21/2025

Today’s update delivers smarter reporting, improved data quality, and more control over service and change requests, helping your agency work faster...

Read More