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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.
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