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.