Momentum AMS Release Highlights – 12/18/2025

This release marks our final update of the year. We want to thank you for your continued trust, feedback, and partnership throughout the year. Your input directly shapes how Momentum evolves, and we appreciate the time you invest in helping us build a better platform.We have major initiatives planned for next year, with a strong focus on performance, automation, and smarter tools that support how your agency operates day to day. Thank you for being part of Momentum. We look forward to building what comes next with you.

New Features

• Renewal Center – Upsell Indicator Expansion
  Upsell indicators now support streaming to load and have also added multiple additional lines of business.
• Insured Items – Clone Option
  General Liability and Workers Compensation insured items now support cloning.
• Change Requests – Tags
  Added the ability to apply tags and search for existing tags on change requests.

Additional Updates

• Data Quality Tools
  Custom Fields Search Tool now finds records for vehicles, drivers, and properties.
• Agency Fees
  Added a new search filter for Description.
• Global Search
  Driver searches now consider the driver's license number.
• Invoices and Receipts
  Added a Payment Received Date search filter.
• Interactive Reports
  Insured and Prospect By Activity Numbers report includes a new Name search filter.