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Momentum AMS - Release Notes - 01/09/2025

Momentum AMP Jan 9, 2025, 7:00:00 AM

Blog AMS Updates

1:20

We're excited to roll out a fresh set of updates for Momentum, bringing new features and improvements to enhance your experience. Here's a rundown of what's new:

New Features

Carrier / MGA: Added new Search fields for New Business & Renewal commission percentage.
Carrier / MGA: Introduced bulk actions to update New Business & Renewal commission percentages in bulk.
Endorsements: Simplified the process to add new 'No Premium Impact' endorsements.
Renewal Center: Added a new optional column for insured tags and a search filter by Policy Effective Date.

Feature Improvements

Interactive Reports:
- The year in Review report now includes a redirect to view detailed information.
- Simplified the display for several categories in the "All Reports" section.
Policies List: Added the ability to click the 'Other' coverage types to view more details.
Quotes List: Batch Action now allows you to convert quotes to policies directly.
Opportunity List: Added a new policy premium column for better tracking.
Client Accounts Overview: You can now select policies from linked insureds for more straightforward navigation.
Global Search Results: Displays the type for addresses found through Global Search.

Other Enhancements

Insureds / Prospects Insert Page: Requiring the Greeting Name setting issue is available when creating a new Insured.

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