Momentum AMS - Release Notes - 01/09/2025

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.