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.