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Momentum AMS - Release Notes - 01/23/2025

Momentum AMS - Release Notes - 01/23/2025
Momentum AMS - Release Notes - 01/23/2025
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We're continuing the momentum with a new round of updates designed to improve your workflow and efficiency. Here's a look at what's new:

 

New Features

  • Commercial Lines: Streamlined Change Request process with the new CL Change Request Form (A175).
  • Agency Performance Partners: Gain deeper insights into your agency's performance with 5 new Assessment Reports:
    • New Business: Analyze your new business acquisition trends and identify areas for improvement.
    • Book of Business: Evaluate the health and composition of your existing book of business.
    • Cancellations: Track cancellation rates and pinpoint potential retention issues.
    • Tasks: Monitor overall task completion and identify any bottlenecks.
    • Tasks Overdue: Stay on top of outstanding tasks and ensure timely completion.
  • Insured Items: Enhanced management of Inland Marine items with new Insert, Edit, and On-Page Edit capabilities.
  • Policy Important Dates: Improved usability with On-Page Edit, Delete functionality, new Batch Actions, a filter for Policy Tags, and export capabilities.
  • Commercial Lines Rating Data: Added "Number of Locations" field for a more accurate rating.
  • Additional Interests: Expanded options with the addition of "Obligee" as a new type of additional interest.

Feature Improvements

  • Interactive Reports: "Agency Commissions Net Agent Commissions" report now includes a "Line of Business" column for granular analysis.
  • Agency Overview: New "Commission Summary" provides a quick overview based on the previous month's policy amounts.
  • Carriers: Easily view NAIC information by hovering over carrier entries in grids and details pages.
  • Policy Details / Info Center: Active policies with reinstatement dates will now display an orange status indicator for better visibility.
  • Insureds: "Customer Since Date" added to the Details Subline for a clearer view of client history.
  • Agent Charges: "Balance" is now displayed in Total Amounts for improved financial tracking.

 

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