Momentum AMS - Release Notes - 01/23/2025

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.