1 min read

Momentum AMS - Release Notes - 02/20/2025

Momentum AMP Feb 20, 2025 7:00:00 AM

Blog AMS Updates

1:28

We're excited to announce the latest updates to Momentum, packed with new features and improvements to streamline your workflow and enhance your user experience. Let’s dive into what’s new in this release!

New Features:

Data Quality Tools: Identify potential duplicate policies.
Agency Fees: Separate Global List for Agency Fees.
Navigation Palette: Footer links to Support Center and AI Assistant.
CL Auto Intake Form: Driver's license number field added.
Task Groups: Clone existing task groups.

Feature Improvements:

Year in Review Report: View policy trends by business type (new business/renewal).
Opportunity & Quote Stages: Show or hide default opportunity and quote stages.
Endorsement Premium Types: Show or hide endorsement premium types (under consideration for endorsements control).
Boats: New batch actions: Change Total Horsepower, Number of Engines, Engine Type, Model Year, and Model.
Service Requests: New search filter for Custom Type.
Policies: New 'Renewal Quote' column.

Interactive Reports:

Interactive Reports List: Search for reports using multiple terms separated by commas.
Agency Monthly Commission Payments: Enhanced with new columns (premium, commission received, balance) and filters (MGA, billing type).

This update is designed to provide even more flexibility, efficiency, and control over your agency’s operations. Let us know your feedback as we continue to refine and enhance the Momentum AMS experience!

Momentum AMS - Release Notes - 04/30/2025

Momentum AMP: Apr 30, 2025 7:00:00 AM

We're excited to announce that today's update brings new filters, faster workflows, and smarter tools across key areas of Momentum! Interactive...

Blog AMS Updates

Embracing Momentum: Revolutionizing Digital Quoting and Agency Management

Momentum AMP: Apr 28, 2025 7:00:00 AM

In the evolving world of insurance, the integration of technology and seamless operations points towards a shift in paradigm—one that fosters...

Blog Latest News Industry News

Smarter Systems, Stronger Agencies: The Role of AI in Agency Growth

Momentum AMP: Apr 17, 2025 7:00:00 AM

Embracing the Future: How Momentum AI is Transforming the Insurance Landscape for Independent Agents In the fast-evolving world of insurance, staying...

Blog Latest News Industry News