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 Release Highlights – 09/19/2025

Momentum AMP: Sep 22, 2025 7:00:00 AM

Today’s release brings new reports, dashboard tools, and easier bulk actions to help agencies work smarter and faster. Reporting & Data Tools New...

Blog AMS Updates

Momentum Release Highlights – 09/04/2025

Momentum AMP: Sep 5, 2025 7:00:00 AM

Today’s update introduces smarter reporting, cleaner workflows, and new customization tools to keep your agency moving faster.

Blog AMS Updates

New Partnership with The Agency Collective and The Brokers

Momentum AMP: Aug 29, 2025 9:27:15 AM

We’re excited to announce a new partnership between Momentum and The Agency Collective and The Brokers, created to help independent agents like you...