Momentum AMS - Release Notes - 02/20/2025

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.

• 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).