- 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!