Momentum AMS - Release Notes - 04/03/2025

We’re excited to roll out a fresh batch of updates for Momentum, featuring new tools and enhancements to help streamline your workflow and improve data management. Here’s a look at what’s new:

• Overview - Month vs. Month Comparison: Enables easy comparison of key metrics between consecutive months for performance trend analysis.
• Data Quality Tools - Cancelled Policies as Potential Renewed or Replaced: Allows agencies to properly track retention and lost policies, facilitating data cleanup.
• Carriers - Insert - Ability to search for existing carriers (including public list): Simplifies adding carriers by searching and selecting from existing entries, including a public list, reducing manual data entry.
• New hotkey 'tools' - opens Toolbox: Provides quick access to the toolbox.

• Tags Display in Grids: Option to display tags as the first column in Insureds, Prospects, Policies, and Quotes grids for better organization.
• Insureds / Prospects - Batch Action - Ability to change advanced custom fields: Allows batch updates of advanced custom fields for multiple Insureds or Prospects.
• Fit Columns Option: Added to Tasks, Opportunities, and Service Requests grids for enhanced data display.
• Important Date Templates - Grid Actions - Added Clone Option: Enables easy cloning of existing Important Date Templates.
• Policies - Number Search Filter: Policy number search filter now checks the alternative policy number for improved accuracy.
• Global Search Results - Vehicle - Display description: Vehicle search results now include descriptions for more detailed information.