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:
New Features:
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.
Feature Improvements:
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.
These updates introduce smarter tools, improved data accuracy, and better customization options to help you manage your agency more efficiently. We look forward to hearing how these changes improve your experience!