Momentum AMS - Release Notes - 04/16/2025

We're excited to announce several new features and improvements designed to enhance your experience with Momentum AMS! Make sure to click on the hyperlinks below to instantly be rerouted to the item that is updated.

• Policies/Quotes Custom Fields: You can now add custom fields directly on the policy and quote level for greater detail and flexibility. Bulk action capabilities have also been included for managing these fields within the list view.
• Data Quality Tools: Introducing the Agent Commission Mismatch tool to help identify potential discrepancies.
• AI Data Discovery: Extended AI Data Discovery functionality to now include Prospects, Quotes, and Renewal Center Grids.
• Certificates Tracking: Added a new column for "Cert Holder Address" in the Additional Interests & Certificates Sent section.

• Month vs Month Report: Enhanced the Month vs Month Report with the ability to select non-consecutive months and provided an easier way to check year intervals.
• Customers List Report: Added a "Total Amounts" option to the Customers List report (the report accessed from Agency Overview).
• Tasks & Opportunities View: Provided the ability to display Tags as the first column for improved visibility.
• Quotes Management: Added a "Make Inactive" Batch Action option for Quotes.
• Navigation Palette: Added convenient links directly to the Data Quality Tools for easier access.
• Navigation Palette: Implemented a color indicator to easily identify the type of page link.
• New Hotkeys: Introduced new keyboard shortcuts for quicker access to Opportunities (opps) and Service Requests (service).