Momentum Release Highlights – 02/05/2026
This release includes new Interactive Reports, workflow enhancements, improved data capture, expanded list filtering and exports, and reporting...
• Work Group filter added to: Policies, Quotes, Tasks, and Pending Cancellations By *
• New report: Claims, Losses, Loss Ratios
Data Quality Tools
• New Custom Fields Search tool to locate records using any custom field
Tasks
• Introduced the bulk actions feature, enabling multiple bulk actions to easily update task information in one step
Pending Cancellations
• New action menu option called 'copy to', which duplicates a pending cancellation to other policies
Receivables / Payables
• Added a summary view for quick totals in the receivables and payables list menus
Insureds & Prospects
• New Take Payment option on both list and detail views
Insured List
• A new search filter has been added for 'Has linked records'
Add new Prospect
• Now pre-selects the current Agent/CSR in the same behavior as when creating a new Insured
Agent Charge Types
• Additional Agent charge types added
This update enhances Momentum with new filters, streamlined workflows, and smarter tools to improve your efficiency. Thank you for your ongoing support!
This release includes new Interactive Reports, workflow enhancements, improved data capture, expanded list filtering and exports, and reporting...
We have a release with some new features and additions for Momentum. Here is the list of changes included:
This release adds new filters, columns, actions, and access requirements across list menus, reports, and system UI.
Today, we have a release with some new features and additions for Momentum AMS. Here is the list of changes included today.
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Here’s what’s new across MomentumAMP, Roam, Automation Center, and Toolbox/AI: Agency Management System AI Search Assistant is now live on ...
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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...