---
title: Momentum AMS - Release Notes - 04/30/2025
description: Momentum AMS update introduces new filters, faster workflows, and smarter tools to enhance efficiency in Policies, Quotes, Tasks, and more. Discover the latest improvements now.
---

[Momentum AMP Blog ](https://blog.momentumamp.com/blog)

# [Momentum AMS - Release Notes - 04/30/2025](https://blog.momentumamp.com/blog/momentum-ams-release-notes-04/30/2025)

 Written by [Momentum AMP](https://blog.momentumamp.com/blog/author/momentum-amp) | Apr 30, 2025 11:00:00 AM

#### We're excited to announce that today's update brings new filters, faster workflows, and smarter tools across key areas of Momentum!

 

**Interactive Reports**

• Work Group filter added to: Policies, Quotes, Tasks, and Pending Cancellations By *  
• New report: [Claims, Losses, Loss Ratios](https://www.nowcerts.com/AMSINS/Reports/Other/LossRatios)

**Data Quality Tools**  
• New [Custom Fields Search too](https://www.nowcerts.com/AMSINS/CustomFieldsAdvanced/SearchList)l 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!

 

[View full post](https://blog.momentumamp.com/blog/momentum-ams-release-notes-04/30/2025)

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