Momentum AMS - Release Notes - 05/15/2025

Agency Management System

• AI Search Assistant is now live on Opportunities, Claims, and Service Requests.

• Interactive Reports – Net Agent Commission: New filters for LoB Class & Business Type.

• Custom Fields Search Tool: Choose between equals or contains for text comparisons.

• Opportunities: Now support multi-field changes through the combined bulk action.

• Referral Sources: Filter between Active | Inactive | All.

• Tasks: Update task status directly from the same section as task stages.

• Invoices/Receivables: See Linked Insureds from the invoice list.

• Carriers List: Filter by A.M. Best Rating – BCR & FCS.

• Commission Statements: New “Number of Records” column & filter.

• Agents List: New column & filter for Agency (visible for master agencies only).

• Receivables/Payables: Two new type filters – Show with $0 balance and Show Past Due only.

• Service Requests: The Due date now shows with color indicators (like Tasks).

• Policy List: Added search by Policy URL with wildcards like * or [empty].

Roam Mobile App

• Task View: See task and activity details inline.

• Inactive Insureds: Search now includes inactive profiles + status badge on the profile.

• Send Certificates: Insureds can now send Simple Certificates without approval if permission is given.

• Improved Search: Smarter search for Insureds, Prospects, Policies, and Contacts.

Automation Center

• Template Enhancements: Attach files to Email & SMS templates improvements

• Proposal Generator: Fresh design + dynamic summary for all policy types.

• Automation History: View all touchpoints, including entry/exit logs on profiles.

• Task Touchpoints: Trigger automation based on task status or related dates.

• Touchpoint History: Sort by date & see send reasons/failures (e.g., missing email).

Toolbox / AI

• Major AI training across:

  • Acord/Dec Page Scans

  • Commission Document Scan

  • AI-powered Scan Assistant

• Improved prompt context: If you upload a file, the AI won’t ask for it again when continuing a thread.

What’s Next?

Explore these features now in your dashboard or reach out with feedback—your input shapes what comes next!