Scaling Without Hiring: How Smart Insurance Agencies Are Growing With Momentum PROs
Growth is the goal—but for many insurance agencies, it’s also the roadblock.Hiring is slow, expensive, and unpredictable. As you scale, your internal...
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].
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.
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).
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.
Explore these features now in your dashboard or reach out with feedback—your input shapes what comes next!
Growth is the goal—but for many insurance agencies, it’s also the roadblock.Hiring is slow, expensive, and unpredictable. As you scale, your internal...
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