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Momentum AMS - Release Notes - 05/15/2025

Momentum AMS - Release Notes - 05/15/2025
Momentum AMS - Release Notes - 05/15/2025
2:10

Here’s what’s new across MomentumAMP, Roam, Automation Center, and Toolbox/AI:

 
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 CertificatesInsureds 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!

 

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