MomentumAMP Release Highlights – 07/10/2025
Today’s release introduces AI-powered summaries for Tasks & Service Requests, new workflow libraries, and fresh UI enhancements inside the...
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Interactive Reports: A new Customer Retention report has been added and is now available.
Data Quality Tools: A new page providing quick access to all data quality tools has been added and is accessible from both the dashboard and dashboard light.
Prospects & Quotes: Combined batch actions streamline your follow-ups.
Custom Fields Search: Tag filtering + bulk tag edits.
Driver License Scan: Fully integrated and ready to use.
Grid Toggle Fit: Set as default in your layout configurator.
Insured List: Filter by active policies and specific LoBs with logic operators.
Totals & Averages: Switch easily between both in financial summaries.
Carriers: Search by Service Score.
Boats: New filter—“Has Active Policy”.
Direct Bill Payments: Filter for past-due items.
Today’s release introduces AI-powered summaries for Tasks & Service Requests, new workflow libraries, and fresh UI enhancements inside the...
Today’s update delivers smarter quoting, modernized workflows, and powerful new tools—including the debut of Quote/Rate Linq—to help your agency...
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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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...
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We're excited to roll out a fresh set of updates for Momentum, bringing new features and improvements to enhance your experience. Here's a rundown of...
1 min read
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included:- Interactive Reports - Service...