Momentum Release Highlights – 02/19/2026
This release introduces enhancements across commissions, agent statements, carrier reporting, workflow efficiency, navigation usability, and AI...
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.
This release introduces enhancements across commissions, agent statements, carrier reporting, workflow efficiency, navigation usability, and AI...
This release includes new Interactive Reports, workflow enhancements, improved data capture, expanded list filtering and exports, and reporting...
We have a release with some new features and additions for Momentum. Here is the list of changes included:
Today’s release focuses on configurability, data precision, and improved daily efficiency across Momentum. Agency Management System Insert / Edit...
Today’s update delivers smarter reporting, improved data quality, and more control over service and change requests, helping your agency work faster...
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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...