Momentum AMS - Release Notes - 05/30/2025

Agency Management System

• 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.

Where to Find It

• Check out the updated features now in your Momentum interface. Feedback? We’re all ears.