1 min read

Momentum AMS - Release Notes - 05/30/2025

Momentum AMP May 30, 2025 10:30:00 AM

Blog AMS Updates
Momentum AMS - Release Notes - 05/30/2025
Momentum AMS - Release Notes - 05/30/2025
0:54

Today’s update brings a powerful lineup of enhancements across reporting, search tools, and data management:

 
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.

 
Momentum Release Highlights – 05/14/2026

Momentum Release Highlights – 05/14/2026

Momentum AMP: May 15, 2026 7:00:00 AM

Today’s Momentum release includes updates focused on Change Requests, Dashboard Action Center enhancements, reporting improvements, workflow...

Blog AMS Updates
Read More
Momentum Release Highlights – 04/30/2026

Momentum Release Highlights – 04/30/2026

Momentum AMP: May 1, 2026 7:00:00 AM

This release introduces a new centralized dashboard experience, improved task management views, expanded filtering capabilities, and enhanced system...

Blog AMS Updates
Read More
Momentum Release Highlights – 04/16/2026

Momentum Release Highlights – 04/16/2026

Momentum AMP: Apr 17, 2026 7:00:00 AM

This release focuses on improving reporting, commission visibility, and overall data accuracy in Momentum AMS. You’ll notice more flexibility in...

Blog AMS Updates
Read More
Momentum AMS - Release Notes - 04/03/2025

1 min read

Momentum AMS - Release Notes - 04/03/2025

Momentum AMP : Apr 3, 2025 7:00:00 AM

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...

Blog AMS Updates
Read More
Momentum Release Highlights – 10/30/2025

Momentum Release Highlights – 10/30/2025

Momentum AMP : Oct 31, 2025 7:00:00 AM

Today’s release focuses on configurability, data precision, and improved daily efficiency across Momentum. Agency Management System Insert / Edit...

Blog AMS Updates
Read More
Momentum AMS - Release Notes - 03/06/2025

1 min read

Momentum AMS - Release Notes - 03/06/2025

Momentum AMP : Mar 6, 2025 7:00:00 AM

We're thrilled to introduce the latest updates to Momentum, designed to enhance your workflow with powerful new features and smart improvements. From...

Blog AMS Updates
Read More