Momentum Release Highlights – 04/02/2026
This release introduces enhancements across reporting, commissions, change request visibility, and data tracking. Updates focus on improving insight...
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included:
- Interactive Reports - Service Requests By Agent.
- Interactive Reports - Leadership board as a standalone report.
- Interactive Reports - Agent Commissions By * - ability to display nested information per group.
- Insured Items - Personal Umbrella - Insert / Edit.
- Agency Details - Ability to see all sales goals for agents in a single place.
- Sales Goals - Ability to generate annual goals based on default monthly goals.
- Dashboard Widgets - Ability for agents to toggle between their own data and all information visible to them for certain widgets.
- Personal Insureds / Prospects - Insert - Duplication check added on last name field (similar to commercial name).
- Insured / Prospect Details - display agency location in the details subline.
- On-Page Edit - Display * indication for required fields like we have on normal insert / edit pages.
- Policies / Quotes - Batch Action - Set Alternative policy number based on the actual one.
- Endorsements - Fully Earned - Added new grid column and filter + batch action.
- Agent Details - User Logs Tab - useful for agents which have a user.
- Agency Overview - Agent Tab - Added grid action links to Commission Rules & Sales Goals.
This release introduces enhancements across reporting, commissions, change request visibility, and data tracking. Updates focus on improving insight...
You’ve hit that wall. You know the one. There’s more work than hours in the day, your to-do list hasn’t gotten shorter in months, and somewhere in...
This release introduces enhancements across Interactive Reports, Agent Commission Statements, Navigation customization, and Data Quality tools. These...
1 min read
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today. New Features Custom Type...
Today’s update introduces smarter reporting, cleaner workflows, and new customization tools to keep your agency moving faster.
1 min read
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today: New Features Data Quality...