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Momentum AMS - Release Notes - 10/31/2024

Momentum AMS - Release Notes - 10/31/2024
Momentum AMS - Release Notes - 10/31/2024
1:26

Today, we have a release with some new features and additions for Momentum AMS. Here is the list of changes included today.

Feature Improvements:

  • Ability to search for existing values using ‘*’ and for empty values with ‘[empty]’ in text search filters on list pages.
  • Agency Overview: New Grid Action for Customer and Policy Trend Reports.
  • Total Amounts: Annualized Premium is accessible by hovering over the Policies, Quotes, and Renewal Center.
  • Dashboard Widgets: Added Policies/Quotes by Parent Carrier.
  • Policy/Quote Info Center: Referral Source is now displayed in the overview tab.
  • Agency Locations: Added a new column and filter option for License Number.
  • Tasks: Category now displays in the subline on the details page.
  • Agency setting to require a primary office (agency location) when performing insert, edit, or on-page edit actions.

Interactive Reports:

  • Interactive Reports: Added new grid action on Agent Commission Statement-based reports.
  • Interactive Reports: Added Book of Business Annualized report.
  • Interactive Reports: In the Policies/Quotes By Reports, a new column for Annualized Premium has been added.
  • Interactive Reports: In the Service Requests By Agent section, numbers are now displayed for new, in progress, completed, and past due requests.

Watch a quick recap video below that provides detailed instructions on all of the included improvements.

Watch this Momentum update recap video

 

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