1 min read

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

 

Momentum AMS Release Highlights – 12/18/2025

Momentum AMS Release Highlights – 12/18/2025

This release marks our final update of the year. We want to thank you for your continued trust, feedback, and partnership throughout the year. Your...

Read More
Momentum AMS Release Highlights – 12/11/2025

Momentum AMS Release Highlights – 12/11/2025

We have a release with some new features and additions for Momentum. Here is the list of changes included:

Read More
🎄✨ Momentum AMP Ugly Sweater Showdown Giveaway!

🎄✨ Momentum AMP Ugly Sweater Showdown Giveaway!

It’s officially that time of year… when the sweaters get loud, the photos get fun, and the vibes get festive.To celebrate, we’re giving away 10...

Read More
Momentum Release Highlights – 06/12/2025

1 min read

Momentum Release Highlights – 06/12/2025

Agency Management System: Reporting & Data Tools New Reports:Direct Bill PaymentsandChurnadded to Interactive Reports. Direct Bill Payments...

Read More
Momentum AMS - Release Notes - 10/17/2024

1 min read

Momentum AMS - Release Notes - 10/17/2024

Today, we have a release with some new features and additions for Momentum. Here is the list of changes included:- Interactive Reports - Service...

Read More
Momentum AMS - Release Notes - 01/09/2025

1 min read

Momentum AMS - Release Notes - 01/09/2025

We're excited to roll out a fresh set of updates for Momentum, bringing new features and improvements to enhance your experience. Here's a rundown of...

Read More