Momentum AMS - Release Notes - 10/31/2024

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