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