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Momentum AMS - Release Notes - 12/12/2024

Momentum AMS - Release Notes - 12/12/2024
Momentum AMS - Release Notes - 12/12/2024
1:09

We're thrilled to announce a new update for Momentum, filled with features designed to streamline your workflow and improve efficiency.

 

New Features

  • Data Quality Tools were introduced.
    • Checks for "CL Rating Data" for missing data.
    • Checks for "Batch Actions" for missing data.

Feature Improvements

  • Dashboard Grids: Added "PDF Forms Reverse Mapping Filled" as an optional grid widget.
  • Endorsement List: Introduced new columns: "Agent Commissions" and "Agent Commissions Paid."
  • Carrier List: NAIC field now supports on-page editing.
  • Insureds / Prospects / Policies / Quotes: Added filter option: "[Any Assigned] Agent / CSR."
  • Customers List: New filter: "Has an active policy of Line of Business (LoB)."
  • Global Search Results: Equipment now displays descriptions.
  • Insureds / Prospects: Expanded preferred language options.
  • Service Request Details: Now displays "Stage" and "Custom Type" with actions to update them.
  • Certificates Sent: Added an export option for certificate data.

Interactive Reports

  • Insureds / Prospects By Work Group: Added new report.
  • Leadership Board: Introduced "Average Policies" and comparison between current month and average values.

 

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