Momentum AMS - Release Notes - 12/12/2024

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.