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.