1 min read

Momentum AMS - Release Notes - 11/28/2024

Momentum AMP Nov 28, 2024 7:00:00 AM

Blog AMS Updates
Momentum AMS - Release Notes - 11/28/2024
Momentum AMS - Release Notes - 11/28/2024
1:06

Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:

 

New Features

  • Data Quality Tools: Added ability to find records with incorrect phone numbers 

Feature Improvements

  • Agency Overview: Added 'View Trends' option to each category.
  • Copy to User Configuration: Expanded functionality to include Grid Columns, Settings & Search from certain configurators.
  • Agent Charges: Added Total Amounts feature to all Agent Charges pages.
  • Policy / Quote List:
    • Added ability to filter by Insured Tag [Not Assigned].
    • Added on-page edit to 'Other Company' accounts.
  • Insureds / Prospects: Added "Change Suspended Notifications" to Bulk Actions.
  • Agency Commission Statements: Added "Generate commission for Referral Source" grid action.
  • Contacts: Added "Industry" and "Occupations" as possible grid columns.

Interactive Reports

  • Added General Liability Limits report.
  • Added ability to create your own search filter templates for Insureds / Prospects / Policies / Quotes reports.
  • Added "Has Payment" filter to Endorsement-related reports.

 
🎄✨ Momentum AMP Ugly Sweater Showdown Giveaway!

🎄✨ Momentum AMP Ugly Sweater Showdown Giveaway!

Momentum AMP: Dec 4, 2025 7:00:00 AM

It’s officially that time of year… when the sweaters get loud, the photos get fun, and the vibes get festive.To celebrate, we’re giving away 10...

Blog
Read More
Momentum Release Highlights – 11/13/2025

Momentum Release Highlights – 11/13/2025

Momentum AMP: Nov 14, 2025 7:00:00 AM

Today’s release includes improved filtering, faster review processes, and enhanced control over tasks, insureds, and reports. Reporting Interactive...

Blog AMS Updates
Read More
Momentum Release Highlights – 10/30/2025

Momentum Release Highlights – 10/30/2025

Momentum AMP: Oct 31, 2025 7:00:00 AM

Today’s release focuses on configurability, data precision, and improved daily efficiency across Momentum. Agency Management System Insert / Edit...

Blog AMS Updates
Read More
Momentum AMS - Release Notes - 11/14/2024

1 min read

Momentum AMS - Release Notes - 11/14/2024

Momentum AMP : Dec 3, 2024 2:37:06 PM

Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today. New Features Custom Type...

Blog AMS Updates
Read More
Momentum AMS - Release Notes - 12/12/2024

1 min read

Momentum AMS - Release Notes - 12/12/2024

Momentum AMP : Dec 12, 2024 7:00:00 AM

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

Blog AMS Updates
Read More
Momentum AMS - Release Notes - 12/19/2024

Momentum AMS - Release Notes - 12/19/2024

Momentum AMP : Jan 6, 2025 1:43:04 PM

We're excited to announce the latest updates to Momentum, packed with new features and improvements to streamline your workflow and enhance your user...

Blog AMS Updates
Read More