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Momentum AMS - Release Notes - 11/28/2024

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

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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.

 
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