Momentum AMS - Release Notes - 11/28/2024

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.