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Momentum AMS - Release Notes - 11/28/2024

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

Blog AMS Updates

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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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