Momentum AMS - Release Notes - 12/19/2024

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

Blog AMS Updates
Momentum AMS - Release Notes - 12/19/2024
Momentum AMS - Release Notes - 12/19/2024
0:55

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

 

New Features

  • Configurator Enhancements: Copy configuration settings from a selected user.
  • Agency Commission Statement: Grid Action to change the Received Date for agency commissions.
  • Policies / Quotes: Ability to filter by 'Not' Carrier.
  • Check for CL Rating Data: New filters for Insured Type and Active status.
  • Insureds / Prospects Details: Linked Insured Tasks in the details view.
  • Carriers: Bulk Action to change Service Score.
  • Agent Details: User Logs Tab now displays additional user activity information.
  • Insureds / Prospects: Info Center displays primary agency office in the header.

Interactive Reports

  • Policies / Quotes By Work Group: New report added.
  • Month In Review Report: Added redirects for easier navigation to detailed views.

 
Momentum AMS - Release Notes - 05/30/2025

Momentum AMS - Release Notes - 05/30/2025

Momentum AMP: May 30, 2025 10:30:00 AM

Today’s update brings a powerful lineup of enhancements across reporting, search tools, and data management: Agency Management System ...

Blog AMS Updates
Read More
The Future Is Open: Why Agencies Must Embrace Platform-Based Technology

The Future Is Open: Why Agencies Must Embrace Platform-Based Technology

Momentum AMP: May 27, 2025 7:00:00 AM

Embracing the Future: Why Agencies Must Transition to an Open Technology Platform

Blog Latest News Industry News
Read More
Momentum AMS - Release Notes - 05/15/2025

Momentum AMS - Release Notes - 05/15/2025

Momentum AMP: May 15, 2025 7:00:00 AM

Here’s what’s new across MomentumAMP, Roam, Automation Center, and Toolbox/AI: Agency Management System AI Search Assistant is now live on ...

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 - 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 - 11/28/2024

1 min read

Momentum AMS - Release Notes - 11/28/2024

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

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...

Blog AMS Updates
Read More