Momentum AMS - Release Notes - 12/19/2024

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.