Momentum AMS - Release Notes - 12/19/2024

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

Blog AMS Updates

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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.

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Momentum AMS - Release Notes - 01/09/2025

Momentum AMP: Jan 9, 2025 7:00:00 AM

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Blog AMS Updates