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.