Momentum Release Highlights – 02/05/2026

This release includes new Interactive Reports, workflow enhancements, improved data capture, expanded list filtering and exports, and reporting access improvements across Momentum. Updates to the Rate platform were also deployed to production and are outlined below. 

Momentum AMS Updates

Reporting & Data Visibility

• New Interactive Report – Agent Charges
• Policies by Parent Carrier report now supports showing only parents with child carriers
• Agency Commissions search includes Endorsement Amount
• Vehicles by Insured report adds Insured Active filter
• Referral Source Contact column added (and exportable) for Insureds, Prospects, Policies, and Quotes 

Workflow & Productivity

• Workflow Checklists can now be archived and restored

• Ability to reorder checklist items
• Custom Fields and Custom X-Dates added to Insert Insured / Prospect
• Navigation Palette now includes Workflow Checklists
  

VPolicy, Quote & Agent Enhancements

• Info Center shows conditional tabs for Schedule of Hazards and Location Info

• Agent Charges now support groups
• Agent List adds Work Group column and filter
• Agency Location Details page now links directly to the Agency Overview for that location
  

Reporting & Access

• Certain super users can now access Local DB Reports directly

• Policies By * Local DB report adds Agency Count column with toggle

Rate Platform Updates

Rate – Production Updates

The following Rate enhancements were deployed to production to expand supported lines, improve validation behavior, and align UI and APIs with recent AMS updates. 

• Added Flood Insurance support

• Updated agent-to-subscription APIs to align with AMS API changes
• Fixed Quote Details dialog alignment
• Improved appetite validation messaging when providers are missing
• Removed default validation on Quote Submission → General Questions
• UI alignment improvements in Admin (Wholesaler Network, Commercial Auto)
• Updated SSO branding and fixed menu visibility issues
• Enhanced Additional State License dialogs