Momentum Release Highlights – 03/19/2026

This release introduces enhancements across Interactive Reports, Agent Commission Statements, Navigation customization, and Data Quality tools. These updates focus on improving reporting accuracy, increasing efficiency, and giving agencies more control over their workflows and system navigation.

Interactive Reports Enhancements

♦ Retention Ratio Report

• Added a new search filter for Line of Business (LoB) Clas

♦ Performance Assessment Reports

• Added additional data points:

  • Policy Status

  • Business Type

✔ Provides deeper insight into retention and performance metrics
✔ Improves filtering for more accurate reporting

Navigation Improvements

♦ Side Navigation Configurator

•  Users can now reorder navigation items 

♦ Change Requests in Navigation

• Change Requests main list added to the side navigation

• Can be configured or repositioned as needed

✔ Greater control over user experience
✔ Faster access to frequently used tools

Agent Commission Statements Updates

♦ Reporting & Visibility

• Added more detailed header information displayed on a subline within reports

♦ Grid Actions

• New ability to Generate Files directly from the grid view

♦ Combined Export Enhancements

• Added a new totals summary page when exporting with charges

✔ Improves clarity and usability of commission reporting
✔ Reduces steps for generating statements

Data Quality Tools

♦ Policy Duplicates Tool

• Introduced a Custom Option with adjustable settings

✔ Allows agencies to fine-tune duplicate detection
✔ Improves data integrity and cleanup processes

Carrier / MGA Enhancements

• Added a Tasks Tab within Carrier / MGA details

✔ Enables better tracking of carrier-related activities
✔ Keeps communication and follow-ups centralized

Change Requests Improvements

• Improved prefill logic when initiating from certain service request types

✔ Reduces manual entry
✔ Improves workflow efficiency

Export & File Generation

♦ Export Generations List

• Ability to check Generate Files requests directly in place

✔ Improves visibility into export processes
✔ Easier tracking of generated files

⚡ Productivity Enhancements

• Added new hotkey for Reconciliations page:

  ? Type "recon" for quick access

✔ Faster navigation for accounting workflows

Additional Updates

• Added more report options within dropdowns on:

  • Insureds

  • Policies

✔ Expands reporting flexibility directly within records

♦ Summary

This release focuses on:

• Enhanced reporting capabilities

• Improved commission statement workflows

• Better navigation customization

• Stronger data quality controls

• Increased efficiency across daily tasks