Momentum Release Highlights – 04/02/2026

This release introduces enhancements across reporting, commissions, change request visibility, and data tracking. Updates focus on improving insight into agency performance, expanding filtering capabilities, and streamlining access to key workflows and records.

Reporting & Analytics Enhancements

♦ Month in Review / Year in Review

• Added ability to split views by Agency Location

✔ Provides better visibility into performance across multiple offices

♦ Agency Commission Reports

• Added new search filter for Policy Number within:

  • Agency Commission Net Agent Commission

✔ Allows for more precise commission tracking

♦ Producer Leadership Board

Enhancements include:

• Filter by Work Group

• Improved total calculations

• Performance optimizations for agencies with large agent counts

✔ Improves usability for leadership and production tracking

Commission Statements Updates

♦ Interactive Reports

• Added more detailed subline information for better visibility

♦ New Report Added

• Producer Commissions Report now available

✔ Expands reporting capabilities for commission analysis

Change Requests Improvements

• Change Requests list now available directly within Dashboard Grids

✔ Faster access to active requests
✔ Improved workflow visibility

Workflow & Navigation Enhancements

♦ Policies / Quotes

• Add / Change button now includes an option to:

  • Create a Workflow Checklist

✔ Streamlines workflow creation during policy management

♦ Primary Navigation Configurator

• Added confirmation dialog before applying the Reset option

✔ Prevents accidental navigation resets

Insureds, Prospects, Policies & Quotes

♦ Referral Source Category

• Added new:

  • Column

  • Search Filter

✔ Improves tracking of lead origin and segmentation

Carrier & Agency Updates

♦ Carrier Details

• New Verify Information action (based on NAIC data)

✔ Helps validate carrier accuracy

♦ Agency Locations

• Insert / Edit functionality now available (www1)

• Supports both:

  • Tab view

  • Full view

✔ Improves multi-location management

Policy & Exposure Enhancements

♦ Vehicles

• Added new field:

  • Garaging Location

✔ Improves underwriting accuracy and data tracking

Lead Source Enhancements

• Added Xref status visibility for:

  • Insureds

  • Prospects

✔ Allows users to view archived records directly from the details page