This release focuses on improving reporting, commission visibility, and overall data accuracy in Momentum AMS. You’ll notice more flexibility in reports, better insight into outstanding commissions, and a few enhancements that make everyday tasks easier.
You can now filter reports using policy-level tags, giving you more flexibility to view your data the way your agency operates
This applies to key reports like:
Commission reports
Monthly payment reports
Producer commission tracking
What this means for you:
You can now segment reports more easily without exporting or manually sorting data.
A new Outstanding Balance column has been added to producer commission reports.
What this means for you:
You can quickly see:
What has been paid
What is still owed
Where you may be ahead or behind
A new tool helps identify missing or incomplete carrier information.
What this means for you:
Cleaner data leads to:
More accurate reports
Fewer commission discrepancies
Better overall system reliability
You can now filter commission/payable data by endorsement amount.
What this means for you:
Easier tracking of:
Mid-term changes
Adjustments affecting commissions
You can now exclude MGAs when searching (using “NOT”)
Helps narrow down results faster
Sort policies and quotes by total amount
Makes it easier to identify:
Largest accounts
High-value opportunities
You can now copy lead sources from another record
Saves time and keeps your data consistent
You now have the ability to generate API keys directly within the system.
What this means for you:
If you use integrations or automation tools, this makes connecting systems easier.
Quick access to the MAC (Momentum Automation Center) One Pager has been added
Helps you:
Find automation resources faster
Better understand available workflows