Momentum Release Highlights – 04/30/2026

This release introduces a new centralized dashboard experience, improved task management views, expanded filtering capabilities, and enhanced system security. These updates are designed to help your team stay organized, work more efficiently, and access important information faster.

Dashboard Improvements

♦ New Action Center Tab

• Added a new tab called Action Center

• Provides a single place to view:

  • Tasks

  • Opportunities

  • Service Requests

  • Other important workday items

What this means for you:

• One central location to manage daily work

• Less switching between screens

♦ Unique URLs for Dashboard Sections

• Each dashboard section now has its own URL

What this means for you:

• Easier to bookmark specific views

• Faster navigation back to key areas

Task Management Enhancements

♦ TASK CARD VIEW

• New Card View for tasks

• Currently available in:

  • Insured Details

  • Policy Details

What this means for you:

• More visual way to manage tasks

• Easier to see status and progress

Policy and Quote Enhancements

♦ PARENT CARRIER DISPLAY

• Policy and Quote Details pages now show the Parent Carrier in the General section

♦ Schedule of Hazards (Commercial Package)

• Now displayed on the initial Policy Details screen

• Applies to Commercial Package policies

What this means for you:

• Better visibility without navigating deeper into the policy

Search and Filtering Improvements

♦ NEW CARRIER FILTER

• Added to:

  • Vehicles

  • Drivers

  • Properties

  • Boats

♦ RENEWAL CENTER FILTERS

• New filters added:

  • Agency

  • Processor Agency

What this means for you:

• More flexibility when working with clusters or network structures

Commission and Reporting Updates

♦ Agent Commission Statements

• New column added:

  • Agency Commission Received Date Period

♦ Alphabetical Carrier Sorting

• Carriers within nested grids are now sorted alphabetically

What this means for you:

• Easier to locate carriers within reports

Data Entry and Selection Improvements

♦ Line of Business Selectors

• Default, commonly used options now always appear at the top

• Even if custom options have similar names

What this means for you:

• Faster selection of commonly used lines of business

Security Enhancement

♦ ACCOUNT LOCKING

• Accounts will now lock after multiple unsuccessful login attempts

What this means for you:

• Improved account security

• Protection against unauthorized access

Additional Updates

• Vehicles Insert/Edit page now available on www1

• New Navigation setting:

  • Ability to disable menu counters (support setting required)

Summary

This release improves:

• Daily workflow visibility through the new Action Center

• Task management with a more visual experience

• Reporting clarity and filtering flexibility

• Security with account lock protections

Key benefits:

• Stay organized in one place

• Find information faster

• Work more efficiently across tasks and policies

Key Clarifications

• Action Center does not replace existing workflows, it centralizes them

• Card View is currently limited to insured and policy contexts

• Account locking is automatic and cannot be bypassed

• Some navigation features may require support to enable