Today’s Momentum release includes updates focused on Change Requests, Dashboard Action Center enhancements, reporting improvements, workflow visibility, and operational configuration updates.
Change Requests now support:
Due Date assignment
Batch actions for updating Due Dates
This enhancement helps agencies better track outstanding requests and prioritize workload management.
Added support for:
List View
Insert
Edit
Fill PDF Form functionality
Behavior is automatically determined based on the insured or prospect type.
This expands Change Request functionality for Personal Lines workflows.
The Action Center now supports filtering by:
Additional sorting options now include:
These improvements provide greater flexibility when managing workload and task prioritization.
Users can now:
This allows agencies to customize operational dashboards based on workflow needs.
Added a new search filter for:
This enhancement improves the ability to identify incomplete policy or quote records by carrier.
Quick Export now supports:
This allows agencies to include tagging data in reporting and exports.
Cards View is now available within:
This improves visual pipeline management directly from account records.
Added the ability to:
This enhancement improves visibility into endorsement-related financial activity.
For:
Grid Actions now include:
This provides faster access to representative information directly from search results.
Edit functionality currently visible on www1.
Removed visibility of:
Momentum has started using the new: