Momentum Release Highlights – 05/28/2026

This release introduces enhancements to the Dashboard Action Center, Data Quality tools, Service Requests, and Interactive Reports. These updates are designed to improve daily workflow visibility, make data cleanup easier, and provide better access to key reporting insights throughout Momentum AMS.

Dashboard Improvements

Action Center – Change Requests

• Change Requests can now be viewed directly in the Action Center

What this means for you:

• Easier visibility into service-related activity
• One central location for daily work items

Set Action Center as Default Tab

• You can now choose Action Center as your default dashboard tab

What this means for you:

• Open directly into your work queue when logging in
• Faster access to tasks, service requests, opportunities, and change requests

Data Quality Tool Enhancements

Principals / Reps Missing Date of Birth

• New Data Quality view for identifying Principals or Representatives with missing Date of Birth
• Includes Batch Action support

What this means for you:

• Easier cleanup of incomplete records
• Faster bulk updates

Archived Insureds / Prospects

• Added optional Agency column

Especially useful for:

• Master agencies
• Multi-agency environments

Service Request Enhancements

Cards View

• Service Requests now support Cards View
• Available within detail pages

What this means for you:

• Easier visual review of open requests
• Faster navigation between service items

Search & Navigation Updates

Dynamic Search Configurator

• Added configuration options for available search result types

What this means for you:

• More control over what appears in dynamic search results

Agency Overview Report Links

• Added several report links at the bottom of Agency Overview

What this means for you:

• Faster access to related reports without leaving the overview page

Interactive Reports Improvements

Report Explanations + AI Assistant

• Added initial support for:
  • Report explanations
  • AI-powered assistance for report questions

Currently available on select reports only.

What this means for you:

• Better understanding of report data
• Easier interpretation of numbers without leaving the report

Additional System Updates

Property List

New optional columns added:

• Coverages
• Origin

Label Dictionary

• Added new dictionary entry for Agent

Vehicle List

• Updated priority order for:
  • Comprehensive
  • Collision

XML data will now display first when available.

Vehicle ID Cards

• Added option for:
  • Carrier Phone
  • Agency Phone

This functionality will be available after an upcoming larger system update.

Platform Infrastructure

• Momentum API has been migrated to a major new .NET version

This is a backend performance and infrastructure update that improves long-term platform stability.

Summary

This release improves:

• Dashboard visibility through Action Center updates
• Data cleanup with new quality tools
• Service Request usability with Cards View
• Report accessibility with explanations and AI assistance

Key benefits:

• Easier access to work in progress
• Faster record cleanup
• Better visibility into agency data
• Improved reporting experience

Key Clarifications

• AI Report Explanations are currently available only on select reports
• Vehicle ID Card phone options may not appear until the larger related update is completed
• Action Center does not replace existing workflows—it centralizes them
• Data Quality tools help identify incomplete data but do not automatically correct record