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:
Label Dictionary
- Added new dictionary entry for Agent
Vehicle List
- Updated priority order for:
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