Momentum Release Highlights – 06/11/2026

This release introduces new agency management tools, enhanced reporting capabilities, expanded Action Center functionality, and additional visibility into account ownership and agency performance. Several reporting and data quality improvements have also been added to help agencies better manage their book of business.

Agency Management Enhancements

New Agency Focus Page

• Added a new Agency Focus page
• Accessible from Agency Overview
• Includes configurable options to customize the view

What this means for you:

• Better visibility into agency performance and priorities
• Easier access to agency-level insights

Account Manager Tracking

A new Account Manager field has been added to:

• Insureds
• Prospects
• Insert/Edit screens
• Detail pages
• List views
• Batch Actions

What this means for you:

• Track ownership and responsibility more effectively
• Improve account management workflows
• Filter and organize records by Account Manager

Agency Address Updates

You can now:

• Add a logo
• Replace a logo
• Remove a logo

directly from Agency Address settings.

Dashboard Improvements

Action Center Enhancements

Added:

• AI Summary options
• Counter displays

What this means for you:

• Faster visibility into outstanding work
• Quick summaries of important activities
• Improved dashboard awareness

Interactive Report Enhancements

New Report

Added:

• Policies / Quotes By Referral Source Contact

What this means for you:

• Better visibility into referral performance
• Easier tracking of business sources

Report Explanations Expansion

Report Explanations are now available on more than 20 additional reports.

What this means for you:

• Better understanding of report calculations
• Easier interpretation of reporting data
• Less guesswork when reviewing results

Agency Commission Improvements

Commission Splits Support

When generating Agent Commissions:

• Commission splits are now considered automatically

What this means for you:

• More accurate commission calculations
• Better support for shared production arrangements

Agency Overview Enhancements

Industry Benchmarks

Added Industry Benchmarks to the Agency Overview page.

What this means for you:

• Compare agency performance against industry standards
• Gain additional context around key metrics

Carrier Download Improvements

Re-Merge Option

Added a new Re-Merge grid action within Carrier Downloads.

What this means for you:

• Easier correction of merge-related issues
• Reduced need for manual intervention

To Do Management

Cards View

Added a new Cards View for To Do items.

Currently available within detail pages.

What this means for you:

• More visual task management
• Easier review of pending work

General Liability & Workers Compensation

Create Date Column

Added a new optional column:

• Create Date

Available within:

• General Liability
• Workers Compensation

What this means for you:

• Additional visibility into record creation history

Renewal Center Enhancements

Improved Renewal Display Logic

Renewal Center will no longer display:

• $0 premium
• 0% change

when there is no renewal policy or renewal quote available.

What this means for you:

• Cleaner reporting
• Reduced confusion when reviewing renewals

Data Quality Tool Improvements

Potential Renewal Rewrite

Enhancements include:

• Additional search filters
• Improved matching logic

What this means for you:

• Better identification of rewrite opportunities
• Improved data quality review processes

Additional Updates

Label Dictionary

• Added support for Agent labels

System Messages

• Expanded support for agency-managed system messages in supported environments

Summary

This release delivers improvements in:

• Agency performance visibility
• Account ownership tracking
• Reporting insights
• Commission accuracy
• Renewal management
• Data quality analysis

Key benefits include:

• Better agency oversight
• More accurate commission calculations
• Improved reporting explanations
• Faster access to actionable information

Key Clarifications

• Account Manager is separate from Agent and CSR assignments
• Industry Benchmarks are informational and do not alter agency data
• Report Explanations provide guidance but do not change report calculations
• Re-Merge should only be used when reviewing carrier download merge results
• Renewal Center changes affect display logic only and do not impact policy data