Momentum Release Highlights – 07/09/2026

This release expands the Data Quality tools, introduces AI-powered report discovery, enhances the Action Center with new workflow options, and adds several usability improvements throughout Momentum AMS. These updates are designed to improve data accuracy, simplify reporting, and help agencies manage work more efficiently.

Data Quality Tool Enhancements

Missing Data Fields

The Missing Data Fields tool now includes two additional source options:

• Tasks
• Opportunities

What this means for you:

• Review data completeness beyond insureds and policies
• Identify missing information within task and opportunity records

Principal / Driver Birthday Mismatch

The Birthday Mismatch tool now supports a new batch action that allows you to synchronize dates of birth in either direction.

What this means for you:

• Correct mismatched birth dates more efficiently
• Improve consistency between Principal and Driver records
• Reduce manual data updates

Interactive Report Enhancements

AI Report Finder

A new AI-powered Report Finder has been added to Interactive Reports.

What this means for you:

• Describe the information you're looking for using natural language
• Receive report recommendations based on report explanations
• Spend less time searching for the correct report

Dashboard Improvements

Action Center Enhancements

New features include:

• Completed Mode
• Batch Actions
• Batch Status Updates
• Batch Due Date Updates

What this means for you:

• Manage completed work more efficiently
• Update multiple work items at once
• Save time when organizing daily activities

Policy & Quote Enhancements

Batch Action – Set Bind Date as Effective Date

Policies and Quotes now include a new batch action to:

• Set the Bind Date as the Effective Date

This helps simplify policy updates when multiple records require the same adjustment.

Annualized Premium Calculation

For policies with a term shorter than 28 days:

• Annualized Premium now equals the actual premium.

What this means for you:

• More accurate reporting for short-term policies
• Better representation of policy premiums

Certificate Holder Improvements

The Certificate Holders list now includes:

• Number of Certificates column
• Number of Certificates filter

What this means for you:

• Quickly identify frequently used certificate holders
• Better manage certificate activity

User Selection Improvements

Agent and CSR selectors now include additional filtering modes:

• Has User
• No User
• All

Available throughout Insert and Edit screens.

What this means for you:

• Easier selection of users
• Faster filtering when assigning records

Improved Navigation

Floating Grid Headers

Several lists now include floating headers for improved readability.

Supported areas include:

• Insureds
• Policies
• Endorsements
• Other large grids

What this means for you:

• Column headers remain visible while scrolling
• Easier review of large record lists

Quote Applications

Quote Applications now support Cards View within detail pages.

What this means for you:

• More visual organization of quote applications
• Easier navigation between records

Additional Updates

Schedule of Values

A new Schedule of Values object has been added under Insured Items.

Policy Change Requests

Policy Change Requests are now included within the new activity logs.

Boats

The Boats Insert/Edit page is now available in supported environments.

Trucking Contact Types

Additional contact types have been added for trucking companies, including executive-level roles such as:

• CEO
• COO

and other organizational positions.

Summary

This release delivers improvements in:

• Data Quality management
• AI-assisted report discovery
• Dashboard productivity
• Policy and quote processing
• Certificate tracking
• Large list navigation

Key benefits include:

• Better data consistency
• Faster report discovery
• More efficient work management
• Improved visibility throughout the system

Key Clarifications

• AI Report Finder recommends reports based on available report explanations; it does not create new reports.
• Birthday synchronization should be reviewed before applying batch updates to ensure the correct data is retained.
• The annualized premium calculation change only applies to policies with terms of less than 28 days.
• Floating headers improve navigation within large lists but do not change how data is sorted or filtered