Momentum Release Highlights – 07/30/2026

The July 30, 2026 release introduces new functionality for Claims Management, CRM Notes, SMS/MMS messaging, integrations, ACORD forms, and platform reliability. Highlights include claim creation from the 1 Pager View, Lightspeed SMS/MMS integration, enhanced CRM note management, expanded ACORD form automation, and improved system performance across multiple workflows.

Claims Management

Create Claims from the 1 Pager View

A new Claim Module has been added to the 1 Pager View, allowing users to create claims without leaving the insured's summary page.

Benefits

• Create claims faster.
• Reduce navigation between screens.
• Improve workflow efficiency.

Edit Loss Details

Loss details can now be edited directly within the claim.

Benefits

• Update claim information more efficiently.
• Reduce the need to recreate claim records.

Enhanced Claim Summary Panel

The Claim Summary Panel now loads:

• Claim Tasks
• Activities

directly within the summary view.

Benefits

• View claim-related work from a single location.
• Improve visibility into claim activity.

Claims Interface Refresh

The Claims interface has been updated to match the modern styling used throughout the Policy and Quote screens.

Benefits

• Consistent user experience.
• Improved readability and navigation.

CSR & Agent Display Improvements

Resolved an issue affecting the display of CSR and Agent information within the 1 Pager View.

New Incident Report Claim Type

A new Incident Report claim classification has been added.

Benefits

• Better categorize incidents.
• Improve claim reporting and tracking.

CRM Notes & Activities

Enhanced Note Filtering

CRM Notes now include improved filtering options to help locate information more quickly.

Reply & Action Controls

Notes now feature inline reply and action controls similar to the Notes History experience.

Benefits

• Faster collaboration.
• Improved note management.

Improved Modal Behavior

Resolved scrolling issues that could affect note dialogs and other modal windows.

Larger Activities Panel

The Activities and Logs panel has been expanded for improved usability when reviewing longer histories.

SMS & MMS Messaging

Lightspeed SMS/MMS Integration

Momentum AMS now supports Lightspeed SMS and MMS messaging.

Benefits

• Additional SMS provider option.
• Support for multimedia messaging (MMS).

Vonix SMS Integration

Native SMS messaging through Vonix has been implemented and fully validated.

Automatic Delivery Status Updates

Outbound SMS messages now automatically update with delivery status.

If delivery fails, users receive a notification.

Benefits

• Improved message tracking.
• Faster troubleshooting.
• Better communication visibility.

Integrations

Kafka & Fusion Enhancements

Several integration improvements have been made, including:

• Added QUOTEAPPLICATION events.
• Added Notes events for MAC.
• Enabled TASK_CATEGORY events.
• Filtered NOTE events before publishing to Fusion Kafka.
• Corrected Fusion event writing for specific Elasticsearch queues.
• Improved default task category responses through the Null-Ref API.
• Added Opportunity ID support to the VendorPortalNote model.

Benefits

• More reliable integrations.
• Improved synchronization.
• Expanded automation capabilities.

ACORD Forms

ACORD 290

Added:

• Vehicle Lookup
• Vehicle Data Mapping

ACORD 90

Added:

• Agent Lookup
• Set All Questions Lookup

ACORD 125

Improved automatic Producer Agency population.

ACORD 130

Corrected the Set All Questions functionality.

Benefits

• Reduced manual data entry.
• Improved form accuracy.
• Faster ACORD completion.

Policy Reporting

Improved Policy Summary Reliability

The Policy Summary Report now gracefully handles malformed or truncated CoveragesXML data.

Benefits

• Improved report reliability.
• Fewer report failures caused by incomplete XML data.

Benefits Module

Updated One Pager Styling

The Benefits application has been updated to use the same styling found throughout the modern 1 Pager View.

Benefits

• Consistent interface.
• Improved usability.

Platform Improvements

This release also includes numerous performance enhancements and reliability improvements across release-critical workflows to provide a more stable and responsive user experience.

Summary

The July 30, 2026 release delivers major enhancements across Claims Management, CRM Notes, SMS messaging, integrations, ACORD forms, and platform performance. Highlights include creating claims directly from the 1 Pager View, new Lightspeed SMS/MMS support, enhanced CRM note management, expanded ACORD automation, and improved reporting reliability. These updates continue Momentum AMP's focus on streamlining agency operations while improving usability, automation, and overall system stability.