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The September 17, 2026 Momentum release includes new Interactive Reports fields, VIN searching through Dynamic Search, additional account visibility controls, expanded policy and record management tools, Data Quality PDF exports, and enhancements to Payables, Renewal Center, Quote Applications, and more.
A new Policies / Quotes by Currency option has been added to Interactive Reports, providing additional reporting capabilities for agencies working with policies and quotes in different currencies.
Interactive Reports for Opportunities By * now include new columns for:
These additional fields provide more financial information directly within Opportunity reporting.
Dynamic Search can now locate vehicles by entering the @VIN prefix followed by the vehicle identification number.
For example:
@VIN 5UX2V1C03L9B48883
This provides a quick way to locate a vehicle when the VIN is known.
Agencies now have additional control over the visibility of Insured and Prospect accounts.
A new dropdown is available within the General panel on the Insert and Edit pages. Accounts can be hidden so they are visible only to:
This provides an additional option for limiting access to specific Insured or Prospect records.
The Add New Payment to Existing Commissions option within Endorsement-Related Items has been updated to use the new version of the grid +Add actions.
The Locations tab on Details pages now includes the ability to Merge address records.
This can help consolidate duplicate or overlapping location information.
Inland Marine records can now be assigned directly to multiple policies.
This provides greater flexibility when the same Inland Marine information applies across more than one policy.
A new option has been added under Policy Details → Actions that allows a policy to be moved more easily to a different Insured or Prospect.
Additional navigation has been added for insured items associated with an IVANS session.
A new grid action:
Go To Session
can provide direct access to the associated IVANS session when enabled through the Grid Configurator.
This functionality is available for:
Policy Change Requests can now be:
This provides additional flexibility for managing completed or previously archived change requests.
Insert and Edit functionality has been added for additional Quote Application types:
The Renewal Center now includes a new search filter for the Upsell Indicator.
This allows agencies to filter Renewal Center results using the Upsell Indicator when reviewing renewal opportunities.
A new Change Currency option has been added to Policies / Quotes → Batch Actions.
This allows currency to be updated across selected policy or quote records using a batch action.
The Data Quality Overall Summary now includes the ability to request a PDF overview document.
The generated PDF can be sent to the user's email, providing a convenient way to retain or share an overview of Data Quality results.
The Send Email modal available from Details pages has been enhanced to better organize description templates.
The template selector can now:
This makes it easier to narrow the available templates when composing an email.
Updates have been made to the total amounts displayed within Payables.
The update includes modifications to the existing Total and adds a new:
Net Payable
This provides additional visibility into payable amounts directly within the Payables area.
The September 17, 2026 release expands several areas of Momentum AMS, including reporting, searching, account visibility, policy management, and accounting.
Highlights include VIN searching through Dynamic Search, Premium and Commission fields in Opportunity reports, restricted Insured/Prospect visibility, Data Quality PDF exports, multiple-policy assignment for Inland Marine records, an Upsell Indicator filter in Renewal Center, batch currency changes, and the new Net Payable amount within Payables.
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