Momentum Release Highlights – 09/19/2025

Today’s release brings new reports, dashboard tools, and easier bulk actions to help agencies work smarter and faster.

Reporting & Data Tools

• New Interactive Report: Workflow Checklists Completion to track progress across assigned items.
• Interactive Report: Insured Financial Summary now includes Premium, Non-Premium, and Commission columns in the nested grid.

Dashboard Enhancements

• New Reporting Widget: Opportunities by LoB Class for quick pipeline insights.
• Grids Dashboard: X-Dates can now be displayed alongside other grid data.

Insureds / Prospects Tools

• Bulk Action: Set Custom Fields across multiple records at once.
• Bulk Action: Set Custom X-Dates in a single step for multiple insureds or prospects.

Agency Management Features

• Agency PIN Code: A permanent PIN is generated at sign-up and used as a quick verification method for requests like data exports.
• Important Dates: New option to copy key dates directly onto related policies.
• Endorsement Lists: Added search filter by Agency Location for faster lookup.

Automation Center

• Sales Dashboard: Now available in early access, giving agents visibility into their goals and progress.
• Pipelines: Now available in early access, offering customizable stages, linked quotes, and full opportunity tracking.
• Reach out to our team today to get a sneak preview of both features.