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Momentum Release Highlights – 09/19/2025

Momentum Release Highlights – 09/19/2025
Momentum Release Highlights – 09/19/2025
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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.

 
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