---
title: Momentum Release Highlights – 09/19/2025
description: Explore Momentum's latest release featuring new reports, dashboard tools, and bulk actions designed to enhance agency efficiency and productivity. Discover how these updates can streamline your workflow.
---

[Momentum AMP Blog ](https://blog.momentumamp.com/blog)

# [Momentum Release Highlights – 09/19/2025](https://blog.momentumamp.com/blog/momentum-release-highlights-09/19/2025)

 Written by [Momentum AMP](https://blog.momentumamp.com/blog/author/momentum-amp) | Sep 22, 2025 11:00:00 AM

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.

##### ** **

[View full post](https://blog.momentumamp.com/blog/momentum-release-highlights-09/19/2025)

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