1 min read

Momentum Release Highlights – 10/02/2025

Momentum AMP Oct 3, 2025 7:00:00 AM

Blog AMS Updates
Momentum Release Highlights – 10/02/2025
Momentum Release Highlights – 10/02/2025
1:16

Today’s release introduces enhanced reporting, new permissions, expanded batch actions, and the debut of Momentum AI in the navigation—bringing more control and clarity to your daily operations.

Reporting & Data Tools
  • New Interactive Report: Policies / Quotes by Premium Range.
  • Customers / Policies Trends: Added column for Annualized Premium.
  • Policy List Enhancements: Annualized Premium column added (also included in exports).
  • JSON Mapping Tool: Added the ability to map tags for greater flexibility in data integrations.
User Permissions & Management
  • Prospects: New User Permission – View Only Assigned added for controlled access.
Batch Actions & Address Tools
  • Combined Batch Action: Expanded to include Addresses for faster, multi-record updates.
Agency Management
  • Agency Profile: Added Combined View for Sales Goals by Location.
Policy & Endorsement Tools
  • Endorsements: Grid Actions updated with new “Split Premium” option (for policies with multiple Lines of Business).
Dashboards
  • Dashboard Grids: Added Pending Cancellations as a new grid widget option for better visibility.
Navigation & AI
  • Momentum AI: Now featured as a top-level item in the new navigation.
  • Side Search: Displays full address for matching results for improved accuracy.
Momentum AMS Release Highlights – 12/18/2025

Momentum AMS Release Highlights – 12/18/2025

Momentum AMP: Dec 19, 2025 7:00:00 AM

This release marks our final update of the year. We want to thank you for your continued trust, feedback, and partnership throughout the year. Your...

Blog AMS Updates
Read More
Momentum AMS Release Highlights – 12/11/2025

Momentum AMS Release Highlights – 12/11/2025

Momentum AMP: Dec 12, 2025 7:00:00 AM

We have a release with some new features and additions for Momentum. Here is the list of changes included:

Blog AMS Updates
Read More
🎄✨ Momentum AMP Ugly Sweater Showdown Giveaway!

🎄✨ Momentum AMP Ugly Sweater Showdown Giveaway!

Momentum AMP: Dec 4, 2025 7:00:00 AM

It’s officially that time of year… when the sweaters get loud, the photos get fun, and the vibes get festive.To celebrate, we’re giving away 10...

Blog
Read More
Momentum Release Highlights – 11/13/2025

Momentum Release Highlights – 11/13/2025

Momentum AMP : Nov 14, 2025 7:00:00 AM

Today’s release includes improved filtering, faster review processes, and enhanced control over tasks, insureds, and reports. Reporting Interactive...

Blog AMS Updates
Read More
Momentum Release Highlights – 09/19/2025

Momentum Release Highlights – 09/19/2025

Momentum AMP : Sep 22, 2025 7:00:00 AM

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

Blog AMS Updates
Read More
Momentum Release Highlights – 10/16/2025

Momentum Release Highlights – 10/16/2025

Momentum AMP : Oct 17, 2025 7:00:00 AM

Today’s release brings enhancements across reporting, commissions, and usability to help agencies work faster and see data more clearly. Reporting &...

Blog AMS Updates
Read More