Momentum Release Highlights – 10/02/2025

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.