Momentum Release Highlights – 10/16/2025

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

Reporting & Data Tools

• Interactive Reports – Agency Commissions Based on Rules
• Displays commissions calculated from rules starting at the endorsement level, even when no actual commission record exists.
• Interactive Reports – Book of Business Annualized
• Added a new Effective Date filter to refine searches by time period.

Sales Goals & Agent Management

• Sales Goals – Copy Action
• Quickly duplicate and transfer goals between agents and locations for faster setup.
• Agent Commission Rules
• Added a new column for Commissionable Agent for better visibility into rule-level assignments.

Endorsements & Documents

• Endorsements Grid Actions
• Added an Overview Screen with the ability to save as PDF for quick reviews and sharing.

Notes & Workflow Tools

• Note Types
• Added the ability to show or hide note types for cleaner visibility in records.
• Workflow Checklists
• Now display completion indicators directly on Policy Details and Quote Details pages within the General Information Panel.

Search Enhancements

• Dynamic / Global Search
• Expanded to include results from the second and third email fields on insured and prospect records for improved accuracy.