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Momentum Release Highlights – 10/16/2025

Momentum Release Highlights – 10/16/2025
Momentum Release Highlights – 10/16/2025
1:19

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.
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