The October 29, 2026 Momentum AMS release introduces new Interactive Reports, expanded accounting and commission reporting options, improvements to policy and quote management, and several enhancements to everyday workflows.
Highlights include new Receivable Aging reports, additional commission filters, batch due date changes for Broker Invoices, enhanced vehicle and Motor Truck Cargo information, and new Dynamic Search capabilities.
A new Policies / Quotes By Billing Type Interactive Report is now available.
This report provides an additional way to review policies and quotes based on their assigned billing types.
Two new Interactive Reports have been added to help agencies review outstanding receivables:
These reports provide additional options for reviewing outstanding receivables and identifying accounts or policies that may require follow-up.
The Agency Commission Unearned Interactive Report now includes additional filtering options.
New filters include:
These filters provide more flexibility when reviewing unearned agency commissions and identifying differences between commission amounts.
A new Excluded field has been added to Motor Truck Cargo information.
This provides an additional field for identifying exclusion-related information within Motor Truck Cargo records.
Motor Truck Cargo information is now displayed within the Policy / Quote Details Info area.
This follows a similar approach to how vehicle and driver information is displayed, making Motor Truck Cargo information more accessible when reviewing a policy or quote.
A new Batch Change Due Date option has been added for Broker Invoices within Invoices / Receipts.
This allows users to update due dates for multiple Broker Invoices through a batch action rather than modifying each invoice individually.
When manually inserting General Liability or Workers Compensation information, Momentum AMS now provides additional prefill capabilities.
Enhancements include:
These improvements help reduce repetitive data entry when information is already available within the insured's records.
New functionality has been added to the Vehicles grid.
Users can now:
These additions provide easier access to vehicle details and related session information.
A new Clone Insured action is now available from the Insured Details page.
This provides an additional option for creating an insured record based on an existing insured.
Dynamic Search now supports the @PPTY shortcut for property-related searches.
A dedicated page is now available listing the supported Dynamic Search shortcodes.
This provides a reference for users who want to take advantage of the available search shortcuts.
Additional improvements have been made to boat visualization within Momentum AMS.
These updates include refinements related to:
These changes improve how boat-related information is presented.
Custom Panels now include the ability to check the number of assigned records.
This provides additional visibility into how many records are associated with a Custom Panel.
The Send Email modal now includes additional recipient options:
These additions provide more flexibility when sending emails directly from Momentum AMS.
The Agent Commissions List now includes two additional search filters:
These filters provide additional options for locating and reviewing agent commission records.
Agent Commission Statements now include the ability to Generate Files per Location.
This provides an additional file-generation option when working with agent commission statements.
A new Show Capital Premium Finance action has been added to the Quotes List and Quote Details.
This functionality is similar to the option already available for policies.
The October 29, 2026 Momentum AMS release introduces improvements across reporting, accounting, commissions, policy and quote management, and system navigation.
Key additions include:
These enhancements continue to improve the reporting capabilities, workflow options, and everyday usability of Momentum AMS.