Momentum Release Highlights – 10/30/2025

Today’s release focuses on configurability, data precision, and improved daily efficiency across Momentum.

Agency Management System

• Insert / Edit Configurator: New configurator added to fully customize which panels are visible on Insured and Prospect insert/edit pages.
• Configurators Hub: Added a new entry for the Insert / Edit Configurator for easier access and management.
• Contact Merge: You can now merge contacts under the same Insured or Prospect to clean up duplicates.
• Agency Overview – Carrier / MGA Trends: Added a new column for Annualized Premium.
• Policies / Quote Details – Billing Overview: Added the ability to save as PDF for sharing or recordkeeping.

Data & Reporting Tools

• Data Quality Tools – Data Mismatch: Added filters for Insured Agent and Policy Agent to better isolate inconsistencies.

Financial Tools

• Agency Fees: Added a new search filter for Endorsement Amount.

Administration

• Agency Locations: Added Combined Batch Action for faster multi-location management.
• New Hotkey Shortcut: Type “toolbox” anywhere to instantly open the Toolbox module.