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.