Momentum Release Highlights – 11/13/2025

Today’s release includes improved filtering, faster review processes, and enhanced control over tasks, insureds, and reports.

Reporting

• Interactive Reports Performance Assessment Tasks and Tasks Overdue now filter by Insured Agent or Task Agent
• Interactive Reports Month vs Month now exports to PDF
  

Insureds and Prospects

• Details Page includes an AI Summary option
• Ability to merge drivers under the same insured or prospect
• List view adds an X Date column and includes it in exports
• Dynamic search results show active or inactive status
• The Details Page header consists of an Automation dropdown button for direct links to the Automation Center.
• Pending Cancellation Reminders can be added from the record

Policies and Certificates

• Policy List supports filtering by multiple policy statuses at once
• Certificates Sent adds an Origin column and filter plus a custom AI indication

Tasks and Opportunities

• Task Details Page now includes an Opportunities tab

Quote Linq

• Quote Linq entry points added across the system in Renewal Center, Policies Insureds, and more

Navigation

• Side Navigation renamed to remove Momentum wording from the AMP section