---
title: Momentum Release Highlights – 11/13/2025
description: Momentum's latest release enhances task control, speeds up reviews, and improves filtering options for reports, insureds, and policies. Explore new AI features and dynamic search capabilities.
---

[Momentum AMP Blog ](https://blog.momentumamp.com/blog)

# [Momentum Release Highlights – 11/13/2025](https://blog.momentumamp.com/blog/momentum-release-highlights-11/13/2025)

 Written by [Momentum AMP](https://blog.momentumamp.com/blog/author/momentum-amp) | Nov 14, 2025 12:00:00 PM

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

[View full post](https://blog.momentumamp.com/blog/momentum-release-highlights-11/13/2025)

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