MomentumAMP Release Highlights – 07/24/2025

Today’s update brings AI-powered summaries, workflow visibility, webhook automation, and streamlined commission tools—plus quality-of-life improvements to help your agency work smarter.

Agency Management System:

Service Requests

• Link Webmail threads directly to any Service Request, regardless of type.

Opportunities

• Summary AI: AI-generated summaries are now available for Opportunities.

Carriers:

• Default MGA Setting: Define a default MGA for a particular carrier.

Policy Enhancements

• Agent Commission Percentage: Option to calculate based on agency commission or premium.

Vehicles

• Combined batch action is now added to the vehicles bulk action tool.

Dashboard Enhancements

• Grids widget: Cancelled Policies can now be included in your dashboard layout.
• Quotes Widget: Now sorts based on create date instead of expiration date.

Agency Commissions List

• New Filters: Filter by Agent, CSR, Policy Business Type, and Policy Effective Date.

Tasks

• Task Details Subline: Now Displays Work Group if assigned.

Grid Behavior Updates

• Default Sort Direction: Most lists now sort descending on initial click.

Automation Center:

User Access Controls

• Inactivate Users: Admins can now revoke access by unchecking users (Agents or Admins) in the user management panel.

Automation Visibility

• New “Actions” Tab: View all automated and scheduled actions triggered by workflows, tags, or time-based events.
  

Workflow Touchpoints

• New Webhook Touchpoint: Send real-time data to external systems from key moments within your workflows.

Campaign Tools

• Improved Monthly Newsletter: Updated formatting, personalized content, and more relevant messaging for stronger engagement.