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MomentumAMP Release Highlights – 08/21/2025

Momentum AMP Aug 22, 2025 7:00:00 AM

Blog AMS Updates

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Today’s update delivers smarter reporting, improved data quality, and more control over service and change requests, helping your agency work faster and stay accurate.

Agency Management System:

Interactive Reports

Insureds / Prospects by Age
Agency Commissions by Policy CSR

Data Quality Tools

Check for missing properties on Insureds / Prospects, with ability to:

• See applied tags

• Filter by tags

• Change tags

Insureds / Prospects:

Automatically create location and property on insert when possible
Addresses Tab: new button to auto-create from insured/prospect record

Service & Workflow Tools:

CL Change Requests – Improvements

Link to filled Acord 175 Form
Display counter in details tabs
Easier control of the number of items in collections
New Save & Fill Form option
Applied date displayed in the bottom grid

Change Requests & Service Requests

Ability to link change requests to service requests
New tab in service request details showing all linked change requests

Carrier Downloads:

Additional details now displayed in Downloads tab:

Transaction effective date & request date
Policy expiration date
Current term amount
Net change amount (for newer records)

Search & Navigation

New dynamic search with partial match of first + last name (two segments)
Useful Links List: new filter and column for User

Business Types

Added new business sub-type: Returning Customer

Automation Center

Filters in Triggers

New Include/Exclude capabilities on all entry condition filters allow for greater precision and control when designing automations

Momentum Release Highlights – 10/02/2025

Momentum AMP: Oct 3, 2025 7:00:00 AM

Today’s release introduces enhanced reporting, new permissions, expanded batch actions, and the debut of Momentum AI in the navigation—bringing more...