Momentum Release Highlights – 07/09/2026
This release expands the Data Quality tools, introduces AI-powered report discovery, enhances the Action Center with new workflow options, and adds...
We’re excited to announce a new partnership between Momentum and The Agency Collective and The Brokers, created to help independent agents like you access exclusive carriers, boost revenue, and grow your book—faster and with less friction.
If you're a Momentum user looking to partner with a network, this is your opportunity to join a community of like-minded industry professionals to assist in growing your agency through increased compensation and revenue-generating bonus opportunities.
What’s In It for You?
This release expands the Data Quality tools, introduces AI-powered report discovery, enhances the Action Center with new workflow options, and adds...
This release expands Momentum AMS with new Data Quality tools, enhanced reporting, additional Agency Overview insights, and workflow improvements....
This release introduces new agency management tools, enhanced reporting capabilities, expanded Action Center functionality, and additional visibility...
This release adds new filters, columns, actions, and access requirements across list menus, reports, and system UI.
You’ve hit that wall. You know the one. There’s more work than hours in the day, your to-do list hasn’t gotten shorter in months, and somewhere in...
Financial operations have long been a pain point for insurance agencies. From managing agency bill workflows and reconciling payments across carriers...