Momentum Release Highlights – 07/10/2025

Momentum Release Highlights
Today’s release introduces AI-powered summaries for Tasks & Service Requests, new workflow libraries, and fresh UI enhancements inside the Automation Center to help your agency move faster with less friction.

These updates expand reporting tools, improve daily task visibility, and streamline automation design with new libraries and UI improvements.

Note: Some features may require specific role permissions to access.

Agency Management System

Summary AI for Tasks & Service Requests

Summary AI: AI-generated summaries are now available for Tasks & Service Requests. Instantly receive a summary of all tasks!

Reporting & Data Tools

Interactive Reports: Policies With Multiple LoB Split by LoB.
LoB Split Segments: Ability to check policies for values of premium and commission in LoB Panel.

Agent Charges

Multiple Insert: Add multiple charges in one action for faster usage.

Carrier / MGA Tools

New Batch Action: Change Agency (for Master Agencies).
Grid Actions: Added new link “View Reps” in Carrier/MGA list.

Custom Fields

New Option: Copy values from another insured or policy.

Description Templates

Clone Feature: Added ability to clone templates.

Search Enhancements

Exact Match Search: Use = before a value to search exact matches in grid filters.

Policy List Enhancements

Cancelled Policies: Added new optional column for Agency Location.

Automation Center

Workflow Libraries

Default Free Workflows: Contains workflows available to all users.
Default Paid Workflows: Contains workflows accessible to paid accounts only.
Momentum Team Recipes: Contains pre-built templates designed by the Momentum team.

Proposal Generator

Insurance Plans Table View: Insurance plan options are now displayed in a clean, responsive table for better readability and selection.
Updated Sections Design: Redesigned UI for Vehicles, Properties, and Attachments to enhance user experience and streamline proposal generation workflows.

Pro Tip:
Take advantage of the new Workflow Libraries to quickly deploy tested automation recipes. Pair them with Summary AI in Tasks & Service Requests for faster processing and cleaner handoffs between team members.