Today’s update delivers smarter quoting, modernized workflows, and powerful new tools—including the debut of Quote/Rate Linq—to help your agency move faster and stay consistent.
This release focuses on streamlining reporting, enhancing workflow automation, and delivering a polished user experience across quoting, proposals, and integrations.
Note: Some features may require admin permissions or role-based access to appear in your account.
Momentum Agency Management System
Reporting & Data Tools
New Interactive Report: Policies Without Agency Commission.
Policy List Enhancements:
Added new status: Flat Cancel.
Added optional Create Date column in Policy/Quote lists.
Carrier/MGA Details: Now displays Agency ID (Code).
Insured Item Sorting: Policies are now ordered by the latest effective date.
Endorsement Summary: Added summary view for easier policy change tracking.
Service & Workflow Tools
Combined Batch Action: Available for Insureds and Policies.
Service Requests:
Upload files to Add/Replace Vehicle requests.
Removed 150-character limit for General New, Add Vehicle, and Replace Vehicle.
Referral Info Display: Referral Source or MGA Contact now visible directly, with optional inline detail view.
Automation Center
Workflow Builder Enhancements
Policy Origin Filter: Trigger workflows based on where a policy originated (e.g., API, manual entry, import).
Email Workflow Improvements
Inline Image Support: Paste images directly into the body of workflow emails—no attachments needed.
Better Email Error Reporting: Replaced generic codes (401, 402, 403) with actual failure reasons.
Proposal Generator Updates
Document-Style Template Redesign: Fresh, polished look for your proposals.
Dashboard Improvements: View proposals for Insureds and Prospects directly on the dashboard.
Improved Logo Scaling: Logos now render with consistent sizing.
Trigger Builder UI
Cleaned up repetitive text.
“Filter” renamed to Sub Condition for clarity.
Permissions Update: Users with proper access can now reuse existing workflow triggers.
Campaign Workflow Enhancements
Dates now appear in MM/DD/YYYY format.
Time displays updated to AM/PM.
Outlook Add-In
New Note Field: Dedicated subject field for clarity and fewer manual edits.
Improved Attachment Preview: Better PDF rendering for emails and attachments in the Notes section.
Integrations
TurboRater Integration Mapping: Improved field alignment and mapping between MomentumAMS and the TurboRater UI.
Try out the new Quote/Rate Linq alongside Proposal Generator’s redesigned templates for a faster, more professional quoting process from start to finish.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article