Today’s update brings a powerful lineup of enhancements across reporting, search tools, and data management.
This release focuses on visibility, data quality, and streamlined navigation tools that make your agency faster and more precise.
Note: Feature availability may depend on your user role and agency settings.
Interactive Reports
Customer Retention Report: A brand-new report has been added and is now available.
Data Quality Tools
New Page: Quick access to all data quality tools is now available.
Accessible from both the dashboard and dashboard light.
Prospects & Quotes
Combined Batch Actions: Streamlines your follow-ups.
Custom Fields Search
Tag Filtering
Bulk Tag Edits
Driver License Scan
Fully integrated and ready to use.
UI & Grid Enhancements
Grid Toggle Fit: Now set as default in your layout configurator.
Insured List Filters: Filter by active policies and specific LoBs with logic operators.
Totals & Averages: Switch easily between both in financial summaries.
Carriers
Search by Service Score now available.
Boats
New Filter: “Has Active Policy.”
Direct Bill Payments
Filter for past-due items.
Where to Find It
You can explore these features now directly in your Momentum interface.
? Feedback? We’re all ears — let us know what you think so we can keep improving!
Use the new Customer Retention Report together with the Insured List filters to quickly spot at-risk accounts and take action before renewal time.
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