Momentum Release Notes – 05/15/2025

Momentum Release Highlights
Here’s what’s new across MomentumAMP, Roam, Automation Center, and Toolbox/AI.

This release introduces AI-powered search, smarter automation touchpoints, and improved mobile app workflows—helping your agency stay fast and efficient on every platform.

Note: Some enhancements require specific permissions or mobile app updates to access.

Agency Management System

AI Search Assistant: Now live on Opportunities, Claims, and Service Requests.
Interactive Reports – Net Agent Commission: New filters for LoB Class & Business Type.
Custom Fields Search Tool: Choose between equals or contains for text comparisons.
Opportunities: Now support multi-field changes through the combined bulk action.
Referral Sources: Filter between Active | Inactive | All.
Tasks: Update task status directly from the same section as task stages.
Invoices/Receivables: See Linked Insureds from the invoice list.
Carriers List: Filter by A.M. Best Rating – BCR & FCS.
Commission Statements: New “Number of Records” column & filter.
Agents List: New column & filter for Agency (visible for master agencies only).
Receivables/Payables: Two new type filters – Show with $0 balance and Show Past Due only.
Service Requests: Due date now shows with color indicators (like Tasks).
Policy List: Added search by Policy URL with wildcards like * or [empty].

Roam Mobile App

Task View: See task and activity details inline.
Inactive Insureds: Search now includes inactive profiles + status badge.
Send Certificates: Insureds can now send Simple Certificates without approval (if permission is granted).
Improved Search: Smarter search for Insureds, Prospects, Policies, and Contacts.

Automation Center

Template Enhancements: Attach files to Email & SMS templates.
Proposal Generator: Fresh design + dynamic summary for all policy types.
Automation History: View all touchpoints, including entry/exit logs on profiles.
Task Touchpoints: Trigger automation based on task status or related dates.
Touchpoint History: Sort by date & see send reasons/failures (e.g., missing email).

Toolbox / AI

Major AI Training Updates:
- Acord/Dec Page Scans
- Commission Document Scan
- AI-powered Scan Assistant
Improved Prompt Context: If you upload a file, the AI won’t ask for it again when continuing a thread.

What’s Next?

Explore these features now in your Momentum dashboard—or reach out with feedback. Your input shapes what comes next!

Pro Tip:
Combine AI Search Assistant with the new Automation History and Task Touchpoints to give your team real-time visibility into both client records and the workflows driving them.