Today’s update brings new filters, faster workflows, and smarter tools across key areas of Momentum.
This release strengthens reporting, adds flexibility to tasks, and delivers more convenient ways to manage payments and policy data.
Note: Some features may only be visible depending on your agency permissions.
Interactive Reports
Work Group Filter: Added to Policies, Quotes, Tasks, and Pending Cancellations by *.
New Report: Claims, Losses, Loss Ratios.
Data Quality Tools
Custom Fields Search Tool: Locate records using any custom field.
Tasks
Bulk Actions: Perform multiple bulk updates in one step to streamline task management.
Pending Cancellations
New “Copy To” Action: Duplicate a pending cancellation to other policies.
Receivables / Payables
Summary View: Added quick totals in receivables and payables list menus.
Insureds & Prospects
New Take Payment Option: Available on both list and detail views.
Insured List
New Filter: Has Linked Records.
Add New Prospect
Auto-Agent/CSR Selection: Now pre-selects the current Agent/CSR, consistent with new insured creation.
Agent Charge Types
Additional Agent Charge Types: Expanded options for agency billing.
Use the new Work Group filters in Interactive Reports alongside the bulk Task Actions to quickly identify bottlenecks and take action across your team in one step.
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