Kayden's Coming Attractions in Momentum AMS

Activity Logs

• A brand-new Logs tab will appear next to Notes on insured profiles.

• Track before-and-after values on every record.

• Filter to show only changed fields for a clean, simple view.

• Quickly see who changed what and when.

Outlook Add-In Upgrades

• Expanded tagging for Insureds, Prospects, Carriers, and MGAs.

• Create tasks straight from Outlook.

• Apply tags from incoming emails.

• Future release: tags will be able to trigger automations like workflows for certificate requests.

Redesigned Sales Page

• A fresh CRM-style sales interface focused on quotes and opportunities.

• See quotes, policies, pipeline stage, tags, tasks, files, workflows, and notes in one place.

• Get a clear snapshot of the value of an account at a glance.

Proposal Generator Refresh

• Streamlined 3-step process (down from 7).

• Auto-fill fields for faster creation.

• Upload custom quote letters.

• New line-of-business images (e.g., trucking visuals for trucking accounts).

• Optional comparison fields, videos, or documents for a polished, professional proposal package.

Pipeline & Sales Dashboard

• Build custom pipelines with per-stage automations.

• Perfect for specialized pipelines (like VIP commercial clients).

• Track quotes and applications as they move through the sales process.

• Drag-and-drop interface with fun touches like confetti when you win a deal.

• Early versions will carry a Beta badge so you can test-drive and share feedback.

What’s Ahead

These upcoming releases will bring:

• More visibility into records and activity.

• Faster, more efficient tools for proposals and pipelines.

• Tighter Outlook integration with automations built in.

• A more engaging and collaborative sales experience.

Stay tuned — these updates are just around the corner, and they’re designed to make your agency more productive and more connected.