This release introduces several new features and enhancements across Momentum AMS, improving reporting capabilities, workflow visibility, and overall usability. Below is a detailed summary of what’s new and updated in this version.
New Features & Enhancements
Reporting & Data Tools
Interactive Reports – Agency Commissions Based on Rules
Now displays commissions calculated from rules starting at the endorsement level, even when no actual commission record has been created.
Provides greater visibility into potential commissions tied to transactions that haven’t yet been reconciled.
Interactive Reports – Book of Business (Annualized)
Added a new Effective Date filter for refined searches by time period.
Enables more accurate analysis of premium growth, renewals, and production trends across specific date ranges.
Sales Goals & Agent Management
Sales Goals – Copy Action
Added a Copy function to quickly duplicate sales goals between agents or office locations.
Simplifies setup for agencies establishing similar goals across multiple producers or teams.
Agent Commission Rules
Added a new Commissionable Agent column in the rules grid for improved visibility and filtering.
Makes it easier to identify which agents are tied to specific commission rules or hierarchies.
Endorsements & Document Management
Endorsements Grid Actions
Added a new Overview Screen for endorsement records, allowing users to view details at a glance.
Introduced the ability to Save Endorsement Overview as PDF for documentation, auditing, or sharing.
Notes & Workflow Tools
Note Types
Added the ability to Show or Hide Note Types from the interface.
Agencies can now control which note categories are visible, keeping the workspace clean and relevant to each department.
Workflow Checklists
Introduced new Checklist Indicators on both Policy Details and Quote Details pages within the General Information Panel.
This provides an instant visual cue when a workflow checklist is active for that record — improving tracking and completion consistency.
Search Enhancements
Dynamic / Global Search
Expanded search functionality to include results from the second and third email fields for insureds and prospects.
Greatly improves accuracy when multiple email addresses are stored for the same contact.
UI & System Improvements
Momentum Rate!
Removed all “Beta” labels from Rate! links throughout the platform, reflecting full production release status.
System Performance
Optimized data handling across reporting and endorsement grids for smoother navigation and faster load times.
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