Momentum Release Highlights – October 2, 2025

New Features & Enhancements

Interactive Reports

• Policies / Quotes by Premium Range
  A new interactive report allows users to analyze policies and quotes segmented by premium range for better visibility into revenue distribution.

Customers / Policies Trends

• Added a new column for Annualized Premium to better measure growth and renewal trends over time.

Prospects

• Added a new View Only Assigned permission option, allowing users to see only prospects assigned to them — improving data security and visibility control.

Addresses

• Introduced a Combined Batch Action for address management, enabling users to update or modify multiple address records simultaneously.

Agency Profile

• Added a Sales Goals for Locations Combined View, allowing agencies with multiple branches to view and compare all location-based sales goals in one unified panel.

Endorsements

• Added a Split Premium option in the Grid Actions menu.

  • Applicable to policies with multiple lines of business (LoB).

  • Allows for more accurate distribution of premium amounts across policy segments.

Policy List

• Added a new column for Annualized Premium to the main Policy List view.

• The same data point is now included in exported reports for additional reporting flexibility.

Dashboard Grids

• Added Pending Cancellations as a new configurable grid option for agency dashboards.
  This provides a real-time overview of policies approaching or awaiting cancellation.

Momentum AI

• Momentum AI now appears as the top navigation item in the new layout, making it easier to access smart tools such as:

  • COI Scan

  • Dec Page Scan

  • Commission Scan

  • Smart Form Reverse Mapping

New Navigation Enhancements

• Side Search Improvements:
  Search results now display the full address for all matching records, improving accuracy when multiple insureds or prospects share similar names.

System & Internal Improvements

• Auto-Apply Field Sanitization:
  Momentum now automatically sanitizes certain fields such as phone numbers and email addresses to prevent formatting errors or data conflicts.

• Internal SDK API Tracking:
  Expanded tracking for internal API calls to improve system stability, logging, and performance diagnostics.

Agency-Specific Updates

• Laurie Insurance Group:
  All policy views now automatically default to Fit View, ensuring documents and forms are displayed fully within the viewing window.

Summary

This release focuses on enhancing data accuracy, reporting functionality, and navigation clarity. Agencies can now access richer analytics, simplified workflows, and improved usability throughout Momentum AMS.