Momentum Release Highlights – October 30, 2025

New Features & Enhancements

Interface & Configuration Tools

Configurable Panels – Insured and Prospect Pages

• Users can now configure which panels are visible on Insert and Edit pages for Insureds and Prospects.

• This allows agencies to tailor the interface to their workflow — hiding unnecessary sections for a cleaner experience.

Configurators Hub – Insert/Edit Configurator Added

• A new Insert/Edit Configurator has been added to the Configurators Hub, centralizing control for page visibility and layout preferences.

Toolbox Shortcut

• Added a new shortcut to Momentum Toolbox, providing faster access to AI tools such as Certificate Scan, Commission Scan, and Document Automation directly from the main interface.

Data Quality & Management

Data Quality Tools – Data Mismatch Filters

• Added new filters for Insured Agent and Policy Agent within the Data Mismatch report.

• These additional filters make it easier to locate and resolve inconsistencies between insured and policy-level data.

Contact Management – Merge Contacts

• Users can now merge duplicate contacts under the same Insured or Prospect record.

• Streamlines data cleanup and prevents redundant contact entries from appearing in communication logs.

Agency Overview & Financial Tools

Agency Overview – Carrier/MGA Trends

• Added a new Annualized Premium column to the Carrier/MGA Trends view.

• This provides clearer insight into carrier-level performance and book of business growth.

Policies & Quotes – Billing Overview Enhancements

• Added the ability to Save Billing Overview as PDF directly from the Policy or Quote Details page.

• Simplifies documentation sharing and record retention for billing summaries.

Agency Fees – Enhanced Search Filters

• Added a new filter for Endorsement Amount within the Agency Fees section.

• Allows users to quickly identify fee transactions tied to specific endorsement amounts.

Agency Locations – Combined Batch Action

• Introduced a batch action tool for managing multiple agency locations simultaneously.

• Simplifies updates and changes to settings across multiple branches or offices.

Reporting Enhancements

Interactive Reports – Retention Ratio By*

• Enhanced Retention Ratio reports now exclude flat-cancel policies from calculations.

• Provides a more accurate reflection of true retention performance by filtering out short-term or nullified transactions.

Local Database Reports

• Added two new reports:

  • Agency Usage – Tracks system usage metrics across key areas such as policy management, billing, and certificates.

  • Agency Usage Averages – Displays benchmark data comparing agency performance to average system activity.

System & Operations

Landing Site – Status Page Added

• Introduced a new System Status Page to display live service information.

• Shows whether the Momentum platform is fully operational or if there are known performance issues, scheduled maintenance, or outages.

• Accessible directly from the main login screen or Help menu for transparency and real-time updates.

Summary

This release focuses on agency customization, data accuracy, and transparency.
Highlights include:

• Customizable visibility for Insured and Prospect forms.

• Stronger data validation tools.

• Improved financial and carrier reporting.

• New retention and usage reports for deeper business insights.

• A dedicated System Status page to keep agencies informed at all times.

Together, these improvements empower agencies to work smarter, reduce errors, and maintain full visibility into both performance and platform operations.