New Features & Enhancements

Interface & Productivity Tools

Interactive Reports – Performance Assessment

• Added new filters allowing users to filter by Insured Agent or Task Agent.

• Improves tracking of team performance, task follow-through, and operational workload.

Interactive Reports – Month vs Month

• Added PDF export capability for easy sharing and recordkeeping.

• Enhances the comparison experience for analyzing month-to-month operational trends.

Automation Menu – Insured/Prospect Header

• A new Automation dropdown has been added to the header of Insured and Prospect Details pages.

• Provides quick access to workflow shortcuts, automations, and key actions.

Insureds, Prospects & Policy Management

Insureds/Prospects – AI Summary

• Added a new AI Summary option on the details page.

• Generates an instant natural-language summary of the insured’s information for quick review.

Policy List – Multi-Status Filtering

• Users can now filter by multiple policy statuses at once.

• Allows more flexible and precise policy list management.

Driver Management – Merge Drivers

• Added the ability to merge drivers located under the same insured or prospect.

• Helps eliminate duplicate driver records and maintain cleaner data.

Insureds/Prospects List – X-Date Column

• Added a new X-Date column to the list view (also included in exports).

• Supports renewal forecasting, marketing campaigns, and prospecting.

Dynamic Search – Active/Inactive Indicators

• Search results now clearly display whether the record is Active or Inactive.

• Improves navigation, reduces confusion, and supports better data cleanup.

Task & Opportunity Enhancements

Tasks & Overdue Tasks – Expanded Reporting

• Performance Assessment and Interactive Reports now incorporate Tasks and Overdue Tasks filtering and insight.

Task Details Page – New Opportunities Tab

• Added an Opportunities tab within each task.

• Enables direct connection between service tasks and sales opportunities.

Certificates & Documents

Certificates Sent – Origin & AI Indicators

• Added a new Origin column and filter to identify how a certificate was generated (manual, automated, or client portal).

• Added a custom AI indication to track certificates generated using AI-assisted tools within AMS.

QuoteLinq Enhancements

Expanded Access Across the System

• QuoteLinq is now accessible from additional locations including:

  • Renewal Center

  • Policies

  • Insureds

  • Other workflow touchpoints

This ensures faster quoting workflows and improved accessibility for agents.

Agency Usage & Reporting

Agency Usage – Report Improvements

• Agency Usage reports have been updated to include refined metrics, additional usage indicators, and improved visual clarity.

System Navigation & User Experience

New Side Navigation – Updated Labeling

• Side navigation has been updated to remove redundant “Momentum” prefixes in AMP section items.

• Provides cleaner, shorter, and more intuitive menu labels for a better user experience.

Summary

This release emphasizes reporting enhancements, efficiency improvements, and clearer navigation throughout Momentum AMS.

Key improvements include:

• New filters and export options within Interactive Reports.

• AI summary tools for faster insured/prospect insights.

• Enhanced task, opportunity, and certificate tracking.

• Improved policy filtering, driver merging, and X-date visibility.

• Expanded QuoteLinq access throughout the system.

• Updated side navigation for cleaner menu structure.

These updates ensure agencies can operate more efficiently, make faster decisions, and maintain cleaner, more actionable data across the entire platform.