Overview
 Today’s release introduces new reporting filters, expanded task visibility, enhanced list views, improved navigation controls, and new AI-powered options on the Insured Details Page. Agencies also gain more flexibility with custom fields, updated batch actions, and improved renewal insights. These enhancements are designed to streamline workflows, support deeper analytics, and improve accuracy and visibility throughout Momentum. 

---

New Features & Enhancements

Interactive Reports

Policies / Quotes By * — New LoB Class Filter
A new filter allows users to segment Policies and Quotes by Line of Business Class, making reporting more flexible and improving high-level analysis.

Account Current — New Payment Filters
Added filters for:

• Payment Received

• Payment Sent
  These help agencies better track financial activity at the account level.

Tasks, Workflows & Visibility

Agency / Location Details — Display Task & Workflow Progress
Agency and Location detail pages now show counts for tasks and workflow checklists that are:

• In Progress

• Not Started

This gives managers clearer insight into workload distribution across offices.

Custom Fields

Attach Custom Fields to Drivers, Vehicles, and Properties
Custom fields can now be assigned directly to:

• Drivers

• Vehicles

• Properties

This expands data flexibility and allows agencies to track additional risk-specific information.

Dashboards & PDFs

Year in Review / Month in Review — Save as PDF
Both review dashboards can now be exported as PDF files, making it easier to share summaries with leadership or producers.

Insured Details Page

New AI Menu in Header
A dedicated AI menu has been added to the Insured Details header, providing quick access to new AI-powered tools and insights.

Renewals

Renewal Center — Upsell Indicator (Personal Auto)
A new Upsell Indicator appears in the Renewal Center for eligible Personal Auto policies, helping agencies identify cross-sell/upsell opportunities during renewal review.

Batch Actions

Change Referral Source (Insureds/Prospects)
A new batch action lets users change the Referral Source for multiple Insureds or Prospects at once.
Includes a checkbox to move associated policies when needed.

Policy, Quote & Endorsement Enhancements

Endorsements List — New Optional Columns
Added new optional columns for:

• Receivables

• Payables

This improves financial transparency at the endorsement level.

Policies / Quotes List — New Inception Date Column
A new “Inception Date” column has been added to improve tracking of new business and rewritten policies.

MGA Details — Display FEIN
The MGA Subline section now displays FEIN when available.

Policy Status & History

Lapsed Policies — New Columns Added
The Lapsed Policies list now includes:

• Cancellation Date

• Reinstatement Date

These additions help agencies more easily track policy status changes and reinstatement activity.