Momentum Release Notes – 01/08/2026

List Menus & Filters

Policies, Quotes & Renewal Center

• Added Policy Term as a selectable filter in list menu filters.

• Improves sorting and visibility across multi-term and rewritten policies.

Tag Details

• Added Tag Details to all Change Requests list menus.

• Makes it easier to review and filter tagged service activity.

Interactive Reports

Agency Commissions Based on Rules

Added new filters:

• Agent

• CSR

• Location

These filters provide more granular insight into commission performance by role and office.

Production & Revenue by Policy

Added new columns:

• Agent Commission

• Commission Received

• Commission Balance

This enhances visibility into earned vs. outstanding commissions at the policy level.

List Menu Actions & Grid Actions

Workers Compensation

• Actions menu dropdown now uses Grid Actions.

• Added Location Information as an available grid action.

General Liability

• Actions menu dropdown now uses Grid Actions.

• Added Schedule of Hazard as an available grid action.

Bulk Actions

Agent Charges

Added new options to the Bulk Actions menu:

• Change Date

• Change Description

These options simplify batch updates to agent charge records.

AI Actions

Insured Details

• Added Task Summary to the AI Actions menu.

• Provides a quick AI-generated overview of tasks associated with the insured.

UI & System Updates

Upsell Indicator

• Added a feedback option.

• Included minor rendering and display updates for improved clarity.

Info Center

• Pop-up modals for Insureds, Prospects, Policies, and Quotes can now be closed using the Escape (Esc) key.

• Improves keyboard navigation and accessibility.

Access & Compliance

ACORD Forms

• Added an additional End User License Agreement (EULA) requirement when accessing ACORD forms.

• Users must accept the agreement before continuing.