Momentum Release Highlights – February 5, 2026

Overview
This release includes new Interactive Reports, workflow enhancements, improved data capture, expanded list filtering and exports, and reporting access improvements across Momentum. Updates to the Rate platform were also deployed to production and are outlined below.

Momentum AMS Updates

Reporting & Data Visibility

New Interactive Report – Agent Charges
Policies by Parent Carrier report now supports showing only parents with child carriers
Agency Commissions search includes Endorsement Amount
Vehicles by Insured report adds Insured Active filter
Referral Source Contact column added (and exportable) for Insureds, Prospects, Policies, and Quotes

Workflow & Productivity

Workflow Checklists can now be archived and restored
Ability to reorder checklist items
Custom Fields and Custom X-Dates added to Insert Insured / Prospect
Navigation Palette now includes Workflow Checklists

Policy, Quote & Agent Enhancements

Info Center shows conditional tabs for Schedule of Hazards and Location Info
Agent Charges now support groups
Agent List adds Work Group column and filter
Agency Location Details page now links directly to the Agency Overview for that location

Reporting & Access

Certain super users can now access Local DB Reports directly
Policies By * Local DB report adds Agency Count column with toggle

Rate Platform Updates

Rate – Production Updates
The following Rate enhancements were deployed to production to expand supported lines, improve validation behavior, and align UI and APIs with recent AMS updates.

Added Flood Insurance support
Updated agent-to-subscription APIs to align with AMS API changes
Fixed Quote Details dialog alignment
Improved appetite validation messaging when providers are missing
Removed default validation on Quote Submission → General Questions
UI alignment improvements in Admin (Wholesaler Network, Commercial Auto)
Updated SSO branding and fixed menu visibility issues
Enhanced Additional State License dialogs