Better Reporting & Commission Visibility

More Control with Filters & Tags

You can now filter reports using policy-level tags, giving you more flexibility to view your data the way your agency operates.

This applies to key reports like:

• Commission reports
• Monthly payment reports
• Producer commission tracking

What this means for you:
You can now segment reports more easily without exporting or manually sorting data.

See What’s Still Owed (New Column)

A new Outstanding Balance column has been added to producer commission reports.

What this means for you:
You can quickly see:

• What has been paid
• What is still owed
• Where you may be ahead or behind

Improved Data Accuracy

New Carrier Info Checker

A new tool helps identify missing or incomplete carrier information.

What this means for you:
Cleaner data leads to:

• More accurate reports
• Fewer commission discrepancies
• Better overall system reliability

More Precision in Commission Tracking

New Endorsement Amount Filter

You can now filter commission/payable data by endorsement amount.

? What this means for you:
Easier tracking of:

• Mid-term changes
• Adjustments affecting commissions

⚙️ More Flexibility & Workflow Improvements

Smarter Searching

• You can now exclude MGAs when searching (using “NOT”)
• Helps narrow down results faster

Better Sorting

• Sort policies and quotes by total amount

Makes it easier to identify:

• Largest accounts
• High-value opportunities

Faster Data Entry

• You can now copy lead sources from another record

Saves time and keeps your data consistent

API Access (For Advanced Users)

You now have the ability to generate API keys directly within the system.

What this means for you:
If you use integrations or automation tools, this makes connecting systems easier.

Easier Access to Automation Resources

• Quick access to the MAC (Momentum Automation Center) One Pager has been added

Helps you:

• Find automation resources faster
• Better understand available workflows