New Features & Enhancements

Change Requests

Added Due Date Field

Change Requests now support:

• Due Date assignment
• Batch actions for updating Due Dates

This enhancement helps agencies better track outstanding requests and prioritize workload management.

Personal Lines Change Requests

Added support for:

• List View
• Insert
• Edit
• Fill PDF Form functionality

Behavior is automatically determined based on the insured or prospect type.

This expands Change Request functionality for Personal Lines workflows.

Dashboard – Action Center Enhancements

New Filtering Options

The Action Center now supports filtering by:

• Agent
• Location
• Tag

Additional sorting options now include:

• Entity Type
• Due Date

These improvements provide greater flexibility when managing workload and task prioritization.

Action Center Default Configurations

Users can now:

• Create multiple Action Center templates
• Configure default layouts/views
• Switch between saved configurations

This allows agencies to customize operational dashboards based on workflow needs.

Data Quality Tools

Policy / Quote Missing Data Fields

Added a new search filter for:

• Carrier

This enhancement improves the ability to identify incomplete policy or quote records by carrier.

Quick Export Improvements

Quick Export now supports:

• Tags as selectable export columns

This allows agencies to include tagging data in reporting and exports.

Opportunities

Added Cards View

Cards View is now available within:

• Insured Details Pages
• Policy Details Pages

This improves visual pipeline management directly from account records.

Endorsement-Related Lists

Added the ability to:

• Sort by Balance

This enhancement improves visibility into endorsement-related financial activity.

Global Search Improvements

For:

• Carriers
• MGAs
• Referral Sources

Grid Actions now include:

• “View Reps” option

This provides faster access to representative information directly from search results.

Additional System Updates

Agency Configure Page

• Edit functionality currently visible on www1.

Commission Rules

Removed visibility of:

• “Add New” button under:
  • Agency Details
  • Commission Rules
  • Agent Commission Rules combined list

MAC Domain Update

Momentum has started using the new:

• momentumamp domain
  for:
• API
• Redirect functionality