Dashboard Improvements

Action Center – Change Requests

• Change Requests can now be viewed directly in the Action Center

What this means for you:

• Easier visibility into service-related activity
• One central location for daily work items

Set Action Center as Default Tab

• You can now choose Action Center as your default dashboard tab

What this means for you:

• Open directly into your work queue when logging in
• Faster access to tasks, service requests, opportunities, and change requests

Data Quality Tool Enhancements

Principals / Reps Missing Date of Birth

• New Data Quality view for identifying Principals or Representatives with missing Date of Birth
• Includes Batch Action support

What this means for you:

• Easier cleanup of incomplete records
• Faster bulk updates

Archived Insureds / Prospects

• Added optional Agency column

Especially useful for:

• Master agencies
• Multi-agency environments

Service Request Enhancements

Cards View

• Service Requests now support Cards View
• Available within detail pages

What this means for you:

• Easier visual review of open requests
• Faster navigation between service items

Search & Navigation Updates

Dynamic Search Configurator

• Added configuration options for available search result types

What this means for you:

• More control over what appears in dynamic search results

Agency Overview Report Links

• Added several report links at the bottom of Agency Overview

What this means for you:

• Faster access to related reports without leaving the overview page

Interactive Reports Improvements

Report Explanations + AI Assistant

• Added initial support for:
  • Report explanations
  • AI-powered assistance for report questions

Currently available on select reports only.

What this means for you:

• Better understanding of report data
• Easier interpretation of numbers without leaving the report

Additional System Updates

Property List

New optional columns added:

• Coverages
• Origin

Label Dictionary

• Added new dictionary entry for Agent

Vehicle List

• Updated priority order for:
  • Comprehensive
  • Collision

XML data will now display first when available.

Vehicle ID Cards

• Added option for:
  • Carrier Phone
  • Agency Phone

This functionality will be available after an upcoming larger system update.

Platform Infrastructure

• Momentum API has been migrated to a major new .NET version

This is a backend performance and infrastructure update that improves long-term platform stability.

Summary

This release improves:

• Dashboard visibility through Action Center updates
• Data cleanup with new quality tools
• Service Request usability with Cards View
• Report accessibility with explanations and AI assistance

Key benefits:

• Easier access to work in progress
• Faster record cleanup
• Better visibility into agency data
• Improved reporting experience

Key Clarifications

• AI Report Explanations are currently available only on select reports
• Vehicle ID Card phone options may not appear until the larger related update is completed
• Action Center does not replace existing workflows—it centralizes them
• Data Quality tools help identify incomplete data but do not automatically correct record