Agency Overview

Industry Agency Benchmarks

The Agency Overview dashboard now includes a direct link to Industry Agency Benchmarks, making it easier to compare your agency's performance against industry standards.

Benefit

• Quickly access benchmarking data directly from the Agency Overview dashboard.
• Gain additional insight into your agency's performance metrics.

Interactive Reports

Policy Amounts Report

A new Agency Fees row has been added to the Policy Amounts interactive report.

Benefit

• View agency fee totals alongside policy premium information.
• Improve financial reporting and analysis.

Policies & Quotes

Batch Actions – Change Billing Type

A new batch action allows you to update the Billing Type for multiple policies or quotes simultaneously.

Benefit

• Save time when updating billing methods across multiple records.
• Reduce repetitive manual updates.

Claims

New Claim Type

A new Incident Report claim type has been added.

Benefit

• Better categorize claims and incidents.
• Improve claim tracking and reporting.

Agency Commission Rules

Optional Percentage Column

A new optional Agency Commission Rule Percentage column is now available throughout the following areas:

• Policies
• Endorsements
• Agency Commissions

Benefit

• Quickly view commission percentages without opening individual records.
• Improve commission review and reconciliation.

Insureds & Prospects

Portal Access Indicator

The Insured and Prospect Details subline now displays an indicator showing whether the record has portal access enabled.

Benefit

• Instantly identify portal-enabled clients.
• Reduce the need to open additional screens to verify access.

Dynamic Search

Policy Hover Information

When hovering over a policy number in Dynamic Search, the system now displays:

• Effective Date
• Expiration Date

Benefit

• View important policy dates without opening the policy record.
• Improve search efficiency.

Label Dictionary

Additional Label Dictionary entries have been added for:

• Line of Business
• LoB Class
• Carrier

Benefit

• Expand available dynamic labels for templates, forms, and communications.

Agency Details

Notification Settings

A new Notification Settings option has been added to the Agency Details Actions menu.

Benefit

• Centralize agency notification configuration.
• Simplify notification management.

Carrier Downloads

Download AL3 File

Carrier Downloads now includes a new grid action allowing you to download the original AL3 file.

Benefit

• Easily retrieve download files for troubleshooting or archival purposes.

Global Search

Change Requests

New Change Request grid actions have been added to Global Search results for:

• Insureds
• Prospects
• Policies
• Quotes

Benefit

• Access change request functionality directly from search results.
• Reduce navigation between screens.

Data Quality Tools

Visual Enhancements

The Data Quality Tools index page has received visual improvements for a cleaner, more modern experience.

Benefit

• Improved readability.
• Easier navigation throughout the Data Quality Tools interface.

Summary

The July 23, 2026 release introduces enhancements across reporting, policy administration, carrier downloads, search functionality, and agency management. From the new Industry Agency Benchmarks link and Agency Fees reporting to batch billing updates, AL3 downloads, and improved search tools, these updates continue to streamline daily workflows and improve the overall Momentum AMS experience.