Momentum AMS Release Notes
Release Date: November 12, 2026
This release introduces new reporting capabilities, enhancements to policy and quote management, additional configuration options, and improvements to everyday workflows throughout Momentum AMS.
- New Agency Usage Overview and Aging reports within Interactive Reports.
- Receivable Balance column added to the Payables List.
- Additional save, billing, and total amount options for policies and quotes.
- Expanded custom field support for Principals and Locations.
- Improvements to Carrier Downloads, Global Search, and data exports.
1. Interactive Reports
This release expands the reporting options available within Interactive Reports.
Agency Usage Overview
A new Agency Usage Overview report has been added to Interactive Reports.
This provides agencies with an additional reporting option focused on agency usage information.
Aging Reports
New Aging reporting options have been added for:
- Agency Commissions by Policy
- Invoices / Receipts
Agencies now have additional options within Interactive Reports for reviewing agency usage and aging information related to commissions, invoices, and receipts.
2. Policy and Quote Management
Additional Save and Billing Options
Several enhancements have been made to the Insert / Edit screens for Policies and Quotes.
- Redirect Options: Additional redirect choices are available when saving a policy or quote.
- Billing Options: Billing-related options have been added to the edit header.
- Total Amounts: Total amount information has been added to the policy and quote editing interface.
MGA Contact on Policy and Quote Lists
A new MGA Contact column has been added to the Policy / Quote List.
This makes MGA contact information available directly within the list view.
3. Property and Location Enhancements
Property Details and Session Information
The Properties grid now includes additional actions:
- View Details: Open a modal to review property details.
- Linked Session Information: Check available session information associated with the property.
Clone a Location from a Property
A new grid action allows users to clone a Location from a Property.
This provides an additional option for working with location information from the property grid.
Custom Fields for Principals and Locations
Custom field assignments have been expanded to support:
- Principals
- Locations
Previously, custom field assignments were available for other record types, including Vehicles and Properties.
Agencies that use custom fields can now extend those configurations to Principal and Location records, providing additional flexibility in how information is captured.
4. Commercial Auto Rating Data
The CL Auto Rating Data section within Insured / Prospect Details has been expanded.
Two new sections are now available:
- Commodities
- Custom Coverages
These additions expand the information that can be maintained within the Commercial Auto rating data area.
5. Session Information and XML Downloads
The Session Info modal now supports downloading the desired session XML directly for supported insured items.
This adds a direct download option when working with supported session information.
The direct session XML download option applies to supported insured items.
6. Global Search and Boats
Boats Added to Global Search
Boats have been added as a supported result type within Global Search.
Users can now encounter boat records when searching across Momentum AMS.
Total Amounts for Boats
A new Total Amounts option has been added to Boats.
7. Accounting and Payables
Receivable Balance Added to Payables List
A new Receivable Balance column has been added to the Payables List.
This allows users to view receivable balance information directly from the list.
The additional Receivable Balance column provides another financial data point when reviewing items in the Payables List.
8. Carrier Downloads
Updated Default Sorting
The Carrier Downloads list now sorts by Received Date by default, displaying the newest downloads first.
This makes recently received downloads appear at the top of the list.
9. Data Exports
Date Stamps Added to Export File Names
System-generated export file names now include a date stamp.
This makes it easier to distinguish exported files based on their generated dates.
10. Cargo & PD Rating Link
A new Cargo & PD link has been added to the Rate menu within Policy / Quote Details.
The Cargo & PD link is controlled by a setting in the Agency Profile. Its availability within the Rate menu depends on that configuration.
Release Summary
The November 12, 2026 release includes enhancements across reporting, policy management, property records, Commercial Auto rating data, accounting, search, carrier downloads, and exports.
Agencies are encouraged to review the updated areas of Momentum AMS and become familiar with the new options relevant to their daily workflows.
These updates are part of our ongoing efforts to expand Momentum AMS capabilities and improve the tools available to insurance agencies.
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