Momentum Release Notes – January 22, 2026

New Features & Enhancements

Interactive Reports

Producer Commissions Report

• Added a new Interactive Report focused on Producer Commissions.

• Provides clearer visibility into commission performance at the producer level.

Agency Commissions Based on Rules — Agent Commission Preview

• Added a new option to check potential agent commissions alongside agency commissions.

• Helps validate commission setup and expectations before processing.

Workflow Checklists

Batch Action — Change Item Status

• Added a new batch action to update the status of multiple workflow checklist items at once.

Grid Action — Mark as Completed

• Workflow checklist items can now be marked as Completed directly from grid actions.

Reorder Workflow Checklist Items

• Checklist items can now be reordered, allowing teams to better align workflows with real-world processes.

Policy & Insured Details

Policy Details — Initial Screen Enhancements

• The initial policy screen now displays information for the latest General Liability and Workers Compensation policies.

• Includes a Line of Business check to ensure accurate display.

Vehicles — Merge Option

• Added the ability to merge vehicles, helping reduce duplicate records and improve data accuracy.

Lists, Columns & Filters

Insureds / Prospects List — Location Column

• Added a new Location column to the Insureds and Prospects list views.

Principals List — Insured Agent & CSR

• Added new columns and filters for:

  • Insured Agent

  • Insured CSR

These additions improve filtering and reporting for account ownership.

Training, Support & Navigation

Training & Support Menu — Training Webinars

• Added a new Training Webinars option to the Training & Support menu, providing quicker access to live and recorded training sessions.

Renewal Center — Location Filter (Not Assigned)

• Added the ability to filter renewals by Location = Not Assigned, making it easier to identify unassigned renewals.

Navigation Palette — Workflow Checklists Option

• Workflow Checklists can now be selected as an option within the Navigation Palette.

Additional Updates

Local DB Reports

Agency Overview & Agency Usage Reports

• Added new data points:

  • State

  • Stripe Subscription Type

Workers Compensation — Properties Tab

• Updated the Properties tab to:

  • Display property name

  • Show a list of locations more clearly

Origin Column

• Added a new Origin column to several tables, including:

  • Various insured item tables

  • Endorsement item tables

This provides better traceability of where records originate.