Momentum Update 07/25/2024
Today we have a release with some new features and additions for Momentum. Here is the list of changes included today:
Configurators - Central place with links to different available configurators.
Tools - Data Mismatch - Lead Sources option.
Interactive Reports - Agency Commission Received by:
Carrier
MGA
Referral Source
Interactive Reports - Policies / Quotes By * - Added new search filter for Expiration Date.
Policies / Quotes Details Page - Important Dates - In-Place Edit.
CL Auto Rating Data - Batch Actions - Change Limits & Change Ops.
Dashboard Widget - Tasks by Category.
Agency / Agent Commission Statements - Added new grid column - User.
Carriers - Details Page - display NAIC in the details subline.
Carrier Downloads - Search filters for dates now have also predefined periods.
Cancelled Policies - Ability to search for Carrier & MGA [Not Assigned]
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