Our new release today brings some new features and additions to Momentum. You can read more about them below:



Interactive Reports:
-Added to Navigation Menu

New Contacts/Reps section:

  - Contacts / Reps By Type
  - Contacts / Reps By Age
  - Contacts / Reps By Birthday Month
  - Contacts / Reps By Birthday Day


Service Requests:

-Added a details page to the following type of Service Requests.

Policy Change

Add Drive

Add Vehicle


Additional Items:

-Policy/Quote List- Added new optional search filters for premium and non premium intervals. 

- Policy / Quote List - Added new actions menu item change description.

- Insureds / Prospects Details - Useful links added under the other tab. This will allow you to store links for this insured/prospect.



- Drivers List - added two new optional columns Create Date and Change Date.


Automate 365:

- Automate 365 - detailed welcome page for new users with videos and external links.