Our new release today includes a new feature and many enhancements to Momentum. More information is provided below.

New Feature:
In-Place Editing: 
This feature allows you to select edit on certain pages, and it will open the selected fields for editing without leaving the details page.   

-In Place Edit option added to:
Policies Details Page
Quote Details Page



-On-Page Edit option added to: 
General Liability
Professional Liability
Bail bond
-Additional Enhancements:
Interactive Reports: Retention Ratio by Line of Business available for public preview.


Agency Overview: Ability to filter all the information in Agency Overview by Agency Location.


Opportunities List: Added Not Assigned as a searchable opportunity stage. 


Certificates Sent: Added Description as a new search filter.


Policy Coverages Preview: Improvements on how limits were formatted.
Renewals Main List: Added Policy Number, Insured, and Line of Business as search filters.


Recent Production Main List: Added Policy Number, Insured, and Line of Business as optional search filters.