MOMENTUM – Release Notes – 01/27/2022

Momentum Release Notes 

Here is the list of changes included in today’s release:


  • Certificate Holders – Details Page.
  • Quote Applications – Main List.
  • Tasks – Ability to see all tasks in the details pages of insureds, prospects, policies, quotes even if the Agent or CSR has a View Only Assigned restriction for the global tasks list.
  • Tasks Search Filter – have predefined time intervals for Due Date and Last Change Date.
  • Tasks – Search Configurator – Ability to select time intervals for Due Date and Last Change Date.
  • Insureds / Prospects Details – Ability to change Active Status from the “dot” indicator.
  • Policy Specific Lists – navigate to the new policy details page after clicking on the policy number.
  • Policy / Quotes Details – Display counter for Files tab.
  • Insured / Prospect – Information Tab – Only policies with expiration date in the future are shown.
  • Principal List – add a new column DL Number (use configurator to adjust preferences)
  • Quotes List – added filter by Insured.
  • Popular Tags Page.
  • Tag Details – ability to check applied history also by Certificate Holder.

Have a great day!


– NowCerts