Momentum AMP Support Center

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Momentum AMP Support Center

Account Management

Account Management

Learn how to set up your account for notifications, webmail, and user permissions and navigate the platform’s basic features for a smooth onboarding.

Setup Guide

Step 6: Set Up Agency Commission Rules

Tools to Manage Workflow

Important: Email Settings to Ensure that your Emails get Delivered

Integration with RingCentral VOIP Accounts

Step 1: Complete Agency Profile Information

Importing your Data

Step 7: Set Up Agent Commission Rules

Agency Branding for Emails

Faxing from Momentum AMS Using your Own Fax Number

How to import data from EZ Lynx to Momentum AMS

Setting Up and Using Custom Email Templates in Momentum AMS

Step 9: Sync Your Email

Step 9: Sync Your Email

Training Checklist (downloadable)

Getting Started: Onboarding Checklist (downloadable)

Upload your Logo

Step 8: Add Signatures

Momentum University

Momentum University

Step 3: Add Agents

Step 4: Add Carriers

Step 5: Add MGAs

How to Change the Number of Records Displayed per Page

Notification Settings

Common Data Import Errors

Step 2: Set Up Business Locations

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Tips and Tricks

Factura de agencia frente a factura directa: pagos publicados directamente en un operador, MGA o empresa financiera. sitios

Texting character limit - w/ RingCentral designated text line - 800 characters

How to generate Agent(s) commissions for policies that agency commissions are reconciled

Billing Templates - Agency Fee/Carrier Fee/Surplus Lines tax/ Stamping fee

"My agent (user) can't see anything!" - and how to fix it

Políticas inactivas y acciones de políticas > Funcionalidad de acciones

Acords combine PDF - in numeric order to email

Límites de GL predeterminados: completar desde artículos asegurados hasta una póliza

Default GL limits - populate from insured items to a policy

Agency Bill vs Direct Bill - pmnts posted directly to a Carrier, MGA or Finance Com. sites

Acords combinan PDF - en orden numérico para enviar por correo electrónico

Logo/Link Icons for Agency Configuration & Email Signature

Naming document folders - do not include a "+" sign in the name

Cross-Selling Opportunities - Reports

"The Date field in Endorsement 0. is required"

Inactive Policies & Policy Actions > Actions functionality

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Features

Ideas and Feature Requests

Ideas y solicitudes de funciones