Momentum AMP Support Center

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Momentum AMP Support Center

Additional FAQ Resources

Additional FAQ Resources

Quick answers to the most common questions asked by users of the NowCerts Agency Management System.

Cancel A Policy Involving a Finance Company

Cancel A Policy Where Only Commissions is Being Sent

Features and Specs

Maximize Your Momentum AMS Experience: Multi-Tab Efficiency

How do I Change the Insured on a Policy?

Adding Additional Interests

How do I integrate Momentum AMS within my website?

When adding new Drivers in Momentum AMS, how do I identify what state the Drivers License was issued?

How can I Import Insured and Policy Data (in Bulk) into Momentum AMS?

How do I Remove an Agent from Momentum AMS?

Generate Certificates for a List of Holders (Mass Action COI Generation)

Who can View the Information I Put into Momentum AMS?

How Secure is My Data within Momentum AMS?

Drip-Marketing Campaigns & Mass Emailing

Using Your Custom PDF Forms to Import Data into Momentum AMS

PDF Form Mapping Tool: Mapping Vehicles and Drivers

Can I Add My Own Categories when Importing My Data?

Mass Action Certificates Send

Duplicate the ACORD 50 for Easy Re-Issue Each Year at Renewal

Send Multiple Files, Forms, & Form Sub-Folders

Option to Prompt a User to Set a Follow-Up

Is Momentum AMS a Cloud-Based Service?

How do I Set Up a CSR?

How do I merge insureds?

Multi-Line Policies: Tracking by LOB

Ways to Link Multiple Insureds to the Same (Master) Policy

Can I Link Insureds?

"Link Insureds" vs. "Merge Insureds"

How do I Track my Prospects, Leads, & Opportunities?

Suspending Automatic Notifications

Automate Progressive Downloads & Downloader Plus

How do I request and obtain loss runs?

Certificate Holder's Name is Too Long and Cuts Off On Certificates

X-Dates and X-Date Notifications

How do I Change My Payment (Credit Card) Info

Is there a Way to View Only "Active" Accounts/Policies?

Linking Additional Insureds to policies, certificates

Sending Certificates for Linked Insureds

How do I Delete a Note?

How do I Access/Change an Insured's "Greeting Name"?

Upcoming Renewals, X-Dates, Referral Source, and Associated Reports

Add Your Own Line of Business

How can I Add New Referral Sources?

Policy Status

How can I View My Documents?

The Deluge of Reminders and Notifications

How do I get Items that have Multiples (Trucks, Drivers, Etc.) to Populate on the Form?

Best Way to Use the (Document/File) Drag-and-Drop Feature

Selecting a Default Agent/Producer

Holder's Name is Too Long

Insured Description Field

Reports: Tracking Renewals, Cancellations, New Business, & Endorsements

When adding a policy type, where it list General Liability, Auto Liability, etc., can I add a different type of policy or business?

Submission of Quote Application (From Your Website Via Integration Widgets) Notifications

Getting Rid of Endorsement Notification Pop-Ups

Importing Events from Another Calendar

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Security, Compliance, and Data Privacy

Security Measures and Compliance Practices