Additional FAQ Resources

Features and Specs

• 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
• Using Multiple Browser Tabs for Easier Navigation and Data Access
• 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?
• Guide to add an Additional Interest, such as Additional Insureds, Subrogation Waiver, etc., to Certificates
• 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?
• How do I Change the Insured on a Policy?
• 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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