Creating a User Account for Your Insureds

Creating a User Account for Your Insureds

You can set up a Momentum AMS account for your insureds that will give them limited access to their data. This usually includes the ability to send certificates and issue ID Cards, but don't worry, there are additional options available. Access options are configurable by the agency.

Setting up insured accounts is easy, follow these steps:

1. Within the Insured's "Details" page, click on the white "More Actions" button and then click on "Create User Account"

2. Select their time zone, give them access rights to only their agency's data, and select what data they can access

Here is a partial view of the kinds of data you can give them access to:

3. Don't forget to click on the blue "Send Invitation" button to notify your Insured of their newly created user account

If you prefer a video: