Setting Up Faxing from Momentum AMS

When to Use Fax Integration

Fax integration is useful for agencies that need to:

• Send ACORD forms or policy documents directly from Momentum AMS.

• Communicate with carriers, MGAs, or finance companies that still require fax-based documentation.

• Maintain a record of sent faxes in the insured’s Documents tab for compliance tracking.

Faxing Method: Fax Thru Email

Momentum AMS uses the Fax Thru Email feature, which sends your document as an email to your provider’s fax domain.
The provider then converts and delivers it as a fax to the recipient’s number.

Example Format:
[faxnumber]@[providerdomain]
Example: 18005551234@send.lightspeedvoice.com

Supported Providers

Momentum AMS supports most major fax providers that offer email-to-fax functionality, including:

• RingCentral – domain: rcfax.com

• Lightspeed Voice – domain: send.lightspeedvoice.com

• eFax – domain varies (check your eFax account for the assigned domain)

• Others as long as they can send via email

⚠️ You must already have an active account with your fax provider before configuring it in Momentum AMS.

Configuration Steps

Step 1: Navigate to Agency Configuration

1. Log in to Momentum AMS with admin permissions.

2. Go to Agency Profile → Configure.

3. Scroll down to the section labeled Fax Thru Email.

Step 2: Enter Assigned Email

In the Assigned Email field, enter the email address that is registered with your fax provider.

Example:
name@anydomain.com

This should be the same address you use to send outgoing faxes from your provider’s platform.

Step 3: Enter Provider Domain

In the Provider Domain field, enter the domain used by your fax provider to process outgoing faxes.

Examples: rcfax.com, send.lightspeedvoice.com

Step 4: Save Configuration

1. After entering your fax email and provider domain, click Update.

2. Momentum AMS will validate and store your fax settings for all users in the agency.

3. Once saved, your users can send faxes directly from the Documents area by selecting “Send Fax” as the delivery method.

How Sending Works

When a user selects “Send Fax” from a document:

• The system uses your Assigned Email to send an email-to-fax message.

• The document is attached and sent to [faxnumber]@[providerdomain].

• The provider delivers the fax to the recipient’s machine.

• The fax activity is logged in the insured’s Activity History in Communications.

Important Notes

• Outbound only: Momentum AMS currently supports sending faxes, not receiving them.

• Provider account required: Ensure your fax account supports email-to-fax functionality and has adequate credits or plan coverage.

• Formatting: Always include the full 10-digit fax number (with country code if required) before the “@” symbol.

• Testing: After setup, send a test fax to confirm the provider is processing messages correctly.

Example Setup for Lightspeed Voice

Resulting fax address format:
18005551234@send.lightspeedvoice.com

Summary

Configuring faxing in Momentum AMS allows agencies to send documents via their fax provider directly from the system.
By entering the correct assigned email and provider domain under Fax Thru Email, your agency can efficiently send outbound faxes without manual uploads or external logins—streamlining communications and maintaining a full audit trail in your AMS.