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

There are 3 ways to import Insured and Policy data in bulk into Momentum AMS:

1. If you can obtain a (non-encrypted/unlocked) database back-up from your current provider, our database team will "un-pack" it and import it into our database

2. If a full database back-up is not available, we have a Data Import tool that will take Excel (CSV) files and import the data from them into Momentum AMS

3. If you utilize "Carrier Downloads," then you may be able to request "Initial Database Synchronization" files, which our Carrier Downloads will use to build your database

Once we create the Insureds and Policy tables, we can import and link any files/attachments that you may want to store on our servers.

Attached below is a template for importing Insureds (both personal and commercial lines).