How do I Set Up a CSR?

In Momentum AMS, setting up a CSR is done under the "Agents" section. Here, an “Agent” isn’t limited to a licensed insurance agent but includes other team members, such as CSRs (Customer Service Representatives), who act as “users” within the platform.

To add a CSR:

1. Go to "Agents" in the main navigation menu.
   
   
   
   
2. Select "Add New Agent" to open the user setup.
   
   
   
   
   
3. Select "Primary Role" and choose "Account Manager / CSR" 
   
   
   
   
4. Enter the CSR’s details, including name, email, and any relevant permissions or access settings based on their role.

By adding CSRs as “users,” Momentum AMS enables efficient access and tracking within the agency’s system.