Features and Specs
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      1. Momentum AMP Support Center
      2. Additional FAQ Resources
      3. Features and Specs

      Adding Additional Interests

      This guide will walk you through adding an additional interest holder, such as an Additional Insured, Subrogation Waiver, Mortgagee, or Loss Payee.

      Prerequisites

      Make sure you have the following information entered:

      1. Insured Details: Including the insured's name and address.
      2. Policies: Policies with coverage details entered for the insured.
      3. Certificate Master: Ensure a certificate master is added.

      Steps to Add an Additional Interest

      How to add a Holder as an Additional Interest 

      1. Go to the Top Navigation Menu 
      2. Select "Additional Interests".
      3. Make a selection from the existing holder list, which will populate the existing contact information OR
      4. Click "Add New"  then add the contact Name, Address, email address.
      5. Select the Additional Interest Type, such as
        1. Additional Insured
        2. Subrogation Waiver
        3. Loss Payee
        4. Lien Holder, etc
      6. Lastly, in the ADDITIONAL INTEREST FOR CERTIFICATES, check the boxes to the left of the LOB, which will place the "Y" in the AI or SUBR WVD in the Certificate Master
      7. Link to the Relevant Policy: It is imperative to link to the appropriate policy to ensure the certificate displays properly.
      Add any desired language in the Description of Operations
      • This will ensure that this Description of Operations language appears certificate whether they are sent from your agency or from the insured portal.
      • Save Changes bottom left.

        Sending the Certificate

        Add and Send the Certificate

        • Send Certificate:
          • Click on "Actions" the the left of the Additioanl Interest, and select "Send Certificate".
          • Alternatively, go to Send Certificate in the top right, enter the first coulple of letters of the Additional Interst, select from pull-down menu, and Send Certificate (bottom left)
        • Please remember to:
          • Set the Email Subject and Body Language to personalize the message.
          • Review Certificate Details 

        Final Steps

        1. Confirm Sending: Ensure that the certificate is sent successfully, go to:
          1. Other (top navigation menu) and Certificates Sent. This provides historical data-trail of all sent certificates...OR
          2. go to Activity History (top navigation menu), and Communications.  This will dieplay what email the certificate was sent from, to what emal address or fax number and if the certificate was sent successfully on the our end.
        2. Address any further questions or clarifications as needed.

        By following these steps, you can efficiently add an additional interest and send a certificate with ease.

        Link to Loom

        https://loom.com/share/ee6575ccda7b44ba95ebc84194c5dbcc?src=composer