The Acord and Dec Page Scan tool within the Momentum Toolbox allows users to quickly extract data from Acord forms and declaration (Dec) pages, making it easy to create or update insureds, policies, and quotes in the system.
Step 1: Access the Acord and Dec Page Scan Tool
- Log into Momentum AMS.
- Navigate to the left-hand menu and scroll down to Momentum AMP.
- Click on Momentum Toolbox.
- Select Acord and Dec Page Scan to open the tool.
Step 2: Select a Prospect or Insured
- Choose whether you are working with a Prospect or an Insured.
- Decide if you are:
- Creating a New Client
- Searching for an Existing Client
- Creating a Quote
- Linking to an Existing Policy
- Your selection will determine what gets created within Momentum.
Step 3: Select the Document Type
- Click Next to proceed to the document selection step.
- Choose the appropriate document type from the following options:
- Acord 125
- Acord 126
- Acord 130
- Dec Page
- Quote Letter
- For this example, select Acord 125, then click Browse PDF to locate your file.
- You may also drag and drop the document into the upload area.
Step 4: Upload and Extract Data
- Once the file is uploaded, click Upload to begin the extraction process.
- The AI will automatically scan the document and extract key details.
- On the right-hand side of the screen, you will see the extracted information, including:
- Names
- Policy Details
- Quote Information
Step 5: Review and Edit Extracted Data
- Carefully review the extracted data.
- If needed, manually input or correct any missing or inaccurate details.
- Once all information is verified, click Submit to finalize the creation of the insured, policy, or quote.
Step 6: Check the History Tab
- Navigate to the History tab to review past uploads.
- Here, you can see:
- The status of processed documents
- Actions taken, such as merging Acord 125 forms
- The ability to provide feedback on the extraction process
Step 7: Confirm the Insured and Policy in Momentum
- To verify that the insured and policy were successfully created, go to the Agency section.
- Locate the newly created insured and check for the associated policy or quote.
Final Thoughts
The Acord and Dec Page Scan tool streamlines the process of entering insurance data, reducing manual data entry and improving efficiency. With just a few clicks, you can accurately extract and import policyholder information into Momentum AMS.