How to Use the Activities Reports in Momentum AMS

The Activities Reports in Momentum AMS are essential tools for monitoring workloads and activity performance.

Step 1: Accessing the Activities Reports

1. Log into Momentum AMS using your credentials.
2. Navigate to the Interactive Reports section from the left-hand menu.
3. Use the search bar at the top to search for “Activities.”
4. Select either the Users Activities Report or the Activities by Insured Report based on your needs.

Step 2: Using the Users Activities Report

The Users Activities Report focuses on individual team members’ workloads and activity metrics. To use this report effectively:

1. Select the Users Activities Report from the search results.
2. Review the following metrics displayed in the report:
   • Tasks Completed: Total number of tasks handled by each user.
   • Service Requests: Requests managed by agents or CSRs.
   • Certificates Sent: Certificates issued by the user.
   • Notes, Claims, To-Dos, Endorsements, and Invoices: Other activities tracked for the user.
3. Use filters to refine the data:
   • Date Range: Specify the timeframe for which you want to analyze activities.
   • User/Agent/CSR: Focus on specific team members.
   • Activity Type: Narrow the report to specific tasks or activities like endorsements or claims.

This report allows you to evaluate individual productivity, identify workload imbalances, and provide targeted support or training.

Step 3: Using the Activities by Insured Report

The Activities by Insured Report provides a detailed view of activities associated with individual insureds. To use this report:

1. Select the Activities by Insured Report from the search results.
2. Review the following metrics displayed for each insured:
   • Tasks, Service Requests, Certificates, Notes, and Communications: Completed activities tied to the insured.
   • Claims, To-Dos, Endorsements, and Invoices: Other tracked interactions or transactions for the insured.
3. Use filters to customize the data:
   • Date Range: Specify a timeframe for insured-related activities.
   • Insured Name: Focus on specific insureds to analyze their activity history.
   • Agent/CSR: Narrow down activities managed by specific team members.
   • Tags or Business Type: Filter insureds by categories to analyze trends.

This report ensures insureds are receiving the necessary attention and follow-up, helping you provide exceptional service.

Step 4: Analyzing the Reports

1. Compare the metrics from the Users Activities Report to identify top-performing agents or CSRs and address workload imbalances.
2. Use the Activities by Insured Report to ensure insureds with high activity levels are being properly managed and identify any gaps in service.
3. Combine insights from both reports to gain a holistic view of your agency’s activity and identify trends or opportunities for improvement.

Step 5: Taking Action

1. Optimize Workloads: Redistribute tasks among team members based on the data in the Users Activities Report.
2. Enhance Client Service: Use the Activities by Insured Report to focus on insureds requiring additional attention or follow-up.
3. Track Trends: Monitor recurring activity patterns to improve workflows and address potential bottlenecks.
4. Set Goals: Use the data to establish productivity benchmarks and reward top-performing team members.

Conclusion

The Activities Reports in Momentum AMS are invaluable tools for tracking workloads, monitoring client service, and optimizing agency performance. The Users Activities Report provides insights into team productivity, while the Activities by Insured Report helps ensure insureds receive the attention they need. By regularly reviewing these reports, you can make data-driven decisions, improve accountability, and maintain high service standards.

If you have any questions about using these reports or other features in Momentum AMS, our support team is here to help.