Features and Specs
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      How to Use the Insured List in Momentum AMS

      The Insured List in Momentum AMS is a powerful tool that allows agencies to manage, organize, and update their insureds efficiently.

      Step 1: Accessing the Insured List

      To get started, log into Momentum AMS and navigate to the Insureds section. The Insured List will display all insureds in the agency’s database, providing a structured view of client information. If you need to add a new insured, click the + Add New button at the top of the page.

      Step 2: Searching and Filtering Insureds

      At the top of the Insured List, users can apply search filters to locate specific insureds quickly. This section allows agencies to refine their list based on key criteria such as:

      • Lead Source and Referral Source to track where insureds came from.
      • Insured Type (Commercial or Personal) to differentiate between business and individual clients.
      • Active Policies Count to filter insureds with a specific number of active policies.
      • Assigned Agents and CSRs to find insureds assigned to specific team members.
      • Tags to categorize and segment insureds for better tracking.

      Once filters are applied, the Insured List updates automatically, displaying only the insureds that match the selected criteria.

      Step 3: Customizing the Insured List View

      The Insured List is fully configurable, allowing users to adjust which columns are displayed and in what order. To customize the view:

      1. Click on the Configurator Icon in the top right of the list.
      2. Select or deselect columns based on your preferences.
      3. Drag and drop columns to arrange them in the desired order.
      4. Save your settings to personalize your view for future use.

      This customization ensures that agencies see the most relevant information at a glance.

      Step 4: Viewing Insured Details Without Leaving the Page

      Momentum AMS includes quick access icons that allow users to view additional insured details without navigating away from the list.

      • A small person icon appears next to each insured’s name. Clicking this opens the Insured Info Center, where users can view policy history, contact details, and notes.
      • Phone numbers and email addresses are clickable, making it easy to call or email an insured directly from the system.

      These features allow agents to quickly access important information without interrupting their workflow.

      Step 5: Making Bulk Updates with Batch Actions

      For agencies needing to update multiple insured records simultaneously, the Batch Actions Mode provides an efficient way to apply bulk changes.

      To enable Batch Actions Mode:

      1. Click the Checkmark Icon to activate batch actions.
      2. Select multiple insureds from the list.
      3. Choose the action you want to apply:
        • Assign tags to categorize insureds.
        • Update assigned agents or CSRs in bulk.
        • Make other bulk modifications to insured records.
      4. Click the Checkmark Icon again to exit Batch Actions Mode.

      This feature significantly reduces administrative time and ensures consistency across insured records.

      Step 6: Exporting Insured Data for Reports

      Momentum AMS allows users to export the Insured List into a CSV or Excel file, making it easy to analyze insured data outside the system.

      To export data:

      1. Click the Export Icon at the top of the page.
      2. Select CSV or Excel format.
      3. Save or email the file for further use in reporting, compliance, or marketing campaigns.

      This feature is especially useful for agencies that need to track lead sources, monitor retention, or prepare data for external processing.

      Step 7: Keeping the Insured List Updated

      To maximize the efficiency of the Insured List, it’s essential to keep records accurate and up to date. Regularly review insured details, update contact information, and ensure that assigned agents are correctly listed. Using filters, batch actions, and tags can help agencies stay organized and make data retrieval easier.

      Final Thoughts

      The Insured List in Momentum AMS is a versatile tool that allows agencies to manage their insured database with ease. By leveraging search filters, customizable views, quick access icons, batch actions, and export features, agencies can streamline insured management while improving efficiency.

      If you have any questions about configuring or using the Insured List, reach out to our support team.